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How to manage Copilot and your AI usage

Find assistant visibility and usage in your personal settings.

  1. Open Copilot settings

    Use Preferences → Copilot as a clinic clinician or Practice settings → Copilot as a solo provider to show or hide the launcher.

  2. Check AI usage

    Open AI usage in the same settings area to review monthly usage. Clinic administrators manage team allowances. Solo providers can manage their own allowance.