Insights & communication
Use automated insights and risk signals responsibly
Review generated summaries in context and respond to concerning signals through the practice’s established process.
Treat every output as a review aid
- Check the source date range and which information was available.
- Look for missing sharing, sparse data, contradictory entries, or recent events not represented.
- Confirm material statements with the client and appropriate records.
Respond to a concerning signal
- 1Review promptly
Do not wait for another automated run when the signal suggests timely attention.
- 2Assess directly
Use the provider’s established assessment process and current client contact information.
- 3Take appropriate action
Follow the organization’s safety, escalation, emergency, and documentation procedures.
Keep direct assessment central
Important
Assess current safety directly according to the practice’s process, whether or not an automated flag appears.