AI Client Insights

Client Insights will consist of Key Changes and Key Patterns.

Key Changes lists what has changed since your last visit as short bullets under the Client Insights heading, so you can get up to speed without rereading past chart notes. Client Insights is included with AI Charting by Healthie at no additional cost.

Setup

Turn on Client Insights for each provider who should see it. Admins and organization owners manage member permissions.

1. If you have not done so already, enable AI Charting for your account.
2. Go to Settings > Members.
3. Click Edit next to the provider.
4. Click Permissions 
5. Scroll to charting 
6. Turn on the member permissions for “can generate client insights”
7. Save your changes.

Repeat for each provider who needs access.

When Key Changes Appears

Key Changes compares your client's chart against an earlier visit, so your client needs at least two scribe visits.

When you'll see it

Client Insights appears on your client's Overview page when all of the following are true:

• AI Scribe setup: AI Scribe is enabled for your organization and set up for the appointment type, including a linked chart note template. See AI Scribe by Healthie.
• Member permission: Your member permission for Client Insights (“can generate client insights”) and Scribe (“can autogenerate charting notes by AI Scribe”) are turned on.
• Appointment history: Your client has 2 or more past individual appointments that use an AI Scribe appointment type.
• A change in the chart: Something in your client's chart has changed since the start of your second most recent visit. If nothing has changed, Client Insights has nothing to show and you will see a message No changes have been identified
• You are on the care team of the client: Whether you are the primary or secondary provider, make sure you are listed as a care team member

Empty State (No Insights Yet)

If your client doesn't have enough history yet, the Overview page shows this message instead:

These appointments don't count toward the 2 visits:

• Group appointments
• Cancelled, no-show, and rescheduled appointments
• Appointments without AI Scribe set up
• Appointments whose scheduled start time hasn't passed yet

Viewing Client Insights

Open your client's Overview page to see key insights in a labeled section.

Each summary gives you 2 to 4 short bullets. For example:

• HbA1c 6.1 → 6.8
• Weight 182 → 180 lbs
• PHQ-9: 14 → 9
• Client reports new fatigue

What Key Changes Includes

Key Changes reports what changed in your client's chart since the start of your second most recent visit. This is the cutoff, and it's why your client needs 2 past visits. For example, if you saw your client in January and March, the cutoff is the start of the January visit. Key Changes covers January, March, and anything added since.

Key Changes reads these parts of the chart:

• Medications: Medications added or changed since the cutoff, whether entered manually, self-reported, or prescribed. eRx stops and dose changes aren't included. Supplies, such as needles or test strips, aren't treated as medications.
• Diagnoses and allergies: Diagnoses and allergies added or changed since last session. Allergies of all types are included: drug, food, and environmental.
• Metrics: Client Insights compares your client's newest reading with last reading taken and shows the change as before → after. A reading that hasn't changed, or a first reading with nothing to compare, doesn't appear.
• Assessment scores: Submitted PHQ-9 and GAD-7 forms, compared the same way as metrics. 
• Lab results: Structured results received on or after the last session, from labs ordered through Healthie or imported from Junction, Fullscript, or Change Health. A lab appears when its value changes or it's flagged abnormal or critical. Flagged results share one bullet with up to 4 values, most severe first, and the bullet ends with "more in the chart" when more remain.
• Most recent locked chart note: Your client's latest locked note, from a Scribe or manual visit. Client Insights uses it for changes your client reports, such as symptoms, sleep, eating, behaviors, and events. They appear only when your note shows them as new or different. If your note gives a before and after number, such as hours of sleep, Client Insights shows it as before → after. 

Lab PDFs and pending orders aren't included. If a metric value and a chart note conflict, the metric value takes priority.

How It Updates

Key Changes updates when any of the following happens:

• You lock a chart note (Scribe or manual) as a member of your client’s care team.
• A medication is added, changed, or marked inactive.
• A diagnosis is added, changed, or resolved.
• An allergy is added, changed, or marked inactive.
• A lab result is received from an integration.
• A PHQ-9 or GAD-7 assessment is completed 
• A metric is logged or updated.

Editing Client Insights

You can edit Client Insights directly on your client's Overview page.

1. Click the pencil icon in the top right of the Client Insights box.
2. Edit any text in the box.
3. Click Save

After you edit, the bottom left of the box shows who edited it and when. To tell us how a summary did, click the thumbs up or thumbs down icon in the lower right of the box.

Note: Your edits apply to that summary only. They don't carry through to future Client Insights. To change what Client Insights reports next time, update the information in the chart.

Limits & Troubleshooting

Good to Know

• Starting point, not a full record: Client Insights highlights the most clinically significant changes, so not every data point appears. Wording and selection vary across your clients and visits.
• Editing: Your edits to Client Insights do not carry through to future Client Insights. Change the information directly in the chart to have it reflected the next time Client Insights updates.
• Medication doses: Client Insights sees which medications are on your client’s chart and whether each one is active or inactive. A dose change appears only if you documented it clearly in a locked chart note.
• Inactive medications: A medication marked inactive may occasionally still appear. Check the chart to validate which medications are still active. 
• Lab PDFs: Only structured lab results are read.
• Latest locked chart note: If you document a change in a chart note from a non-Scribe appointment and it's your client's latest locked note, Client Insights can use it. Document anything you want to surface, such as a dose change, clearly in the note.
• Non-Scribe appointments: They don't count toward the 2 visits needed, but their locked chart notes can provide context once Client Insights is active.

Troubleshooting

• Client Insights isn't appearing: Check that your member permission is on, AI Scribe is set up for the appointment type, and your client has 2 or more past individual AI Scribe appointments. Confirm you are on the care team for that patient. Then check that something in the chart has changed since the start of your second most recent visit.
• A future-dated appointment: Client Insights counts only appointments whose scheduled start time has passed. If you locked a note on a future-dated appointment, Client Insights appears the next time something in your client's chart changes.
• Your client's labs aren't appearing: Check whether the lab came through an integration or was uploaded as a PDF, and whether you have permission to view labs.
• An older lab is missing: Labs received before the start of your second most recent visit are excluded by design.
• A value and a note disagree: The structured value wins. Update the metric or the chart if the value is wrong.

If Client Insights surfaces something unexpected, misses something important, or stops appearing, email hello@gethealthie.com or contact your Healthie representative.

What's Coming

Key Patterns will look for recurring themes that come up during your client's appointments, so you can see what keeps surfacing from visit to visit. It will work alongside Key Changes. 

FAQ

Do I need to enable AI Charting in order to access Client Insights?

Yes. Client Insights is part of AI Charting by Healthie and requires AI Scribe, so you’ll need to sign up for AI Charting first. Client Insights is included at no additional cost. When you sign up, you get a 7 day free trial to try Client Insights and the rest of AI Charting.

How does Client Insights order the bullets?

Bullets are ordered by clinical significance. A new risk statement from your client, such as self-harm, suicidal thoughts, or harm to others, always appears first. After that, Client Insights lists:

• New or worsening measured values, such as metrics, labs, and PHQ-9 and GAD-7 scores
• Improvements in measured values
• New or worsening problems, such as a new diagnosis or a symptom your client reports
• Improvements your client reports
• Medication, treatment, and referral changes

How are the bullets written?

• Before and after: Values that changed show as before → after, with the unit recorded in the data. A number with no recorded unit appears without one.
• Client-reported changes: These start with "Client reports" and appear only when your note shows something new or different since your last visit. Things your note describes as ongoing don't appear.
• Medications: A medication added to or changed on the chart appears as "added" or "changed." A medication your client mentions that isn't on the chart appears as "Medication reported."
• Diagnoses: Client Insights names a diagnosis only if it's on the chart, you documented it, or your client says they have it. Otherwise it describes what was said.
• Plain statements: Bullets state what was reported, without causes, clinical labels, or judgments such as "good" or "concerning."
• Your advice and plans: Advice, education, and plans you documented aren't treated as changes. A referral or order counts only when your note says you placed it.