SD-13 Support Session Record5 Oct 2026 · Summary of Support Provided
“Maya chose three meals for the coming week. We worked through the ingredients together and made a shopping list.”
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Guide is Residoc’s AI assistant. Ask about a resident and it answers from the records on their file, or ask a general support question and it draws on good practice and your own procedures.
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Question aboutMCMaya Clarke · 12 Elm Street
Due in Residoc: SD-12 review 3 days overdue · appointment tomorrow at 10:00
What should I cover in Maya’s next support session?
Cover in the session
- Her shopping list: agree one meal to cook together this week. 1
- How the first week of budgeting went against her goal. 2
Overdue
Her 6-month review is 3 days late. Start it from the SD-12 tile on her page. 3
Ask Maya
Which part of the week was hardest to plan?
Sources used (3)
Question aboutEPEthan Price · 7 Mill Lane
Summarise Ethan’s support this month, ready for his review.
Support given
- Two sessions on his Universal Credit journal. 1
- One session budgeting for his bills. 2
- Called the UC helpline with him on 2 October about a late payment. 3
Worth raising at the review
- No session took place between 12 and 22 September.
- His UC payment is not yet confirmed as paid. 3
Based on 3 session records, 9 contact-log entries and 4 appointments.
Question aboutJLJordan Lee · 36 Willow Road
Where is Jordan up to with his goals?
In progress
- Register with a local GP. 1
- Build a weekly routine around his college course. 1
- Open a bank account. 1
Achieved
Got his bus pass, signed off on 18 September. 2
Next step
He called the surgery with his support worker last week. Check whether the registration form has arrived. 3
Sources used (3)
Question aboutCNCasey Nguyen · 4 Oak Lane
Casey keeps missing her GP appointments. How can we help?
On her file
- Two GP appointments missed in September. 1
- A support plan goal to manage her own appointments. 2
Ways to help
- Add her next appointment to her phone together, with a reminder the day before.
- Offer to go with her to the next one.
Ask Casey
What gets in the way on the day?
Her GP decides on her treatment. Your team can help her raise any worries there.
Question aboutEPEthan Price · 7 Mill Lane
Ethan has lost his bus pass. What should we do?
Already on file
Support session, 3 September 2026His support worker helped him apply for the pass online. 1
Next steps
- Report it lost through the same online account. 1
- Order a replacement and note any fee.
- Ask Ethan when he last had it, and check lost property.
Keep the record straight
Log what was done in his contact log (SD-14).
Question aboutMCMaya Clarke · 12 Elm Street
Due in Residoc: SD-12 review 3 days overdue · appointment tomorrow at 10:00
Is Maya’s paperwork up to date for an inspection?
Needs doing
Her 6-month review is 3 days overdue. Start it from the SD-12 tile on her page. 1
In order
- All move-in forms filed and signed. 2
- Support plan and risk assessment current. 3
- No records contradict each other.
Check by eye
One scanned paper copy can’t be read by Guide.
Sources used (3)
Guide in actionOne assistant.
One assistant.
Every part of the job.
Question aboutEPEthan Price · 7 Mill Lane
Has anything been recorded about his UC?
3 finds for “UC” (Universal Credit) in Ethan Price’s records, newest first:
- Contact log, 2 Oct 2026“Rang the UC helpline with Ethan about his late payment.” 1
- SD-13 Support Session Record, 24 Sept 2026“Helped Ethan update his Universal Credit journal.” 2
- SD-1 Initial Needs Assessment, 3 June 2026Benefits received: “Universal Credit” 3
Next step
Check his UC journal with him for a new payment date. 1
Searched 7 records, 12 contact-log entries and 3 appointments.
Question aboutMCMaya Clarke · 12 Elm Street
What should I do with Maya today?
Due in Residoc
- Complete 6-month review: SD-12 Resident Review Form Due 3 Oct · 3 days overdue 1
- Support session Tomorrow at 10:00 2
Agreed before
Bring the shopping list to the next session. 3
Worth doing
Compare prices for two of her meals together.
Check with Maya
How did the shopping list work out?
Question aboutJLJordan Lee · 36 Willow Road
I helped Jordan call his GP at 10:15 because he has been feeling tired. He said “I can’t keep my eyes open after lunch.” I did not check his medication.
This belongs in Jordan’s contact log (SD-14): it was a call, not a support session.
Draft: check it before it is saved
I helped Jordan call his GP at 10:15 because he has been feeling tired. He said “I can’t keep my eyes open after lunch.” I did not check his medication.
Still needed
Did the GP give Jordan an appointment?
Add this to Jordan’s contact log
DayToday, 6 October 2026
WordsSaved exactly as written.
CancelAdd to contact log
Question aboutCNCasey Nguyen · 4 Oak Lane
Book Casey’s next session for Thursday at 2pm.
Here is the booking for you to check. Nothing is booked until you confirm it.
Book this appointment
WithCasey Nguyen, 4 Oak Lane
WhenThursday 8 October at 14:00 (UK time)
ForSupport session
CancelBook appointment
Booked: Thursday 8 October at 14:00. Open appointment
Question aboutMCMaya Clarke · 12 Elm Street
Where do I record that Maya booked her own dentist appointment?
In her contact log (SD-14), with Add a new entry. An appointment she arranged herself goes there rather than the Calendar, because it is not a meeting with you.
Once she has been, a line about how it went keeps her file complete.
Open Maya’s contact log: Add a new entry
Question aboutGeneral support · no resident selected
How could I structure a first support session?
Your organisation’s procedure, First meetings (version 2) 1, says:
- Start with what the person would find useful, and what they already know about the support on offer.
- Agree one manageable next step and when you will come back to it. 1
Adapt the conversation to the person rather than treating the outline as a script.
Every fact, sourcedEvery answer shows
Every answer shows
where it came from.
Each fact in an answer is numbered. Press a number and the record it came from opens, at the version Guide read.
How is Maya getting on with her budgeting goal?
Maya chose three meals for the week and made a shopping list with you on 5 October. Her support plan’s goal is to budget for a week of food, and 2 of its 3 steps are done. She first asked about planning her meals on 30 September, so the idea came from her.
Guide also says what it could not read, such as a scanned paper copy, so “not found” never means “not there”.
SD-11 Your Support PlanFiled 1 Oct 2026 · Short-term goal
“Budget for a week of food.” 2 of 3 steps done.
SD-14 Support / Contact LogEntry of 30 Sept 2026
“Maya asked about planning her meals for the week.”
Three ways to askAbout the work, a resident,
About the work, a resident,
or a single record.
Your staff choose who a question is about, and Guide reads only that resident’s file. Answers stay accurate, and nobody sees more than their role allows.
General support
New staff get a confident answer on planning a session or writing up their notes, in line with your own procedures, without waiting for a manager.
About a resident
Prepare a session, check progress on goals or see what is overdue in seconds, drawn from their whole file instead of searching through it.
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A knowledgeable colleague.
On every shift.
Guide gives every worker a knowledgeable colleague to ask, so questions don’t sit waiting for a manager.
Answers from the record
Each fact numbered and linked to the record it came from, so anyone can check it in seconds.
Knows what is due
Overdue reviews and today’s appointments come from Residoc’s own rules, at the top of the answer.
Drafts in your own words
Tell Guide what happened and it drafts the record, keeping every word your worker wrote.
Books and logs, once confirmed
An appointment, a contact-log entry or a form, shown in full and made only when your worker says so.
Your procedures built in
Guide follows your approved procedures and names the one it used, with its version.
Only the residents you can see
Support workers ask about their own residents, providers about the whole organisation.
It offers.
Your team decides.
Your team decides.
Guide never signs or files a form, records attendance, changes a goal or contacts anyone. Anything it offers to do is shown in full first, and nothing is saved until your worker confirms it.
The details
A few things worth knowing.
The details behind the day-to-day work.
What can Guide do for my team?
Answer questions from a resident’s records, find anything on their file, say what is due today, prepare a session, write up what a worker tells it in their own words, and book, log or start a form once the worker confirms.
Does Guide change records on its own?
No. Guide can offer an appointment, a contact-log entry or a form to start, shown in full in a window. Nothing is saved until the worker confirms it, and it never signs or files a form, records attendance or contacts anyone.
How do we know an answer is right?
Every fact about a resident is numbered and opens the record it came from. Guide also says what it could not read, so a gap is never mistaken for nothing on file.
Will Guide reword what my staff write?
No. When Guide drafts a record from what a worker tells it, every word they wrote is kept, checked by Residoc before it is shown, and nothing is saved until they confirm it.
Does Guide use our own procedures?
Yes. Add your organisation’s approved procedures and Guide follows the ones a question touches, naming the procedure and its version in the answer.
Who can Guide answer about?
Only the residents the person asking already has access to: support workers their own residents, providers their whole organisation.
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