AI Data View
Overview
The AI Data View (UI_AI_SUMMARY) is a configurable UI component that displays AI-generated content within a patient record group. It does not simply summarize — it retrieves and generates content from the patient's record according to whatever prompt is configured, using a set of attached data references as source material. The prompt might ask for a narrative summary, but it can just as easily ask for a specific answer, a list of open items, or any other prompt-driven output grounded in the patient's data.
The AI Data View requires the AI Assistant license to be enabled for your organization. See AI Assistant for license and configuration details.
Configuration Fields
When adding an AI Data View to a record group in the Designer, the following settings are available:
Prompt
Yes
The instruction text sent to the AI model. Describes what the AI should generate from the patient's data — for example a summary of recent program activity, an answer to a specific question, or a list of outstanding assessments.
Context — Refs
No
A list of data references the AI agent uses as source material. Each ref has a type, a name (the internal identifier of the object, e.g., a CDT name or program name), and an optional title (display label). Supported ref types: CDT, ASSESSMENT, PROGRAM, ENCOUNTER.
Outdated Threshold
No
Number of days after which generated content is considered outdated and should be regenerated. Defaults to 7 days. Must be a positive integer.
Adding an AI Data View to a Layout
In the Designer, open the record group where you want to add the widget.
In the AI Summary Config section, enter a Prompt describing what the AI should generate from the patient's data.
Optionally, add one or more refs under Context:
Select the ref type (
CDT,ASSESSMENT,PROGRAM, orENCOUNTER).Enter the name — the exact internal identifier of the object (case-sensitive).
Optionally enter a title for display purposes.
Optionally, set an Outdated Threshold in days.
Save and publish the configuration.
Note: A prompt is required. Saving a record group with an
AI_AI_SUMMARYcomponent type but no prompt will result in a validation error.
How It Appears in Care
Once configured and published, the AI Data View appears in the patient record group. The content is generated by the AI assistant using the configured prompt and the data from the specified refs. If the existing content is older than the outdated threshold, the widget indicates that a refresh is available.
See AI Data View for what care team members see and how they interact with it.
Related Topics
AI Assistant (Admin) — license and provider configuration
Custom Data Types — CDT overview
Programs and Phases — program configuration
How to Create Navigation Layouts — placing components in layouts
Last updated
Was this helpful?