General
Gillie supports the pre-filling of customer plans using artificial intelligence. Customer plans are brought into Gillie as defined by the main 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 the tab.
Creating a New Plan
- Select New Plan and fill out the 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 changes as needed.
- You can save the plan as a draft if you want to pause working on it.
- When you are ready, select the sections you want to save by clicking the lock icon.
- The plan can be downloaded as a Word or PDF document.
- By clicking the eye icon next to the lock, you can activate AI to monitor the plan’s implementation.
- Press Done when the plan is completed. The new version will be saved in the history as a continuation of previous plans.
Monitoring Implementation
The implementation of the plan is monitored automatically 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 carried out.
- Whether it appears that progress is being made toward the planned goals.
Important. Artificial intelligence makes suggestions, but the final decision is always made by a professional.