Hapya Step 6 Reports скачать в хорошем качестве

Hapya Step 6 Reports

Try now, FREE for the first month: https://go.hapya.com.au/register Step 6. Creating AI Reports This video provides a detailed guide on how to use the "Reports" feature within the Hapya platform, highlighting the AI-driven automation that helps save time when generating client documentation. Below is a step-by-step description you can use for this video: Hapya Step 6: Mastering Reports & AI Generation Learn how to navigate and utilize the Reports section in Hapya to streamline your documentation process. This video covers everything from managing existing records to using AI to write your reports for you. Step-by-Step Guide: Accessing Reports: Navigate to the "Reports" section using the menu on the left side of your dashboard [00:02]. Managing Existing Reports: Use the drop-down menu to select a client and view their history. You can view reports (Eye icon), edit them (Pen icon), or download them (Arrow icon) [00:10]. Creating a New Report: Click the "Create Report" button in the top right corner [00:26]. Setting Up Details: Enter the report name, select the specific client, and choose your desired template [00:34]. Linking Client Notes: Use the notes drop-down to select all relevant client notes that the report should reference [00:43]. Using AI Magic: Look for the "Generate Text" buttons throughout the template. The AI will analyze your notes and draft content for you [00:51]. Review & Refine: Review the AI-generated text. You can choose to Insert it, Regenerate it for a different version, or Discard it [00:59]. Finalizing: Scroll through the remaining sections to edit manually as needed, then ensure you click Save to complete your report [01:14]. For further support and resources, visit our website: https://www.hapya.com.au/about-us/