> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/designer/ai-features/ai-data-view.md).

# 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](https://docs.welkinhealth.com/admin/apis-and-integrations/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:

| Field                  | Required | Description                                                                                                                                                                                                                                                                                 |
| ---------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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| **Outdated Threshold** | No       | Number of days after which generated content is considered outdated and should be regenerated.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

1. In the Designer, open the record group where you want to add the widget.
2. In the **AI Summary Config** section, enter a **Prompt** describing what the AI should generate from the patient's data.
3. Optionally, add one or more **refs** under **Context**:
   * Select the **ref type** (`CDT`, `ASSESSMENT`, `PROGRAM`, or `ENCOUNTER`).
   * Enter the **name** — the exact internal identifier of the object (case-sensitive).
   * Optionally enter a **title** for display purposes.
4. Optionally, set an **Outdated Threshold** in days.
5. Save and publish the configuration.

> **Note:** A prompt is required. Saving a record group with an `AI_AI_SUMMARY` component 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](https://docs.welkinhealth.com/care/data-views/ai-widget) for what care team members see and how they interact with it.

***

## Related Topics

* [AI Assistant (Admin)](https://docs.welkinhealth.com/admin/apis-and-integrations/ai-assistant) — license and provider configuration
* [Custom Data Types](/designer/custom-data-types/custom-data-types.md) — CDT overview
* [Programs and Phases](/designer/programs-and-profiles/programs-and-phases.md) — program configuration
* [How to Create Navigation Layouts](/designer/navigation-and-layout/how-to-create-navigation-layouts.md) — placing components in layouts


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