General
Gillie supports pre-filling customer plans using artificial intelligence. Customer plan templates are provided in Gillie as defined by the administrator and can include, for example, customer plans, care plans, service plans, or other types of plans created for customers.
How to View Previously Created Plans
- Open the customer and go to the New Plan tab.
- Previous plan versions are listed on this tab.
Creating a New Plan
- Select New Plan and click fill new plan.
- Choose the desired plan template.
- Artificial intelligence pre-fills the plan and its various sections while allowing you to edit the text content.
- Review the plan and make any necessary changes to the text fields.
- When you are ready, select the sections you want to lock and include in the plan by clicking the lock icon. Sections that are not locked will not be included in the plan.
- By clicking the eye icon next to the lock, you can activate AI to monitor the implementation of that section of the plan. The section must be locked for AI to perform monitoring.
- Press done when the plan is completed. The new version will be recorded in the history as a continuation of previous plans.
Tip. In Gillie, you can save the plan as a draft if you want to leave the plan unfinished. You can return to complete the unfinished plan. However, note that AI does not monitor plans saved in draft status.
Monitoring Implementation
The implementation of the plan is automatically monitored if you activate tracking for certain sections:
- Progress of measurements relative to target values (e.g., weight, blood pressure, activity).
- Whether actions recorded in the plan have been performed.
- Whether it appears that progress is being made toward the planned goals.
Important. AI makes suggestions, but the final decision is always made by the professional.
Tip. The plan can be downloaded as a Word or PDF document if you want to transfer it to another information system.