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Using the social history AI agent

📌 Note: There is a monthly fee for CHR AI-powered features based on usage. Contact the TELUS Health Sales team for more information (refer to Contact us).

The social history AI agent analyzes encounter notes and provides smart suggestions to ensure the patient's health profile is accurate. It actively identifies relevant social history information, prompts for missing details, and organizes this data within the patient's chart.

The AI agent limits suggestions to the areas where structured social history is most commonly recorded: Substance Use (Smoking, Alcohol, and Recreational Drugs) and Living Environment. Suggestions for other categories such as employment, diet, and exercise are not generated.

Steps

  1. Start or access an encounter from your schedule, from the Visits dashboard, or from the patient's chart. Refer to Starting an encounter.

  2. Begin writing your notes in the History section of the encounter.
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  3. Click Run agents in the encounter header to trigger suggestions. You can enable automatic mode to generate suggestions automatically during documentation. Refer to Configuring encounter agents run settings.

  4. AI suggestions appear as a count tag in the History section header. Click the count tag to open the Suggestions tab in the AI copilot.

  5. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note. This preview helps you quickly assess the relevance of each suggestion.

  6. You can quickly handle suggestions either individually or in bulk.

    1. Click the checkmark to accept individual suggestions or the X to dismiss them.

    2. For multiple suggestions, click Dismiss all.
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  7. When you click a suggestion badge, a detailed Social History Record opens and a purple AI icon appears next to AI-prefilled fields. The AI automatically pre-fills fields such as type, sub-type, life stage and other fields using available encounter data.

  8. Review and edit the pre-filled information as needed. You can manually fill any fields left blank by the AI agent.

  9. Click Save. The suggestion is marked as accepted and the new or updated item is added to the Social History section of the Health Profile.

    📌 Note: Once you sign the encounter, the suggestion badges disappear. If you unlock the encounter, the suggestion badges reappear.

Updated October 28, 2026

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