Diagnostic Timeline Assistant

Live Elite plan or higher · Team member

Industry: Medical: this app appears only in company workspaces set up for that vertical.

Build symptom timelines and differential discussion outlines for review.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Chief complaint (required), text field in the workspace
• Symptom onset (optional), date field in the workspace
• History & exam notes (required), textarea field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Diagnostic Timeline Assistant under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Optional file upload: If your workspace shows Optional file upload, expand it for PDF or DOCX. Otherwise paste directly on the Intake tab.
7. Complete additional inputs: In Workspace, fill Chief complaint, Symptom onset before you run.
8. Enter History & exam notes: On Intake, add content to History & exam notes (paste text or load from optional upload).
9. Run the app: On the Intake tab, click Generate plan. Review output on the Result tab and download if needed.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Chief complaint

Example input for workspace walkthrough

Symptom onset

2026-06-15

History & exam notes

Avg revenue $42k/mo · Payroll $18k · Rent $6k · One-time equipment $12k in August

Facts, constraints, and sequence: the AI will not invent dollar amounts you omit.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Build month-end close checklist from AR and AP notes provided.
• Outline 90-day cash-flow steps without inventing revenue numbers.
• Case timeline draft from intake notes and hearing dates only.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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