Devy AI: Your Clinic Assistant

The Colleague Who Read Everything

Every clinic has questions that die because answering them means opening four screens: who's coming Friday, which patients vanished last year, did that payment go through. Devy is the answer channel — an AI assistant wired to your clinic's live data (25 real-time tools under the hood) that answers in plain language. Not a chatbot with canned replies: it reads your actual schedule, patients, SMS history, and billing when you ask.

Opening Devy

Two doors: Devy AI in the sidebar opens the full chat page with your conversation history; the floating 🦷 button (bottom-right of any dashboard page) opens the quick panel — a red dot on it means Devy has surfaced something new. Access follows the Devy AI Assistant permission: owner and Full Access by default, extendable per role in Settings > Roles.

What to Actually Ask

The skill is asking operational questions — the ones with answers sitting in your data:

• Schedule: "Who's coming in on Friday?" "How many appointments next week?"
• Patients: "Which patients haven't visited in over a year?" "Show me Maria Santos's history."
• Patterns: "Who are my top patients by no-shows?" "Which patients spend the most?"
• Money: "What plan am I on and when's my next charge?" "Did my last payment go through?"
• Pulse: "What insights do you have?" "Any red flags?" — a conversational rundown of the current insight cards.

Ask in English, Tagalog, or Taglish — Devy replies in English by default but follows your language when you switch.

What Devy Will Not Do

The guardrails are the trustworthy part. Devy never gives medical or clinical advice — treatment decisions belong to the dentist, full stop. It never invents numbers it can't read from your data, and it never sees another clinic's information — each clinic's Devy is walled inside that clinic. In teaching clinics, a student's Devy is further limited to their own assigned patients. If it can't know something, it says so instead of guessing.

Proactive Mode: When Devy Texts First

Devy also originates: the insight system generates the Devy Insights cards on your dashboard (churn risks, revenue dips, reactivation candidates, birthdays) and can reach out through push notifications. Every card links to the page where you can act. The chat and the cards are the same brain — ask "any red flags?" and you get the cards, conversationally.

Keeping an Eye on Usage

Reports > Devy AI Usage shows the meter: conversations, questions asked, token usage, estimated cost in ₱, which topics you ask about most, and the proactive-outreach funnel (created → delivered → tapped → read). Recent conversations deep-link back into the chat, so "what did it tell me last Tuesday?" is recoverable. If the cost line surprises you, the topics chart usually explains it — and at typical clinic usage, Devy costs less per month than one no-show.