Lookout Assist

Overview

What is Lookout Assist?

Lookout Assist is a suite of AI-powered features embedded throughout Lookout. They have been designed to save time on repetitive tasks, improve the quality of information shared between teams, and keep care plans up to date - all while keeping a human in the loop for approval.

Lookout Assist currently reaches into key areas of Lookout:

1. Care planning: creating, updating, and maintaining care plans using documents, observations, incident actions, and form responses.
2. Worker availability: helping Helpers update their availability through a conversational chat interface in the Lookout app.
3. Third-party handover summaries: generating tailored summaries for suppliers so they have the right context about a Member before delivering a service.
4. Budgets: reviewing a Member's Support at Home budget, explaining why funds are being over- or under-spent, and suggesting actions to review.

Each of these capabilities can be enabled independently for your organisation from the Lookout Assist settings area.

 

Where Lookout Assist appears across Lookout

Area	What Lookout Assist does	Who sees it
Care plans (Admin)	Creates new care plans from uploaded documents, updates existing care plans based on care events (observations, incident actions, form responses), and proposes risk assessments	Admins and Care Managers
Availability (Helper App)	Provides a chat-based assistant that helps Helpers set and update their recurring availability schedule through natural conversation	Helpers (via the Lookout app)
Purchase orders (Admin)	Generates handover summaries tailored to the services being delivered, providing suppliers the right context related to their work and protecting the privacy of the full care plan	Admins, Care Managers, and Supplier Workers
Lookout forms	Interprets form responses and summarises response history over time, surfacing trends for care managers	Admins and Care Managers
Budgets (Admin)	Reviews each funding source in a Member's budget on request, explains why spending is running over or under, and suggests actions that staff review before anything changes	Staff with access to view Member finances

 

---

Key features

Handover summaries

Lookout Assist generates tailored care plan summaries for purchase orders, giving suppliers the right context about a Member before they deliver a service, without sharing the entire care plan.

To learn more, take a look at our dedicated Handover summaries article.

Want to learn more about Connect Care and its new features? Read our article.

 

Care plan creation and updates

Lookout Assist can generate complete care plans from uploaded documents (such as IAT’s, clinical transcripts, referral letters, or other clinical notes) and update existing care plans when new care events occur - such as observations, incident actions, or form responses.

When generating or updating a care plan, Lookout Assist:

• Analyses uploaded documents and care events
• Produces proposed changes for the care plan (including entries, summaries, clinical summaries, risks, medications, conditions, and allergies)
• Flags potential issues (such as conflicting information across documents, illegible scans, or missing information)
• Requires a human to review and approve before any changes are applied

This feature is available to Admins and Care Managers from the care plan area of a Member's profile.

To learn more about Care plans with Lookout Assist enabled, read our article: New Care plans.

 

Availability management (Helper App)

Helpers can update their weekly availability through a conversational chat assistant in the Lookout app. Instead of manually filling in forms, Helpers can type naturally - for example, "I'm available Monday to Wednesday 9am to 3pm starting next week" - and the assistant will:

• 1. Understand their request

  2. Show them a confirmation of what it's understood

  3. Save their availability schedule once they confirm

Helpers can submit availability using free text in English, or in their native language. Lookout Assist supports the following languages:

• • English

  • Spanish

  • Portuguese (Brazil)

  • Italian

  • French

  • Indonesian

  • German

  • Arabic

  • Chinese (Simplified)

  • Korean

  • Japanese

  • Hindi

You can simply chat to Lookout Assist in any of these languages, and it will respond in the same language.

The assistant is aware of the Helper's current and upcoming schedules, their time zone, and the next 30 days' dates. For staffers reviewing availability requests, the assistant helps approval workflows move faster by presenting clear, concise schedule summaries.

This feature appears in the Lookout Helper app under the Availability section.

To learn more, read our Availability management article.

 

Forms interpretation

When form responses are submitted (such as FRAT, FROP, PAS etc.), Lookout Assist can:

1. Interpret individual responses: Providing a plain-language summary of what was captured, highlighting changes from the previous response

2. Summarise response history: Looking across multiple responses over time to surface trends and notable changes for care managers

This helps care teams quickly understand patterns without needing to review every individual form submission in detail.

To learn more, read its dedicated article: Clinical forms.

 

Funding analyser

The Funding analyser helps you understand a Member's Support at Home budget. Instead of working through every service line to find out why a budget is drifting, you can ask Lookout Assist to review it. It explains in plain English what's happening and what you could do about it.

The review appears on the Live & projected balance tracking tab of a Member's budget, with one review available for each funding source. When you click Generate AI insights, Lookout Assist:

• Analyses spending against the funding available
• Explains why it's over- or under-spent, for example a mid-period price rise, a service charged to the wrong funding source, or a warning that hasn't been actioned
• Suggests actions, some of which can be applied through the budget's bulk-action tools after you've checked them
• Lets you create a funding assessment ticket that carries the summary across, for anything that needs a follow-up conversation
• Requires a human to review and confirm before any change is made

To learn more, read our dedicated article: Budgets with Lookout Assist: Funding Analyser.

 

---

Lookout Assist settings

Organisation administrators can manage Lookout Assist from the main navigation menu. Each capability can be enabled or disabled independently, including Care plans and assessments, Availability assistant, Handover summaries, and Funding analyser.

The Lookout Assist settings page also shows:

• Which agents are currently active
• AI impact metrics - estimated time saved and automated tasks over configurable time periods (last 7, 30, or 90 days)
  

---