Note: ResearchAI is only available for Enterprise users at this time!
Getting Started with ResearchAi
How to Ask Questions
Simply type your question: ResearchAi can handle productivity, labor, and billing-related inquiries. (Note the current limitations with billing questions at the bottom of the article)
Follow-up or Reset: Want to adjust your question or ask something new? Just type a follow-up or click “Reset” to clear filters and start fresh
Viewing Responses
When ResearchAI responds, it provides easy-to-understand graphs or tables based on your question.
Graph Mode
Colored squares at the top of the graph indicate what is being visualized(e.g., “Productivity,” “Facility,” “Date of Service”).
Funnel icon (Gray) specifically represents an active filter.
We recommend making changes to the above “icons” directly through that chat rather than clicking and adjusting the visualized data via the Colored square or Gray Squares. If you do adjust a filter and need to revert click Undo via this button.
Hover over parts of the graph to see detailed information.
Toggle between graph and table views by using the button located at the top-right corner of the visual.
Table Mode
Switch between graph and table views using the toggle in the top-right corner.
Drag and drop columns to reorder them as needed.
Filter and refine columns by clicking the three-dot icon at the top of each column.
Note: Sometimes columns are not always filterable
Tips for Effective Questions/Prompts
Clearly specify if you want multiple visuals by saying “separate graphs.”
IMPORTANT NOTE: For specific percentage questions, use decimals (e.g., enter 0.8 for 80%).
Example Questions to Try:
Quick Productivity Checks:
"Show productivity last week per discipline."
"List the top 3 performers per facility last week."
Detailed Analyses:
"Compare DOR productivity versus facility productivity without DOR."
"Display overtime, regular, and PTO hours separately by facility."
Exploring Data Further:
"Why was [therapist’s name] productivity low last week?"
"What CPT codes were billed last week?"
Alternative Questions to Explore (Click the Arrow to Expand)
Alternative Questions to Explore (Click the Arrow to Expand)
Productivity last month broken down by facility
Productivity last week per discipline
Productivity this month per role (avoid OTAs)
Compare PT vs. OT last week
PT against PTA productivity last month
DOR productivity vs. facility without DOR productivity
3 top performers per facility last week
Worst 5 performers per facility this month
Productivity trend from February to June
Productivity progression over the last week
Productivity last week daily breakdown
What was billed last week?
What patients did the therapists bill for last week?
Which CPT codes were billed last week?
Show clock-in, clock-out, and total hours last week
Any missed punches (missed labor) last week?
Total billed and worked minutes for therapists for each day last week
Breakdown of hours last month
Show me a breakdown of hours last month per therapist
Daily hours per therapist last month
Special Cases & Exceptions
DOR Special Case: If someone is a DOR and a licensed therapist, they will only be identified as a DOR in follow-up queries but included in discipline-specific calculations (e.g., PT discipline productivity).
Additional Capabilities
Ask multiple questions at once and explicitly request separate visuals by saying “separate graphs.”
You can request explanations of any formulas or terms used in the visuals.
Tips for Better Use
If stuck in applied filters and want to change topics, click "Reset" to clear and start fresh.
Avoid repeating the same questions multiple times, as ResearchAI will remind you gently that the question was repeated.
Submitting Feedback
Your input helps ResearchAI grow smarter:
Click 👍 or 👎 next to "Is this useful?" at the bottom-left of any answer.
Provide details on what went well or what can improve. Your feedback goes directly to our improvement team!
For urgent or detailed issues, contact our Customer Success team or submit a support ticket.
Current Limitations
ResearchAI currently does not handle:
Missed billing or visits
Census or scheduling data
Non-billable tasks, drive time, expenses
Text from clinical notes
Payer related information
& Anything not related to productivity and labor.
For questions not supported, you'll receive friendly guidance or example questions to help you rephrase.
Enjoy exploring productivity insights with ResearchAi—your assistant designed to make your work easier!
Note: While our AI tools are designed to support your workflow, they may occasionally make mistakes—always review suggestions before finalizing.