# Checklist AI Assistant ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/d6a99a0b-d5b3-4ffd-b76d-f860ec9bcd61/AI%20cover.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9e9ab1442b33b9bbffa196ae16b37503c49785300b537bd12292dc84f38dd4e3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject "left-50 =642x394") # Basics The new **Checklist AI Assistant (aka ‘Prefill’)** feature provides **a checklist prefill solution** **for faculty** using **AI-based analysis of transcribed interactions** (such as patient-provider simulations)**.** It aims to **help teachers** **complete individual student checklists** during video reviews. > Using the transcript text as a basis, the **AI attempts to answer questions and provide recommendations -** which **teachers can accept or ignore**. > > ***Example:*** > > > *If a student greets the SP during an encounter, this will be evident from the conversation transcript.* > > *Let’s say the student greeted like:”Good morning Mr Wolf”.* > > *If the FON checklist includes a question asking whether the student greeted the SP, the AI could automatically provide a "yes" response or suggestion.* :::info The Checklist AI assistant feature uses a new data-processing engine that ingests a video **transcript and the related FON checklist,** then returns **proposed fill results** for the checklist. **➡️** The engine provides a **confidence level** for each checklist item so the Faculty users can **quickly identify and rate** the questionable items and run through the checklist swiftly. ::: This tool significantly * **reduces the workload of faculty** * **reduces the time and effort** needed for human reviewers * automatically **maps specific sentences** from interactions to **relevant checklist items** * maintains **accuracy**. By structuring responses in this way, the application produces **clear, consistent outputs for evaluation**. :::tip The feature is **hideable** and hidden by default. ::: AI Prefill is available to **admins and faculty members** (all users who previously had access to data entry functions). :::info Prefill is only available in English. ::: ## Pre-Conditions for Prefill Generation The Checklist AI assistant feature only activates when the following preconditions are met: o A video has an **associated transcript**. o The video has an **associated FON checklist**. o The Checklist AI assistant **Availability setting is enabled** in your LearningSpace instance ([System Manage](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/local-settings-aF4ZnTyKHr)r). ## Enabling Checklist AI assistant The Checklist AI assistant (Prefill) Availability setting can be enabled in the [System manager](/doc/system-manager-ar9EDnlVcL) ([Local settings](/doc/local-settings-aF4ZnTyKHr)) by *Admin or System Manager* privileged users. :::warning You can find **two toggles** at the bottom of the interface. One toggle controls the [Transcript feature](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/how-to-use-the-video-transcript-tool-B2VCAfptbp), and the other controls the AI assistant. ***IMPORTANT:*** The AI assistant cannot function without the Transcript enabled. It is **a prerequisite**. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/66df3a4e-d6ee-4822-b2f4-fc55aaf42b83/enable%20checklist%20prefill_system%20man.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=636b0197c6a3f49512e78e8c3a60741698f4d65b08c00d2b364af4f6e1a99ddb&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =411x382") Once the admin user has enabled the Transcript and then the AI assistant (Checklist Prefill), the features become available to users (based on their permissions). ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/c4d79db8-881b-4f14-aaf0-49966c06767e/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=6e42a5359c9ae034c6cbd6870bcf8a695e7bf1e501603b1b81a0d0bcd4c68137&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =570x83") :::success Once the Checklist AI assistant is globally enabled, the system automatically generates a Prefill for the FON checklist related to the relevant videos IF: * A **video** has an **associated transcript** * and an **associated FON checklist**. During this process, the user is presented with feedback on the **status** of the **generation process** and can use the **Refresh** button as well. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/2c34f09d-f040-4a58-9214-c1adf363f2cd/generating_refresh.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=5c12b599edeef1698b073adcb7d07774d34817abd4765a0fad6e6aba752ec35c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ::: ## How does the Checklist AI assistant work? 1. Once a **video recording is completed** (when the user clicks the stop button), the transcript begins **generating**. 2. Immediately afterward, the **AI begins evaluating** the answers. 3. Once this is done, both the **Transcript and the AI assistant** become **available**. 4. The AI assistant is **visually represented by the color purple** throughout the LearningSpace. If a recording has an AI assistant, a purple box appears below the top row on the Video Review/Data Entry tab. This box contains a **brief description and a toggle** that the user can use to reveal the AI's answers. If the AI has not yet run or the **transcript has not been generated**, the toggle will be disabled, and a hover message will indicate that the system still needs some time. :::success Faculty users can **toggle the Prefill** for a given checklist at the top of the checklist during [**Data Entry**](/doc/data-entry-in-video-review-SCAvrPFfaV). ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/6b5aef0a-b518-45b0-88ad-7cf14c83f8b7/activate%20AI%20toggle.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=18b275916bc737aa39aba9831697d23c2f626cbd4f2c68b8f544c2802670c3c2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =514x306") **Enabling the AI Assistant:** Toggle the switch at the top of the screen to make the AI visible. ::: Users can toggle the AI **on and off at any time**. If you manually accept **the AI's answers**, these answers will **remain** in the input field even if the AI is turned off. The answers can still be edited, but all purple elements (indicating AI suggestions) disappear from the screen. :::info Faculty users **hovering over** **a checklist item** are presented with an **AI Insights** bubble, displaying * a **suggested correct answer** highlighted (in purple) * a **confidence level** for items that could have been evaluated by the engine and * a **timestamp** ***(“Jump to source”)*** **for each evaluated item** for navigating to the corresponding video section. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/f70cf795-37bb-4c1b-a68c-eeb29345025f/srv_ai_dark.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=e8f14c6fbd6aadbc6253ff83e1ef055cf896e24615df9e6b848e62741d8fe130&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1263x2592") #### **Jump to Source** > The AI makes its recommendations based on the transcript, specifically on what was said in the video. These can be considered evidence that the user can verify. The **Jump to Source** function provides timestamps that the user can click on to view this evidence. This could be a single timestamp or multiple timestamps. **Confidence Level** > The AI can score the **confidence** of its answers. This allows faculty members to know whether they need to double-check a particular question. > There are **3 categories**, indicated by stars: ⭐️ = least confident, ⭐️⭐️⭐️ = most confident. > > If you wish to **accept the answers suggested** by the AI (Chat GPT), click the **Use AI Answer** button. :::warning WARNING: Checking the button **overwrites your current response**. ::: You can **withdraw** the selected AI answer with the **Undo** button. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/e970174e-cefc-4d57-82a7-b8c78c6ace79/UNDO.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d24cf3046677d476fdcb9245ddae603d5e0cf7b635be9304e240b5adfc778507&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =471x334") ### :::info If a Prefill value could NOT be generated for a checklist item, ***“No suggestion”*** is displayed. ::: :::warning If the global Checklist AI assistant setting is enabled AFTER an existing video is processed, the video will NOT have a Prefill available. ::: :::warning *IMPORTANT:* When a user changes a [checklist's content](/doc/checklists-case-parts-MEst6SU79S) in a [Case](/doc/case-content-NaCHuJ1Rn3) with an associated Prefill, the system **does NOT generate** a new prefill for that given checklist. ::: ### Supported Checklist Items Users can apply the prefill service for the following types of [Checklist Items](/doc/items-Jg8T3db0qZ): * [Radio Button](/doc/radio-button-SelF1brNj0) * [Yes/ No](/doc/yes-no-9yy993mSR6) * [Correct Technique - IT - ND](/doc/correct-technique-it-nd-ylfiZznBHv) * [Drop-down](/doc/drop-down-Y9JP146a8I) * [Checkbox](/doc/checkbox-PdsG0EcKrW) * [Text](/doc/text-PjSbuSmn61) * [Matrix](/doc/matrix-MPiUSaXczk) For **checkboxes and radio buttons:** items are highlighted in purple with a shadow behind them. ![Radio button items highlighted](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/3dfb2a92-c91b-4e3b-b880-35761dfd4cce/radiobutton.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=6054d8d457ee431cdacf63912ae6b41c5256c168c3ea0ce66b3044c306a8c34c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =398x733") ![Checkbox items highlighted](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/474be3b2-2510-4dd7-9e3b-b98ea9d256ee/checkbox%20AI.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=71c3550be7f90cc4d56cde76aa55dcb9bc4db75dc8811287e25f54c44fffd2eb&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =257x143") For **dropdown and free-text:** A purple box containing the recommended answer appears. If the user hovers over a purple item, a tooltip appears with additional information. For dropdown questions, the purple box displays the correct answer from the dropdown, which the user can accept by clicking the button. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/baf36dd6-4139-4c16-96d9-6fd5098544af/AI%20text%20item.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=926b3d9bdb59d77d942f9f0d8aed0b28d989ec9b2c52d25dc49663a9c0e044c4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =385x506") Any text entered by the user in the free text or dropdown fields will be replaced by the AI-generated answer upon clicking the **"Use AI Answer"** button. This behavior is highlighted by a warning message displayed to the user. *“Clicking the button will overwrite your current response.”* ![Items not numbered in the checklist (Item counter turned off in the Case Content) ](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/a73fecfe-d214-4eef-a1be-7502a1dc13be/AI%20no%20number.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=2dff3f345203a2710239c1cb3d3419bbe0a70d43d89cf9ee82d4c92c42ba9a01&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =428x438") If AI cannot generate answers, the following notice is displayed: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/3943dad9-26d6-4ba2-a681-76abb79bcbb6/unable%20to%20generate.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=656828e3c6d74376660f6949f47779779b7498511a20dc7b456ff45f5a3632ba&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =428x214") If the AI is unable to find a suitable response to any of the questions asked, this message is displayed to the user. *“Unfortunately, the AI was unable to find an answer to any of the questions in the checklist. We are unable to assist you at this time.”* ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/e0bb1b07-7538-4f08-a227-3a90b6ec425a/unable%20to%20find%20answer.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=64c2cbc6f80848131b4a08e2ca27a6739083863dcc35ae20503ef202a0449bf4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =428x207") If **LS cannot reach the AI server** for any reason, an error message will appear: *“AI server is currently not available. Please try again later.”* ### **Best Practices for Writing Checklists for the AI Checklist Assistant** For the AI to perform its job more accurately and effectively, the checklist items themselves **must be written clearly and intentionally**. Our ***Best Practices for Writing Checklists for the AI Checklist Assistant*** guide explains how to write *Questions and Answer options* that the AI can reliably interpret and match to the transcript. :::info Learn more here: [Best Practices for Writing Checklists for the AI Checklist Assistant](/doc/2b60b627-b877-4137-a284-853e91f6fc2f) ::: ## User Rights and Responsibilities **• Acceptance of Terms** By enabling the Checklist Prefill feature, you agree to these Terms of Use set forth by Elevate Healthcare. A disclaimer below the submit button states that the AI may make mistakes. This is a legal requirement. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/102d2cb6-4b20-486e-a18e-1e59e6f14179/AI%20disclaimer.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9a61d1346307dbb22c469628189ea4ba279d3cf2bde5f3fbe99219ca5b960f04&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =531x113") **• Access to Checklist Prefill Feature** If you disable the Checklist Prefill Availability setting, LearningSpace will cease generating prefills for FON checklists. **• Data Privacy and Security** You retain ownership of all content provided to LearningSpace, including transcripts and FON checklists. You have the right to access, correct, and delete your data in accordance with Elevate Healthcare’s data management policies. ***Limitation of Liability*** *Elevate Healthcare and its providers are not liable for unauthorized access to user data or indirect, incidental, or consequential damages associated with the Checklist Prefill feature. This limitation does not intend to restrict any legal rights you may have.* ***Amendments to Terms*** *Elevate Healthcare reserves the right to modify or update these Terms of Use to reflect changes in our services or compliance requirements. Users will be notified of any material changes, and continued use of the Checklist Prefill feature after such modifications constitutes acceptance of the revised terms.* :::info Customers with an offline LearningSpace System **do not have** access to this feature. ::: :::tip For further information or assistance with the Checklist AI assistant feature, please contact [ls-support@elevatehealth.net](mailto:ls-support@elevatehealth.net). ::: :::success [AI tools in LearningSpace](/doc/ef7be453-2b82-473c-9ec1-aae32b3311ec)  [AI tools in LearningSpace - How to](/doc/747f6b97-0c16-4c7e-9c7f-eb32426543c7) ::: --- **Documents** - [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB) - [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY) - [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt) - [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT) - [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV) - [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg) - [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0) - [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ) - [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC) - [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9) - [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC) - [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS) - [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)