The assistant can answer two kinds of question about your organisation's forms. It can count them: how many of a form are pending, who filed them, when. And it can search what was written on them, for example every case note that mentions a fall.
It only ever works from the forms your role can already open. A count covers those forms and nothing else, and a search never shows words from a form you couldn't open yourself.
Step 1
Open the assistant
In the bottom-right corner of the dashboard, click the Star Beam button. It opens beside the page you're on.
Step 2
Ask for a count
Type a question in your own words, such as how many of a form are pending, and send it. Name the form the way your team does: the assistant finds the matching form for you.
Step 3
See what it did
While it works, the steps it takes appear under your question. For a count, it first finds the form, then counts the responses. The steps go once the answer is finished.
Step 4
Read the count
The answer gives the number of responses you can open. Drafts aren't counted unless you ask for drafts.
Step 5
Search what your notes say
Click the message box, ask which notes mention something, and send it. You can add a client, a staff member or a period, such as this month, to narrow it down.
Step 6
How the search works
This time the assistant reads the answers written on each form, not just who filed it and when. When you give it several words, a note has to contain all of them, in any order. Words match from their start, so "fall" also finds "falls", and accents don't matter.
Step 7
Check each match
Each match links to its note: click the link to open it. A small number next to a quote means the assistant checked those exact words against the note.
Step 8
If nothing comes back
An empty search means no note you can open contains those words. Try a different word, such as "slipped" instead of "fall". Very large searches look at the most recent notes first; if the search couldn't reach back as far as you asked, the answer says how far back it looked.
Keep reading
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