Insights and the Monthly overview

AI-powered Insights panel + the always-on Monthly overview stats block.

Two surfaces give you a higher-level view of an area's diary: the always-on Monthly overview stats block on the right column, and the AI-driven Insights panel reached from the purple Sparkles button in the header.

Monthly overview (right column, desktop only)

Sits below the month calendar. Shows:

  • Total entries this month.

  • Daily average.

  • Last entry (date + relative time).

  • Trend vs the previous month — up / down arrow.

  • AI keywords (when AI is enabled): chips for People, Locations, Moods, Topics surfaced from the month's entries.

Insights panel (purple Sparkles button)

Click Insights in the header to open the AI insights side panel. It generates a digest of the area's recent diary activity — patterns, frequent topics, mood trends, anomalies. Only available when AI features are enabled at the realm and per-user level.

Heads up — Insights is a summarisation aid — not a clinical assessment. Decisions about care should be based on reading the full record, not a paragraph of AI summary. Treat insights as a way to spot what to read, not what to conclude.

Tab-to-autocomplete in the editor

When AI is on and you're writing an entry, the editor shows a hint near the toolbar: "Press TAB ⇥ at the end of a sentence to autocomplete, twice to confirm!". The AI offers a sentence continuation; one Tab accepts it, two Tabs confirms it as final.

Tip — Use Tab-autocomplete to bridge a thought, not to write the whole entry. Carers who let the AI write everything end up with vague, generic records — which inspectors notice.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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