Overview
Summarize accessible records, draft follow-up, and ask supported workspace analytics questions.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Use Summarize or Draft follow-up only from a lead or patient you are authorized to view.
- Review every generated response before using it; AI output is assistance, not a clinical or commercial decision.
- For workspace questions, give a clear metric and period; quota, model availability, and role permissions can limit requests.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.