Care Plan Drafter

Live Requires Standard plan or higher · Agent role

Industry: Medical — this app appears only on tenants provisioned for that vertical.

Draft care plans from assessments and clinician notes.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Assessment / chart notes (required) — textarea field in the workspace
• Plan focus (required) — text field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Care Plan Drafter under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Fill Assessment / chart notes — Enter Assessment / chart notes (required) in the workspace form.
4. Fill Plan focus — Enter Plan focus (required) in the workspace form.
5. Run the app — Click Generate plan. Output appears in the Result panel with download option.
6. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Assessment / chart notes

Age 42, married, two dependents (8 and 11), household income $145k, mortgage $320k

Facts from discovery — no SSN or full account numbers.

Plan focus

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Build month-end close checklist from AR and AP notes provided.
• Outline 90-day cash-flow steps without inventing revenue numbers.
• Case timeline draft from intake notes and hearing dates only.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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