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AI summaries

Last updated 2026-06-08

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At a glance

  • Who uses it: Facilitators reviewing an active case; admins skimming a case during a handoff.
  • When to use it: Before a case meeting, during a transfer of caseload, or when a long-running case needs a quick refresh.
  • Permissions required: Same as the case itself — facilitator or admin.
  • Navigation path: Cases → open a case → Summary panel (top of the Overview tab).

Purpose

The AI summary turns weeks or months of notes, interventions, and messages into a paragraph you can read in 30 seconds. It is meant for fast situational awareness, not for the official record.

What the summary includes

  • The current concern in plain language.
  • Active interventions and their cadence.
  • The most recent meaningful change.
  • A short list of suggested next steps.
  • Any risks the model has identified (escalating urgency, missed follow-ups, deteriorating feedback).

How it works

  1. Open a case with at least a handful of notes.
  2. The Summary panel either shows a cached summary or a Generate button.
  3. Click Generate. The summary is produced inside AmplifyED's AI gateway from your case's text.
  4. Click Refresh any time to regenerate with the latest activity.

[SCREENSHOT: case-ai-summary-panel] Cases → open case Overview tab with the AI Summary panel populated and the Refresh button visible.

What the summary is not

  • Not a note. It does not appear in the FERPA record unless you copy it into a parent-visible note (which is rarely the right call — the summary is meant for internal reading).
  • Not a clinical assessment. Treat it as an experienced colleague's quick read, not as evidence.
  • Not parent-visible. Summaries never leak to parents or to the dossier export.

Tips & best practices

  • Read the summary first, then jump into the notes you need. It is the fastest way to onboard onto a case you have not touched recently.
  • If the summary is wrong, that is a signal your notes are unclear — fix the notes, not the summary.

Common mistakes

  • Pasting the summary verbatim into a parent-visible note.
  • Treating the "risks" line as a definitive call rather than a prompt to look closer.

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FAQ

Does generating a summary count against my AI quota? Yes. Summaries draw from the same monthly draft cap as note drafts.

Can I disable summaries org-wide? Yes — contact your account manager. The Summary panel will hide and other AI features remain unaffected.

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