• CONTEXT
  • RECALL
  • SEARCH
  • HUMAN

How to prepare for client sessions with your AI

Connect EasyPractice to your AI client once. After that, you can ask your agent to pull specific patient data whenever you need a refresher.

Ask AI about this page

Short answer

How can I use AI to prep for sessions?

Your AI can look up specific client records and recent session details from EasyPractice. This lets you review history and context without digging through your clinic software. You'll get a clear picture of where things stand before you walk into the room.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can focus on the clinical work.

CONTEXT

Instant history review

The AI pulls specific client details from your records. You get a quick summary of past interactions and relevant background.

RECALL

Recent session details

Your agent finds notes from previous meetings. This ensures you don't miss anything discussed in the last session.

SEARCH

Targeted client lookups

You can find specific people in your clinic list using simple names or identifiers. The AI finds the right profile for you.

HUMAN

Clinical judgment

The AI only reads and presents the data. You remain responsible for interpreting the notes and making all clinical decisions.

The workflow

What your AI does when you ask for prep.

The AI acts as a bridge between your chat interface and your EasyPractice data.

  1. Find the client

    The AI searches your clinic database to locate the specific individual you are working with.

    search_clinic_clients

  2. Retrieve records

    Once the client is found, the AI pulls their full profile and history.

    get_client_details

  3. Summarize context

    The agent reads through the retrieved details to highlight the most relevant recent information.

    get_client_details

  4. Present findings

    The AI shows you the organized history in your chat window so you can read it before your session.

    get_client_details

Try it

Copy these to start.

Use these prompts to get the information you need.

Starting points

These are just starting points. Swap out the names and specific details to match your actual clients.

EasyPractice Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_oZSeKRhpAt7tUb4DdU8X3Gdz8oyob99MTPo6E8Tc/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — EasyPractice capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "easypractice-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oZSeKRhpAt7tUb4DdU8X3Gdz8oyob99MTPo6E8Tc/mcp"
    }
  }
}
Copy into chat04

  • Find the client named Sarah Jenkins and give me a summary of her recent session notes.

  • Search for client Marcus Thorne and tell me what we discussed in our last three meetings.

  • Look up the client profile for Elena Rodriguez to see her history with this clinic.

  • I have a session with David Chen coming up. What are the key details from his last visit?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect EasyPractice once, then ask.

Click the link below to link your account. Your login stays encrypted and secure, and you can return to this guide whenever you need a refresher on how to prompt your agent.

Connect EasyPractice to your AI

FAQ

How this task behaves

  • 01

    Can the AI change or delete my client notes?

    No. The AI can only read data from EasyPractice. It cannot edit, delete, or add any information to your clinic records.

  • 02

    Does the AI see all my clients at once?

    No. The AI only accesses the specific client data you ask for through your prompts.

  • 03

    Can I use this to write new session notes?

    No. This specific workflow is for retrieving and reviewing existing data. The AI does not have the capability to write or save new notes to EasyPractice.

  • 04

    How does the AI find the right person if I have two clients with the same name?

    You should provide additional details like a last name or a specific identifier in your prompt to ensure the AI selects the correct profile.

  • 05

    Is my clinical data being used to train AI models?

    No. Your data is used only to fulfill the specific requests you make within your private session.

  • More questions about EasyPractice? The Connector page answers them. See everything the EasyPractice Connector can do

Connect EasyPractice to Claude, Cursor, ChatGPT & more