AI Data View
Overview
The AI Data View displays AI-generated content based on a patient’s record directly within the Care Portal. The content is generated according to the prompt configured for the data view in Designer, using the AI provider selected for your environment in Admin.
The AI Data View appears in the patient profile when an administrator adds it to a Dashboard.
Reading the Summary
The widget card shows:
AI badge — an "AI" label with a star icon identifies the widget as AI-generated content.
Title — the name configured for this widget.
Generated on — the date the current summary was produced.
Summary text — the narrative summary of the patient's data.
Summary States
Generating
A loading skeleton or a spinner with "Thinking…" followed by partial text as the summary is built.
Ready
The full summary text is displayed with a "Generated on" date.
Failed
An error card reading "Unable to Generate Summary" with a Refresh button.
No summary
"No summary available." is shown if no data exists yet.
Refreshing the Summary
When the summary can be regenerated, a sync icon (↻) appears in the top-right corner of the widget header. Click it to request a new summary.
If the underlying patient data has changed since the last summary was generated, the widget may automatically trigger a new generation without any action required from you.
While a new summary is being generated the sync icon spins and the widget shows a "Thinking…" indicator. The previous summary text remains visible until the new one is ready.
Failed Summaries
If generation fails, the widget displays:
"Unable to Generate Summary"
"We couldn't generate the summary at this time. Please try again."
A Refresh button to retry immediately.
If the problem persists, contact your administrator to verify the AI Assistant configuration in Admin.
Related Topics
Data Views — other structured data displays in the patient profile
New Homepage — Dashboards and Widgets in the Care Portal
AI Assistant (Admin) — configuring the AI provider
AI Data View (Designer) — configuring the prompt and data references for this widget
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