Performance Insights
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      Categorizing Performance Data

      Performance categories help organize notes, emails, and other activities into meaningful themes for reviews. Leaders can manually apply categories, or use AI-powered suggestions to save time.

      Key Benefits: 

      • Consistency: Structured categories make data easier to review and compare.

      • Flexibility: Tag activities manually or accept AI suggestions.

      • Relevance: Ensure important feedback and achievements are surfaced for reviews.

      Adding Performance Categories to Notes or Emails

      1. Create a note or email in Laudio.

      2. Below the message field, click the Performance Categories selector.

      3. Choose one or more categories that match the content (e.g., Accountability, Teamwork).

      Using AI-Suggested Categories

      Laudio’s AI can suggest relevant categories for notes and emails.

      1. When a suggestion appears, review the category.

      2. Click Accept to apply or Reject if it doesn’t fit.

      3. Confirm your choice and the activity will be updated accordingly.

      Notes: 

      • Categories are standardized and client-defined at the health system level. They are not free-text tags.