Clara is Kibu’s AI assistant that revolutionizes report generation for service providers, you can find her on the bottom left of the sidebar in documentation. By analyzing your organization’s data within Kibu, Clara can create comprehensive summaries and reports for any member, dramatically reducing the time spent on documentation from days to minutes.
Once you click “Let’s Chat” you will be able to chat with Clara and summarize your data :Clara will analyze all data, count reviewed service records and life plan tasks in the selected date range, and ask which type of report you’d like to generate based on a template.
Once you have defined the structure of your template save changes
Your template will now be available any time you use Clara
When creating custom templates, consider your organization’s specific
compliance requirements and reporting standards to ensure generated reports
meet all necessary criteria. If you need help you can always email
support@kibuhq.com
Template Management: Review and update templates if compliance changes for your organization
Data Verification: Always review generated reports for accuracy
While Clara significantly streamlines report generation, it’s important to
review all AI-generated content for accuracy and completeness before using it
in official documentation.