Clinical Assistants
Delegate clinical tasks to an assistant who can act on your behalf within your patient panel.
Invite an assistant
Go to Account → My Assistants and click Invite Assistant. Enter your assistant's email address and send the invitation. They will receive an email with instructions to sign up or log in.
The assistant can have their own regular Mercurie account — an assistant session is a separate mode they switch into, not a different account type.
Assistant accepts and activates
Your assistant signs in to their own Mercurie account, then goes to Account → My Bosses. They'll see your name listed as a pending or accepted connection. They click Open Portal next to your name to enter the assistant session.
Once in assistant mode, the provider portal shows "Assisting [Your Name]" at the top, so the assistant knows whose account they're operating in.
What assistants can do
In assistant mode, your assistant has access to your patient list, schedule, and Ambient Scribe — the same tools you use day-to-day. They can:
- View and manage your patient list
- Record consultations and generate SOAP notes
- View and manage the appointment schedule
- Register new patients on your behalf
Note: Assistants cannot change your prescription settings, account details, or billing. Account-level operations require your own login.
Ending an assistant session
The assistant clicks Exit Assistant Session in the sidebar to return to their own account. The session ends immediately — no further actions are taken on your behalf.
You can revoke an assistant's access at any time from Account → My Assistants by removing them from your list.
You are working as an assistant
If you are a clinical assistant yourself — not a provider — sign in and go to Account → My Bosses. Your accepted providers are listed there. Click Open Portal to start assisting them.
You can assist multiple providers. Switch between them by exiting the current session and opening a different portal from My Bosses.
Questions? contact@mercurie.ai