Rostery

AI across Rostery

AI Client Brief

Client profile → Generate Client Brief5 steps

A short brief on a participant before you work with them: medical history, risks and support needs, pulled from their own record.

Step by step

  1. 1

    Open the participant from Clients.

  2. 2

    Click Generate Client Brief at the top of their profile.

  3. 3

    Wait a few seconds. Rostery reads their profile, recent progress notes, goals, recent incidents and current medications.

  4. 4

    Read the brief. It is written to be read on a phone in about thirty seconds, which is what a worker actually has.

  5. 5

    It is a summary, not the record. If something matters, open the note or incident it came from.

AI Client Brief — ai client brief
ai client brief

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