What do you need to know?

Ask about pricing, scheduling rules, policies or procedures. Answers come only from documents the practice has added, with the source shown. Never type patient names or other patient details here.

Browse the knowledge base

Every fact the knowledge center can answer from.

Users

Create logins, set roles and access, and reset or unlock passwords. Only super admins see this tab.

People and access

Create a login for each person with a temporary password, then give it to them in person or by phone. They choose their own password the first time they sign in. Admins can add documents, edit entries and answer questions.

Name · email	Role	Bonus team	PTO approver	Content editor	Scheduler	HR files	Deliverables	Trainer	Inventory	Added

Content

Drop in handbooks, memos, price sheets and protocols. Claude reads each file, writes it up as question-and-answer entries, and updates older entries when a newer document changes a fact.

Questions to answer

Questions staff asked that the knowledge center couldn't fully answer, or marked as not helpful. Your answer is added to the knowledge base and shown to the people who asked.

Add documents

PDF · Word · Excel · CSV · TXT

No patient information. I confirm these files contain no patient names, dates of birth, MRNs or other PHI. Policies, price lists and protocols only.

Drop files here or click to choosePDF, Word, Excel, text, or photos (JPG, PNG). Claude reads the pictures too, including photos and scans of pages, and keeps the ones worth showing in answers.

Or paste text (an email, a memo)

Source name Text

Source documents

Document	Status	Entries	Added

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