AI Session Summary for Progress Notes

New Progress Note View & Flow

When you create or edit a RBT/Assistant Progress note, you will see an updated view with three tabs.

1. Session Data Tab
   1. This is the data collection screen you are used to for the progress note
2. AI Session Summary Tab
   1. This is a new screen that will allow you to:
      1. Left Side - Review the data collected in the first tab
      2. Right Side - Generate or Regenerate an AI Summary based on the data you entered
3. Review & Sign Tab
   1. This is the existing review and sign screen in a new location

How to Generate an AI Session Summary

1. Once you have sufficient data collected, navigate to the AI Session Summary tab and click the generate summary button.
2. You may have to wait up to 30 seconds while the summary is being generated.
3. The summary will populate and you can review the summary on the right while reviewing the session data you collected on the left.

How to Edit or Regenerate the AI Summary

1. You can manually edit the AI Summary by clicking the edit button
   1. Type your edits. Once you are satisfied you can save by clicking
      1. "Save"
      2. "Next & Save"
         1. This will move you to the signature tab
   2. Caution: clicking "Undo" will discard all of your changes and go back to the latest summary generated by the AI
2. If you want to regenerate the AI summary, get out of edit mode and click the "Regenerate" button.
   1. This will overwrite any existing Session Summary

How to Review & Sign with or without the AI Generated Summary

1. The Progress Note will be in a scrollable section in the middle of the modal.
   1. If you generated a summary
      1. The AI summary will appear in the Progress Note in the Summary Field
      2. The Session Data will appear below that
   2. If you did not generate a summary
      1. There will be no Summary Field in the Progress Note
      2. The Session Data will appear in the Progress Note
2. You will need to complete the attestation "I Have Reviewed and Accept This Summary" before signing the note if you used the AI generated summary

How to provide Feedback on the AI Summary

1. Below the AI Session Summary you can provide feedback that we will review and consider for updates
   1. Thumbs up
   2. Thumbs Down
      1. Clicking Thumbs down exposes the following Options
         1. Data is wrong
         2. Didn't like the wat it was written
         3. Other
         4. Clicking Other will reveal a text box so you can write feedback