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Generate a care summary or a handover summary

Make an AI summary of one resident's approved care notes or handover notes, then copy it.

BetterCare can write a short summary for one resident from the notes of a period. A Care summary uses all approved care notes. A Handover summary uses the handover notes and the care notes that are flagged for handover.

Make a summary

  1. Open the resident's record. See A resident's record.

  2. Click Generate summary.

  3. Under Summary, select Care summary or Handover summary.

  4. Select the period: Last 12 hours, Last 24 hours or Date range. For a date range, select the first day and the last day in the calendar. A range can be 31 days or fewer.

  5. Read the count line. It tells you how many notes the summary uses, and from how many carers.

  6. Click Generate summary.

The Generate a summary window with the summary type marked 1, the period marked 2, the count line marked 3 and Generate summary marked 4

Read and copy the summary

BetterCare writes the summary. This usually takes about 30 seconds. Then the summary shows in sections, with the list of its Sources under it.

  1. Check the summary against the source notes. AI can be wrong or leave things out.

  2. Click Copy to copy the text. Then paste it where you need it.

  3. Click Done to go back to the resident.

A care summary with its source counts, sections, sources and the Copy button marked 1

Notes that are not in the summary

  • Notes that wait for the carer's approval are not in a care summary. The window says how many, for example 2 care notes wait for approval and are not included.

  • A summary uses a maximum number of the latest recordings or handover items. If there are more, the window tells you how many older ones are not included.

  • If there are no notes in the period, you cannot click Generate summary. The window says No approved care notes in this period. or No handover notes or flagged care actions in this period.

If the summary was not made

The panel says The summary was not made. Click Try again.

BetterCare saves each summary. To open it again later, see Recent summaries.

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