Using encounter AI agents

📌 Note: There is a monthly fee for CHR AI-powered features based on usage. Contact the TELUS Health Sales team for more information (refer to Contact us).

Encounter AI agents can be configured to run automatically or manually, depending on your clinic's needs. The available agents are:

To run agents, either manually or automatically, you must have the Run AI agents permission. For more information, refer to Configuring encounter agents run settings.

​💡Tip: If you cannot see the Run agents button or suggestion count tags in your encounter, you may not have the Run AI agents permission.

1. Start or access an encounter. Refer to Recording encounter notes.

📌 Note: The Run agents button and automatic agent features only work on unsigned encounters. Once you sign an encounter, you cannot run agents. If you unlock an encounter, the ability to run agents returns.

2. Review or begin documenting your notes in the History, Examination, Assessment and Plan sections of the encounter.

📌 Note: As you work, agents may generate suggestions automatically if enabled for your clinic. Refer to Configuring encounter agent run settings for more information.

3. Click Run agents in the encounter header to save pending edits and generate suggestions for the agents enabled for your clinic.

4. Click the count tag beside the encounter section header or in the encounter footer to open the AI copilot window and view the results in the Suggestions tab. You can select individual suggestions to review, chat with the AI agent, and decide whether to accept or dismiss them all in this window. For more information, refer to Using the AI Copilot.