---
title: AI summaries
category: ai
order: 2
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [facilitator, admin]
navigationPath: Cases → (open a case) → Summary panel
relatedArticles: [ai/ai-drafts, ai/ferpa-ai-data-handling, cases/case-notes]
---

## 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.

## Related articles

- [AI drafts](/help/ai/ai-drafts)
- [AI & FERPA data handling](/help/ai/ferpa-ai-data-handling)
- [Case notes](/help/cases/case-notes)

## 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.