Ask AI in the PIMSY Portal

Ask a question about any client chart and get an answer in seconds.

Ask AI is the assistant built into the PIMSY Portal. Open it from inside a client’s chart, ask a question in plain language, and it answers from a secure, read-only summary of that client’s record. Use it to pull quick chart summaries or draft clinical and administrative documents, then review before you save.

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HIPAA Compliant

Read-Only Access

Scoped to One Client

ONC-Certified EHR

The Chart-Review Problem

The answer is somewhere in the chart. Finding it still takes time.

Before a session, a call back, or a signature, a clinician often needs one specific thing from the record: the last diagnosis, the current medications, what changed since the previous visit, whether a document has been completed. That answer is already in the chart, but getting to it means opening tabs, scanning notes, and holding several screens in your head at once.

Across a full caseload, those small lookups add up. The time goes to navigation rather than to the client, and a rushed review is where detail gets missed.

Ask AI closes that gap. It sits inside the client’s chart in the PIMSY Portal, and each conversation is specific to the chart it was opened on. You ask a question in plain language and it answers from a secure, read-only summary of that client’s record, so you spend less time hunting through the file and more time acting on what it says.

What clinicians actually want from a chart assistant

A plain-language answer drawn only from the client’s own record
A quick summary of the chart without opening every tab
A first draft of a clinical or administrative document to start from
Confidence that the chart is read, never changed, by the assistant
One conversation tied to one client, with no chance of crossing charts
A clean way to start over, so the next question begins fresh

An assistant that reads the record and never rewrites it.

Ask AI works from a read-only summary of the client’s chart. It can read the record to answer you, but it does not edit, move, or delete anything in the file. Whatever it produces, an answer, a summary, or a draft, comes back to you to review, and nothing enters the chart until you decide to put it there.

Every conversation is scoped to a single client. Ask AI is opened from within a chart, and that chat only sees the client it was opened on, which keeps one client’s information from bleeding into another’s. When you want a clean slate, the Refresh button at the top of the chat resets the conversation so your next request starts fresh.

Because it runs inside PIMSY, an ONC-Certified, HIPAA-compliant EHR, the client information stays inside the system you already trust. Ask AI pairs with Paisly, which drafts the full progress note from your chart data, so the everyday questions and the finished documentation both stay in one secure place.

Three steps from a question to an answer you can use

Open it, ask it, review it. Ask AI lives inside the chart you are already looking at.

Open

Click Ask AI in the chart

From within a client’s chart in the Portal, click the blue Ask AI button. The chat opens tied to that client, so every answer draws from the record you are already in.

Ask

Ask any question about the client

Type a question in plain language. Ask AI can answer questions about the client, return a quick chart summary, or draft a clinical or administrative document from that client’s information.

Review & Verify

Confirm before you save or share

Ask AI works from a secure, read-only summary of the record, so read the response and confirm the details before saving or sharing. Need a clean start? Use the Refresh button to reset the chat.

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Where Ask AI helps during the day

Faster answers, quick summaries, and a head start on documents, all from inside the chart.

Answers in plain language

Ask about a diagnosis, a medication, or what changed since the last visit, and get a direct answer drawn from the client’s record instead of scanning the chart tab by tab.

Quick chart summaries

Get a fast read on where a client stands before a session or a call, so you walk in oriented rather than piecing the history together on the spot.

A head start on documents

Draft clinical or administrative documents from the client’s information, then edit and finalize. You start from a draft instead of a blank page.

Read-only and single-client

Each chat is tied to one chart and works from a read-only summary, so the record is read but never altered and one client’s data never crosses into another’s.

Ask AI is one part of PIMSY

Answering questions is one job. Drafting the note, capturing the session, and running the record are others. All of it lives inside PIMSY, with the client chart at the center.

Paisly AI Note Assistant

Turn the data already in the chart into a full progress note in SOAP, DAP, BIRP, and other formats, ready for you to review.

Ambient Scribe

Capture the spoken detail of a session and turn it into documentation that stays accurate and HIPAA compliant inside the chart.

Clinical Notes

Progress notes, assessment notes, and therapy notes with behavioral health templates and a custom form builder.

Client Records

Keep every client’s chart organized in one place, the same record Ask AI reads from when you ask a question.

Behavioral Health EHR

ONC-Certified clinical documentation built for mental health, SUD, and psychiatric practices from the ground up.

All Clinical Features

Explore the full set of PIMSY solutions, from documentation and prescribing to billing, reporting, and telehealth.

Common Questions

Questions about Ask AI

What can I ask Ask AI to do?

You can ask questions about the client, get a quick summary of their chart, and draft clinical or administrative documents based on that client’s information. It is built to streamline the everyday documentation and review tasks tied to a single chart.

Does each chat cover more than one client?

No. Ask AI operates on a single-client basis. Each chat is specific to the client chart it was opened on, so the assistant only works with that client’s record and cannot pull from another chart.

Can Ask AI change the client’s chart?

No. Ask AI uses a secure, read-only summary of the client’s record. It reads the chart to answer you, but it does not edit the file. Because it can be wrong, always confirm the details before you save or share anything it produces.

How do I start a new conversation?

Click the Refresh button in the top right corner of the chat. This clears the current conversation and resets the window so you can begin a new request from a clean start.

Is my client information secure?

Yes. Ask AI runs inside PIMSY, an ONC-Certified, HIPAA-compliant EHR, and works from a secure, read-only summary of the record. Client information stays inside the system you already use to manage the chart.

How do we turn Ask AI on for our practice?

Ask AI is available in the PIMSY Portal and is enabled at the company level. Reach out to our support team to enroll your company, and once it is on, clinicians open it with the blue Ask AI button inside a client’s chart.

How is Ask AI different from Paisly?

Ask AI is a conversational assistant for a single chart: you ask questions, request summaries, and draft documents. Paisly is the note assistant that generates a full progress note in your chosen format from the chart data. They work side by side, and both leave the final review to you.

Ready to See It?

Ask the chart a question and get an answer.

See how Ask AI answers questions, summarizes charts, and drafts documents from a secure, read-only view of the client record, all inside the PIMSY Portal. Book a free demo to watch it work in a live chart.

Ask questions in plain language inside any chart
Get quick chart summaries before a session or call
Draft clinical and administrative documents
Read-only and scoped to a single client
ONC-Certified, HIPAA-compliant EHR

Book a Free Demo