How AI Case Summaries Work

Overview

PSA 360's AI assistant reads attendance, intervention history, and parent contact records to draft narrative summaries — never policy decisions.

What AI summaries include

• Attendance pattern in plain language.
• Recent interventions and outcomes.
• Suggested next action with rationale.
• Optional parent-facing version in the family's language.

What AI does NOT do

• Decide whether to escalate.
• Send messages without staff approval.
• Access information outside the student's record.

Step-by-step

1. From the case → Generate AI summary.
2. Wait 2–4 seconds — draft appears in the right rail.
3. Read every sentence. Edit anything that's wrong.
4. Click Approve to save to the timeline; otherwise discard.

Best practices

• Always read the source records the AI cites.
• Edit tone for the audience (parent vs. internal).

Common mistakes

• Pasting the AI draft into a parent message without language review.
• Approving a summary that mentions a sibling case (not in scope).

Related articles

• AI Safety & Review (visual guide)
• How to Prepare a SART Packet