Clinic AI Management Toolkit: Prompts & Workflows with Dr. Jasleen Suri

Create practical clinic administration tools with AI—using six reusable prompts, guided lessons and a rollout workbook.

Designed for clinic owners, practice managers and reception leads who want to explore AI for everyday operational work.

FOUR CORE PROMPTS

• Appointment workflow builder: draft booking, rescheduling and cancellation processes with clear ownership and exception handling.

• Front-desk SOP builder: create opening, closing, enquiry and handover checklists.

• Aggregate dashboard builder: prototype a spreadsheet or dashboard with defined metrics and input checks.

• Administrative communication builder: draft reception messages and FAQs using your approved clinic information.

TWO QUICK-USE PROMPTS

• Weekly operations review: summarise aggregate figures, identify questions and plan a small improvement.

• Staff onboarding planner: generate a seven-day training plan with practice tasks and trainer review.

WHAT YOU RECEIVE

• Six self-paced PDF lessons

• Six copy-and-paste AI prompts

• Editable Word and printable PDF workbook

• Workflow-mapping exercises

• Testing and pilot checklists

• A flexible 30-day rollout plan

Use the prompts with a capable AI assistant. Claude can help draft materials; Codex and Cursor can help build prototypes with an appropriate development setup. Outputs vary by tool.

Start with fictional examples, review outputs and adapt them to your clinic’s policies. Prompts generate drafts and prototypes; they do not automatically connect to booking systems or send messages.

Software subscriptions, live integrations, personalised implementation and clinical decision automation are not included. No savings or outcomes are guaranteed.

Created by Dr. Jasleen Suri, dentist and healthcare product manager. For one clinic’s internal use; no resale or redistribution.