AI that drafts and explains. You stay in charge.

ClinyPal’s AI writes first drafts of your forms, note templates and messages, and explains your reports in plain words. Every number comes from ClinyPal itself, every draft waits for you, and the AI never reads your patients’ charts.

Start free trial See what the AI sees

6

Places you’ll meet it

Zero

Numbers made up by AI

Nothing

Saved or sent without you

A day with ClinyPal’s AI.

It turns up where you already work: no separate AI tool to open.

Describe your clinic. Get forms you’d actually use.

Pick your specialty, or type your own. The AI suggests the services typical for it; you choose yours and add anything you always record. You get patient forms and note templates with real sections and the right field types: paragraph, date, choose one, choose many, body chart, signature, file upload. Untick what you don’t need. Whatever you save is marked Needs review until you’ve checked it.

Already have a PDF form? Import it. The text is read in your browser, so the file never reaches our servers. Scans and photos aren’t supported.

Patient formsImport from PDFGenerate with AINew form

New patient intake (old)Patient form · 9 fields

Medical historyPatient form · 14 fields

Consent to treatmentPatient form · 3 fields

Post-visit feedbackPatient form · 6 fields

Telehealth consentPatient form · 4 fields

Sports screeningPatient form · 11 fields

Generate patient forms with AI

Review before anything is saved.

112 of 150 AI generations left this billing period

✓Specialty✓Services3Review

Nothing is saved yet. Untick anything you do not want, then save. Everything created is marked Needs review until you open and save it.

New patient intake12 fields · Patient form

Your visit

Reason for visit — paragraph

When did it start? — date

Pain

Where is the pain? — body chart

How bad is it? — choose one: Mild / Moderate / Severe

Consent

Consent to treatment — signature

Sports injury history8 fields · Patient form

Post-op knee questionnaire9 fields · Patient form

BackSave 2

New broadcastSave draftReview and send

AudienceNo visit in 90+ days214 patients · emailEmailSMS

Subject

We’d love to see you again at Business · Name

Message

Patient ▾Business ▾Generate with AI

Hi Patient · Preferred Name,

It’s been a while since your last visit, and we wanted to check in. If anything has been bothering you, or you’d just like a check-up, we have openings this month.

Book online or call us at Business · Phone. You can find us at Business · Address.

See you soon,
The team at Business · Name

What the AI was given

This is a broadcast email

Audience: no visit in 90+ days

Your merge fields, by name

No patient names or contact details

Wording drafted around your real merge fields.

“Generate with AI” sits right on the editor for confirmations, reminders, cancellations, follow-ups, invoice emails and broadcasts. An email gets a subject and a full body; a text stays short. Broadcasts also take the audience into account, so a note to lapsed patients reads differently from a confirmation.

The AI only sees the type of message, the audience description and the names of your merge fields. Patient details are filled in by ClinyPal when the message is sent.

Your reports, explained in plain words.

Suggested filtersOne tap to narrow to a practitioner or site, or compare with an earlier period. They only ever use the report’s real filters, and ClinyPal writes the labels.

ObservationsA short note on what stands out. Any sentence with a figure in it is thrown away.

Explain this numberClick the “?” on any figure for one sentence on why it reads that way. It quotes the report’s own numbers and never makes new ones.

Reports / Financial

Practice revenue

BackSaved viewsSave viewExport

TodayWeekMonthQuarterYear

Jun 1 – Jun 30, 2026All locationsApply

Comparing to the previous period ✕

RefineJust Carter HallDowntown onlySame period last year

Money applied to invoices grew faster than invoicing, so the gap narrowed.

Carter Hall earned 37% of June’s revenue.

Revenue (excl. tax)?USD 20,900.00tax USD 400.00

Invoiced (incl. tax)?USD 21,300.00▲ 8.1% vs prev period

Applied to invoices?USD 19,860.00▲ 12.4% vs prev period

Gap?USD 1,440.00earned, not yet collected

Explain this number

June’s invoicing (USD 21,300.00) minus the money applied to invoices in June (USD 19,860.00). It’s positive, so you earned more than you collected and some of June’s invoices are still open.

Collection rate?93%▲ 3.8% vs prev period

Accrual vs cash, by day

Accrual (earned)Cash (received)

What you see on your dashboard

AI summary

Mostly on track. Unbilled visits and unfinished notes are worth a look today, while revenue and attendance are holding up well.

Revenue growth · up on last monthUnpaid invoices · 41 openUnbilled visits · 9 to billClinical notes · 4 unfinishedNo-shows & cancellations · steady

If the AI is unavailable

You still get a plain line instead: “Mostly on track, with a couple of areas worth a look.” Nothing looks broken.

What the AI was sent

Health score68 of 100 · Fair

Revenue growthstrong

Unpaid invoicesfair

Unbilled visitsweak

Clinical notesweak

No-shows & cancellationsstrong

Needs attention (titles only)Uninvoiced appointments · Missing notes · Patients waiting

No moneyNo patient namesNo counts

A morning summary that never sees your money.

ClinyPal scores five areas in your database: revenue growth, unpaid invoices, unbilled visits, clinical notes, and no-shows and cancellations. The AI is told only “strong”, “fair” or “weak” for each, plus the titles of what needs attention. It never sees dollar amounts, patient names or counts. If the AI is unavailable, you get a plain summary line instead.

Stuck? Ask.

The ClinyPal Assistant answers from our help center inside the app, and Talk to a person hands you to our team during business hours.

ClinyPal AssistantChat with our AI assistant

How do I send a patient a link to pay their invoice?

ClinyPal AssistantOpen the patient’s invoice and choose Payment link. Pick this invoice or their whole balance, then send it by email or text. The link works once and lasts 14 days.
Help: Payment links

Can I see who has paid?

ClinyPal AssistantYes. A paid link marks the invoice paid straight away, and the payment shows in your Payment summary report.

Talk to a person An agent is online now — usually replies in minutes.

Type a message...

What the AI sees, and what it never sees.

Feature	What the AI is given	Never
Form and note drafts	Your specialty, the services you pick, your optional note	Any patient data
PDF import	The text of the blank form you choose	The file itself
Message wording	Message type, audience description, merge-field names	Patient names or contact details
Report helpers	The report’s figures, practitioner and location names	Patient names or contact details
Morning briefing	A score band and each area as strong / fair / weak	Money, names, counts
Help chat	The question you type	—

What it doesn’t do.

It doesn’t read or write treatment notes.
It doesn’t diagnose or suggest treatment.
It doesn’t listen to or record telehealth calls.
It doesn’t save or send anything on its own.
It doesn’t calculate any figure you see.
ClinyPal doesn’t train AI on your data.

How we keep it honest.

Numbers come from your database.

The AI only adds words.

Every reply is checked.

Suggestions must match real filters, people and sites; observations with figures are dropped; template drafts can only propose titles, labels and field types.

It fails quietly.

If the AI is slow or off, your report and dashboard still load.

Fair limits.

Message drafts have a daily limit; form and note drafts come from your plan.

Included on every plan.

Every AI feature is on every plan. AI form and note drafts a month:

50Solo

150Small

250Clinic

400Group

800Large

1,500Enterprise

Compare plans ›