Collaborative Health Record (CHR)

CHR AI-powered: Writing encounters and letters using AI tools

Configuring CHR AI-powered features settings

CHR AI-powered: Monitoring feature usage

Configuring AI referral letter templates and recipients

CHR AI-powered: Creating and applying AI letter variable templates

CHR AI-powered features

CHR AI-powered: Managing incoming documents

CHR AI-powered: Managing incoming referrals through the inbox

CHR AI-powered: Patient matching for incoming documents

CHR AI-powered: Updating document information

CHR AI-powered: File categories and names

CHR AI-powered inbox

Using the family history AI agent

Using the social history AI agent

Using the AI copilot

Using the task AI agent

Configuring encounter agent run settings

Using the referral letter AI agent

Using encounter AI agents

Agentic AI uses intelligent agents (also known as AI agents) working alongside the Collaborative Health Record (CHR) as helpful background assistants.

Agentic AI

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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