Clinic & team

AlphaRapid admin: configure AI provider & model

Platform administration steps; clinic clients should ask AlphaRapid to complete this setup.

Guide for clients · Rapivexa 1.0.51 · Guide library

Rapivexa ai billing settings screen from a sample clinic
Actual local CRM screen using a sample clinic. Click to enlarge. Provider connection is not implied.

Step by step

  1. Only the AlphaRapid billing administrator opens Admin → AI settings.
  2. Choose one Active provider. Enter that provider API key and save it securely. Blank key fields keep the saved key. Never publish keys in screenshots, chat or clinic documents.
  3. Load available models, select a model and press Save AI settings. Loading the list alone does not activate a model. Free offers may have account quotas and their own data-use terms.
  4. Tick Enable AI assistant platform-wide and save. Verify the saved selection is Enabled and Configured. One selected provider/model serves enabled clinics; no silent fallback is used.
  5. Open Admin → Clients → the client profile → Client CRM access. Enable AI for the intended CRM. The clinic admin then follows the clinic-settings guide to enable chat and approve permitted record sharing.
  6. After changing provider or model, ask clinic admins to review and renew record-sharing approval. Disabling the platform switch makes the assistant unavailable across clinics.

Keep in mind

This is platform-admin guidance, not a clinic-client configuration task. Saved API keys are encrypted and not displayed. This guide does not connect a provider or change access automatically.

Menu names and available actions can vary by specialty, role and plan.

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