Get instant insights by simply asking Shelly questions about your care flows, eliminating the need to sift through dashboards or wait for the data team to write data queries.
If you skipped the article on why you should be iterating on your care flows in the first place, head over to this article.
How to access Shelly?
You can find Shelly, your CareOps AI Assistant by:
navigating to the CareOps Home page
selecting "Improve" on your left-hand side
What questions Shelly can and can't help with
✅ Shelly can help you understand your orchestrated* care flows by chatting with your data. Whether you need insights on last month's Monthly Active Patients, a breakdown of active care flows and their statuses, or an overview of all track and step completions for a given patient cohort, Shelly's got you covered.
*Orchestrated: while Shelly knows what lives in Design, the true value lies in understanding the performance of these Published care flow designs in Orchestration. Only when an actual human is enrolled in such a care flow and has interacted with the actions you installed, will you understand what and where to improve upon.
❌ Shelly is all about your data. She can't help with non-data-related questions. For example, if you were to ask Shelly for advice on non-data-related topics, such as general knowledge, personal advice, or which tourist hotspot to avoid, she would not be able to provide assistance.
❌ Shelly is as powerful as the data she holds, which means there are couple restrictions (in our first version):
Patient information: as we are fully compliant with data privacy norms, Shelly can't provide patient names, patient codes or other PII, (only the Awell Patient identifier)
Links: as URLs aren't stored as part of the data set, Shelly can't provide links to Patient Profiles or Care flows (only the Awell Patient identifier)
Baseline information: Shelly doesn't know which data points are set as baseline data points, but she knows it's part of the data set she has access to and can answer questions about
Incomplete forms: as partially completed forms aren't submitted to the Awell back-end, Shelly doesn't have data for incomplete forms or the time patient spend on individual questions within a form
❌ Shelly does not remember previous conversations (yet). Once you leave the chat (or are idle for half an hour) - your conversation with Shelly is gone.
What data Shelly has and has no access to
Shelly has access to all the data within your organization. It is the same data you have access to in your data repository, with
❌ the exception of patient information - Shelly does not have access to the patients data or the patients_profiles data.
❌ Shelly does not have real-time data access - refresh rates (i.e. frequency at which the data is refreshed) are 1 hour in Sandbox, and 15 mins in Production.
✅ full overview of all of your:
Care flows
Published care flows
Activities
Forms
Questions
Data points
Data point definitions
👀 tip: in case you got confused about our lingo, head over to our platform terminology for a quick refresher!
What output does Shelly deliver
Now we understand what type of questions Shelly can help with, here is an overview of the output she delivers:
Shelly can answer your questions in text, tables, or charts (one at a time per question you ask)
Shelly provides the SQL query that powers her response. You can take this query and run it in Google BigQuery to dig deeper on certain data elements or speed up building a permanent dashboard for your team.
Help us improve Shelly
Shelly isn't prefect. Sometimes, Shelly might make mistakes or not have the information you need. If you do not agree or would like to understand more, ask Shelly to explain herself and how she got to the answer.
Additionally, help us improve Shelly by giving a:
Thumbs Up (👍): If Shelly hits the mark, give her a thumbs up! Every 👍 helps Shelly learn from her successes and get it right even faster next time. It’s like giving her a high-five.
Thumbs Down (👎): If Shelly misses the mark, a thumbs down helps too. Your 👎 tells us what went wrong, so Shelly can learn new things and improve. Think of it as constructive criticism.
Double-check Important Info: Always review critical information to make sure it’s spot on. Shelly aims for accuracy, but she can make mistakes.
Shelly can make mistakes. It's always wise to verify important information.
Lights, camera, Shelly! And... action! 📽️
Before you get going, note we have some best practices in store so you can get the most value out of your interactions with Shelly → read Shelly's Tips & Tricks.