Customize, generate, and review client debriefs

Choose the debrief setup

1. 1
   Open Debrief setup

   Standard is selected by default and includes the common report sections, measures, and care signals.

2. 2
   Choose a preset or individual items

   Session prep creates a shorter review. Full review includes every available item. Any selection can be changed.

3. 3
   Add an AI request when needed

   Describe a specific question or pattern to check. The debrief marks missing information instead of filling in unsupported details.

4. 4
   Save the setup

   The saved setup runs the next time you generate a debrief and stays in place for future clients.

Generate a debrief

1. 1
   Select a connected client

   A connection is required to gather supported client information.

2. 2
   Generate the debrief

   The summary uses the saved setup and the client information available at that time.

3. 3
   Review the result

   Check the summary, safety review, selected cards, requested AI focus, and missing information.

Compare versions

Use the comparison controls to view two debriefs and identify recorded changes. A difference can reflect new data, changed sharing, or a different summary—not necessarily a clinical change.

Verify before use