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Allia’s AI Assistant

Learn how to use Allia’s built-in AI Assistant to quickly generate clinical letters, summaries, reports, and other documentation—directly inside your EHR.

Updated over a week ago

What Is the AI Assistant?

Allia’s AI Assistant is embedded within your EHR and designed to support clinicians with clinical documentation and administrative writing. It can help you generate:

  • Treatment summaries

  • Clinical letters (e.g., to psychiatrists or other providers)

  • Progress reports

  • High-level or in-depth client overviews

All content is generated based on the client’s existing clinical data.

Accessing the AI Assistant

To get started:

  • Select the Client you want to create documentation for

  • Click Create

  • Choose Blank Note

  • Select AI Assistant

This opens the prompt window where you can tell the assistant what you’d like to generate.

Generating Letters and Summaries

Once the AI Assistant is open:

  • Type your prompt or question

    • Example:

      • “Create a summary of this client’s treatment thus far.”

      • “Please write it in the form of a letter that can be sent to their psychiatrist.”

  • Click Generate

Within seconds, the AI Assistant will produce a draft based on the client’s treatment history.

You can review, edit, and finalize the content before saving or sending.

Using Advanced Prompts

The AI Assistant is flexible and responds well to detailed instructions. For example:

  • “Provide an in-depth summary of this client’s progress thus far.”

  • “Also include future considerations for treatment trajectory.”

The more context and structure you provide in your prompt, the more tailored and clinically useful the output will be.

💡 Best Practices for Clinicians

  • Be Specific: Include the format (letter, summary, report) and intended audience in your prompt.

  • Review Before Use: AI-generated content should always be reviewed and edited to reflect your clinical judgment.

  • Save Time, Not Control: Use the AI Assistant to reduce documentation burden—while you remain fully in control of final content.

Allia’s AI Assistant helps streamline documentation so you can focus more on care and less on paperwork.

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