Information by Workflow¶
Step-by-step instructions for completing common tasks in Akili AI from start to finish.
Choose the workflow that matches what you are trying to do and follow the steps in order.
Consultation workflows¶
For tasks related to recordings, notes and clinical documents:
| Workflow | What it covers |
|---|---|
| Start a New Recording | Record a consultation and generate a note |
| Approving & Linking a Note | Review, edit and approve a generated note |
| Sending a Treatment Plan | Generate and send a treatment plan to a patient |
| Generating a Sick Note | Create and issue a sick note |
| Sending a Referral | Write and send a referral letter |
| Request Patient Consent | Send a consent request to a patient |
Patient management workflows¶
| Workflow | What it covers |
|---|---|
| Add a Patient | Register a new patient in Akili AI |
| Edit Patient Details | Update a patient's demographic or contact information |
Account and access workflows¶
| Workflow | What it covers |
|---|---|
| Create an Account | Set up a new Akili AI account |
| Invite a User to Your Practice | Add a colleague to your practice |
| Accept a Practice Invite | Join a practice after receiving an invitation |
Practice managers
For user management, billing and compliance tasks, see For Practice Managers.