Plan Assistant¶
Overview¶
The plan assistant is the AI column of the web HEP builder, of the classic plan editors, and the AI Assistant of the app's Manage HEP, for clinics with the planAssistant flag. A therapist says what should change, in words, and it happens on the plan in front of them, step by step, as they watch. "Add clamshells 2×15 on Monday and Wednesday", "bridges: 4 sets on Tuesday only", "make Friday the same as last Tuesday", "take the hamstring stretch off the weekend", "the knee template on Mon/Wed/Fri": each becomes one or more small changes to the week on the canvas, the rows it touched light up for a moment, and everything else stays exactly as it was: the other days, the notes, the set plans, the pain and effort targets.
Nothing reaches the patient until the therapist saves. Every answer can be undone with one click, and manual edits and the assistant's live in the same plan, so the therapist can type, drag and ask in any order.
Where the flag is off, every surface keeps its older assistant, which proposes a whole rewritten week to accept or reject (Therapist AI Plan Generation).
What it does¶
| Request | What happens |
|---|---|
| "Add bird dogs 3×12 on Mon and Wed" | The exercise is added to those days, after the last exercise of its block |
| "Add a plank" (no dose, no days) | The therapist's usual dose for that exercise if they have one, else 3×10 (3×30 s for a hold), on the days the week already uses |
| "Bridges 4 sets on Monday only" | Only Monday's bridges change; the other days keep 3×10 (the builder shows them as two rows) |
| "Make the wall sit 45 seconds", "add 5 kg to the squats", "12/10/8 on the step-ups", "note: keep the back straight" | The dose, load, per-set plan or note of that exercise changes |
| "Bridges 10 reps with a 5 second hold", "rest 60 seconds between sets", "left side only", "tempo 3-1-3", "walk 200 m", "RPE 7" | The rest of the prescription: the hold, the rest, the side, the tempo, the distance, the target effort. Each is a field of its own that the patient sees under the dose, not a line buried in the note |
| "Chin tucks as needed", "the breathing exercise every 2 hours" | The exercise is marked as needed, or every N hours, on the days named: the patient reads that label under the dose, and the exercise stays in the session like any other |
| "Put the stretch first", "the plank after the bridges", "the calf raises last" | The order inside the session changes; nothing else moves |
| "Call Tuesday's session mobility", "name the morning session warm-up" | The session gets that name (the focus line the patient sees) |
| "Swap Wednesday's sessions", "put the evening session first", "on every day put the morning one first", "add morning gymnastics on Monday before the main session" | The sessions of the day change places, whole: exercises, doses, blocks, block notes and the session's name all move together; on every day named, or on every day with two sessions. A new morning session is created and put first. A session the patient has started stays where it is, and the reply says so. Older app builds are told to update the app first |
| "Note for the warm-up: go slowly, no pain", "remove the cool-down note" | A note the patient reads above that block, on the days that have the block. Patients read block notes in the workout logbook, so this works where the clinic has it (workoutLogbook); elsewhere the assistant says so and suggests a note on an exercise |
| "Move the clamshells from Monday to Tuesday" | The exercise leaves Monday and lands on Tuesday with the same dose |
| "Swap the bridges for single-leg bridges on Friday" | Replaced on that day, dose kept unless a new one is given |
| "Copy Monday to Thursday" | Thursday becomes a copy of Monday (replacing what was there) |
| "The same as last Tuesday", "repeat what she did on the 21st" | One of the patient's past sessions (done or missed, last four weeks) is copied onto the days named, exercises, doses and notes included |
| "My knee template on Mon, Wed and Fri" | The template's exercises are added to those days. A template is used only when the therapist names one or asks for one; "my" means one the therapist made |
| "Clear the weekend" | The days are emptied |
| "Make it easier" / "progress it" | Sets, reps, holds or exercises change in sensible steps, and the reply says what was chosen |
| Notes about a new patient on an empty week | A first week is built from the notes, exercise by exercise, on the canvas |
| "A plan for the week", "5 exercises a day for the week" | The days differ: two or three sessions with their own emphasis (for example range of motion, strength, balance) alternate, and only a few key exercises are on every day. The reply says how the days differ. "The same every day" keeps them identical |
The assistant also understands weekdays, dates, "tomorrow", "twice a day" (a second session of the day), Russian as well as English, and the exercise names the therapist uses even when the library spells them differently. It addresses up to two weeks from today (the app's window and the builder's week both fit), but it does not plan progressions beyond the week shown or start a plan later. When a name could mean several very different exercises, it asks, with the options as tappable chips; when an exercise is not in the library at all, it says so and offers the closest ones.
Days the patient has already started are never touched; the reply says so when the therapist asked for one.
The notes step¶
With the flag on, Build with AI on the notes step opens the builder blank and hands the notes (and any attached referral or scan) to the assistant: the first week builds itself on the canvas, exercise by exercise, and the therapist shapes it from there. A whole program takes longer than an edit (see the internals); Building the week… shows while it works. Skip & create manually still opens the builder blank with nothing sent.
In the app¶
In Manage HEP, with the flag, the AI Assistant sheet sends the request to the same assistant, and opens with up to three suggested requests above the box (Suggested requests): tap one, or tap the box to type (the keyboard then comes up and the suggestions step aside; a tap on the sheet puts it away again). The plan stays on the screen while a slim strip under the header says Thinking… then Making the changes… with the reply as it arrives and a Stop button; each change lands on the Program or Sessions view the moment it is made, the row it touched lights up, and one Undo AI reverts the whole answer. A question, or an exercise the assistant needs picked, reopens the sheet with the options as chips above the box. Days the patient has started stay as they are (when the first session of a day has started, a change goes into the day's next session). The app can't add a session to a day yet: "twice a day" goes into the sessions the day already has, and the banner says so. The changes are saved by the screen's autosave, as every other edit, and leaving the screen stops an answer that is still coming. Swapping or reordering a day's sessions works on days that already have two sessions; the app cannot create a second session on a day yet, so "add a morning session" there lands in the existing session, as before. Without the flag, the sheet keeps the older assistant, which replaces the week after a wait.
Suggested requests¶
Before the therapist types anything, the column (and the app's AI sheet) offers a few requests as buttons, read off this patient's record and the week on the canvas, so the likely next move is one tap: Ease off Glute Bridge (pain 7/10 · Mon, Oct 26), Act on the note about Hamstring Stretch ("My knee clicks on the way down") or on a note left after a whole session, Progress Clamshell (done 2× in two weeks · effort ≤ 4/10), Make the week lighter (2 sessions missed last week), Make the week easier (pain 5.3/10 on average last week), Progress the week (100% done last week · pain ≤ 3/10), Restart gently (no session done in 21 days), Repeat the session of Mon, Oct 26 when the week has fewer session days than the patient did last week, Work toward the goal (Run 5 km without knee pain), and for an empty week Repeat last week or Build a week for ACL reconstruction (8 weeks since the surgery). When the record says nothing in particular, the general ones stay: Add a warm-up or Add a cool-down when the week has none, Make it easier, and Progress it once the patient has done a session without pain above 3/10.
The record only speaks when it says something: a pain that has settled since (a later rating of 3/10 or less) brings no "Ease off", a session the app marked done because the patient only opened it (clinics with app-entrance tracking) counts as no evidence, a rating the patient gave the whole session (the logbook, the quick finish) holds back every step up, and a note that only says "ok" or "done" is no note. Warm-ups and stretches are never offered a step up, and while the week as a whole is to be eased, lightened or restarted, nothing beside it suggests the opposite.
A tap sends the request as if it had been typed, with the reason in it ("Make Glute Bridge easier: the patient reported pain 7/10 on it on Mon, Oct 26."), so the reply and the changes can be undone like any other. A patient's own words go into the request as their report, in quotation marks: the assistant weighs them but never files them as facts the therapist stated. At most five show on the web; they are read once the patient's plan is on the canvas (so the column opens with them), refresh while the column shows them when exercises are added, moved to another day or dropped (the old ones dimmed for that moment), and are back at once after Start over. In the app, up to three rows sit above the box every time the sheet opens, read as the week loaded and again once it settles after a change, never in the middle of an answer. Changes are made by AI, as the line under the title says; the suggestions themselves are plain rules over the record, so they appear at once. See the rules.
In the column¶
- The reply, in the therapist's language, says what was done and which default was chosen.
- Under it, one line per change: Added Clamshell · Mon, Wed · 2×15, Changed Glute Bridge · sets 3 → 4 · Tue, Repeated the session of Oct 20 on Fri (4 exercises).
- Undo reverts the whole answer, as long as nothing was edited by hand since.
- While it works, the plan can still be edited by hand, and Save changes (or Send to patient) waits until the answer is in. When the column is closed (on a phone, or while the notes build the first week), a slim strip under the plan shows what it is doing, with Stop.
- Questions come with options to tap; a tap sends the answer.
- Files (images, PDFs) can be attached to a request; the files from the notes step stay in view for the whole conversation.
- "Changes are made by AI. Check them before you save." stays under the title. No sparkles anywhere: the column says in words that AI did the work.
The rest of the prescription¶
Since 2026-10-26 a prescription carries, besides sets × reps or time and the weight: a hold at the end of each rep (seconds), the rest between sets (seconds), the side (left, right, each side, alternating), a tempo ("3-1-3"), a distance (shown in metres for OKTA clinics and feet for OTERA clinics), as needed, and every N hours. The assistant fills them from what the therapist says; by hand they are set under Advanced on a builder row and under More in the app's dosage sheet, and the classic editors show them under the dose. A distance typed in feet stays exactly what was typed. The patient sees them as a short line under the dose on every screen that shows the exercise (the session, the workout, the logbook, the PDF, the app's exercise screens) and in the workout reminders (distances in feet in English, in metres in Russian). As needed and every N hours are labels the patient reads; the exercise stays in the session and is done like any other.
What the assistant sees¶
The request, the week on the canvas, the patient's record (facts the therapist stated before, active injuries and goals, how recent sessions went: pain, completion, notes), the patient's sessions of the last four weeks, the therapist's exercise library (ids and names), how the therapist usually doses their go-to exercises, the names of their templates, and, where the clinic has guidelines, the guidance that applies. Facts the therapist states in a request ("no overhead work yet", "has bands at home") are kept on the patient's record, as the older assistant did.
Flag¶
planAssistant in TenantSettings.features, on only when true; see feature-flags.md. The API hides the endpoint (404) where it is off, and the web shows the older column. Applies at once.