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Overview of Ask Provet

Ask Provet is an AI chat assistant built into the Reports section of Provet. It lets you ask questions about your clinic's financial data in plain language and get structured answers without navigating through individual reports.

Note: Ask Provet is being rolled out gradually and may not yet be available at your clinic. If you do not see Ask Provet in your Reports section, contact your clinic administrator.

Who Can Use Ask Provet

Ask Provet is available to users with full admin permissions. If you are unsure whether you have the required permissions, contact your clinic administrator.

How Ask Provet Works

Go to Reporting and select Ask Provet in the sidebar. Type your question in the Ask me anything... field. Ask Provet returns a structured answer based on your clinic's financial data. After each response, Ask Provet displays suggested follow-up questions you can select to explore the data further.

Responses can include data visualizations such as bar charts and pie charts. Ask Provet can also explain the reasons behind changes in your data, for example why revenue decreased over a given period.

Ask Provet uses the same financial data as your existing reports in Provet. Data is live, so answers always reflect the current state of your clinic.

Ask Provet remembers context across follow-up questions within a conversation. Your conversation history is saved for 60 days, so you can return to previous conversations at any time.

To view your previous conversations, select the New conversation drop-down menu at the top of the Ask Provet page. This menu opens showing your past conversations, which you can search or select to resume. Each conversation is automatically renamed based on your first question, making it easy to identify and return to previous conversations.

What You Can Ask

Ask Provet answers financial questions about your clinic. The following are examples of the types of questions you can ask:

Debt and Outstanding Payments

  • What is my outstanding debt this month?

  • Which invoices are over 60 days overdue?

  • Which clients have outstanding balances?

Revenue and Payments

  • How did revenue compare to last month?

  • What is my collection rate?

  • Show me failed health plan payments.

  • Why did my revenue decrease last month?

Items and Services

  • Which services generated the most revenue this quarter?

  • What is my revenue breakdown by item type?

  • What were my highest-selling items this quarter?

Health Plans

  • Are health plan subscriptions growing?

  • Show me health plan cancellations this month.

Veterinarian Performance

  • Who are my highest-performing veterinarians by revenue?

  • Which veterinarian had the most consultations this month?

What Ask Provet Does Not Cover

Ask Provet is designed for financial questions only. It does not have access to the following:

  • Patient health records, clinical notes, or clinical consultation content

  • Historical data as of a specific past date. Answers reflect the current state of your data.

  • Industry benchmarks or peer comparisons

Ask Provet works alongside the existing reports in Provet and does not replace them.

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