An AI-Based Whole-Person Care Summarization Tool for Care Management Providers

To provide effective care and support to patients with complex medical and social needs, providers must have synthesized whole-person insights on their health-related social needs (HRSN). Often, the only sources of these insights are large numbers of unstructured data coming from a range of sources, which providers struggle to synthesize. Care team members at Pair Team, a medical group that delivers a high-needs care management program for Medicaid beneficiaries in California, routinely review lengthy patient charts comprising demographics, medical and behavioral history, HRSN data, care team interaction history, and care plan information. Pair Team developed and deployed an AI Patient Summary tool to synthesize these diverse information sources. The tool exhibits high accuracy and minimal demographic bias. In full deployment across the practice, it generates approximately 300 summaries daily and has decreased the time spent reviewing a patient chart. This framework provides a scalable model for organizations seeking to safely utilize AI for data extraction to enable providers of complex care management to deliver care more effectively.