// === CONFIGURATION === const AIRTABLE_PAT = 'pat159vsLfEOmkB28.1dc0ffd528611c9e4e1576280d45f66741f58b467d9892f48f77bb5b3ab3565d'; const AIRTABLE_BASE_ID = 'appCDZB437amxaRPq'; const AIRTABLE_TABLE_NAME = 'Clients'; const OPENAI_API_KEY = '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'; // your OpenAI API key const MODEL = 'gpt-3.5-turbo'; const COST_PER_1K_TOKENS = 0.002; // $0.002 per 1K tokens const BUDGET_DOLLARS = 10.00; // your total budget cap

// Entry function to run the whole flow function runGeneratePlansFromAirtable() { try { const participants = fetchParticipantsFromAirtable(); Logger.log(Fetched ${participants.length} participants from Airtable.); generateImplementationPlans(participants); } catch (e) { Logger.log('Error in main flow: ' + e.message); } }

// Fetch participants from Airtable API function fetchParticipantsFromAirtable() { const url = https://api.airtable.com/v0/${AIRTABLE_BASE_ID}/${encodeURIComponent(AIRTABLE_TABLE_NAME)}?pageSize=100;

const options = { method: 'get', headers: { Authorization: Bearer ${AIRTABLE_PAT} }, muteHttpExceptions: true };

const response = UrlFetchApp.fetch(url, options); if (response.getResponseCode() !== 200) { throw new Error(Airtable API error ${response.getResponseCode()}: ${response.getContentText()}); }

const data = JSON.parse(response.getContentText());

return data.records.map(record => { const f = record.fields; return { name: f['Name'] || 'Unknown', legalStatus: f['Legal Status'] || 'Not Provided', languageSpoken: f['Language Spoken'] || 'Not Provided', primaryDiagnosis: f['Primary Diagnosis'] || 'Not Provided', dateOfBirth: f['Date of Birth'] || 'Not Provided', gender: f['Gender'] || 'Not Provided', race: f['Race'] || 'Not Provided', socialSecurity: f['Social Security Number'] || '⚠️', currentAddress: f['Current Address'] || '⚠️', phoneNumber: f['Phone Number'] || '⚠️', supportCoordinator: f['Support Coordinator'] || '⚠️', admissionDate: f['Admission Date'] || '⚠️', supportPlanReceived: f['Support Plan Received'] || '⚠️', supportPlanEffectiveDate: f['Support Plan Effective Date'] || '⚠️', implementationDate: f['Implementation Date'] || '⚠️', implementationEffectiveDate: f['Implementation Effective Date'] || '⚠️', // add any other fields you need here... }; }); }

// Generate implementation plans for each participant function generateImplementationPlans(participants) { participants.forEach(participant => { try { const prompt = buildFullPrompt(participant); if (!prompt || prompt.trim() === '') { Logger.log(Empty prompt for ${participant.name}, skipping.); return; }

  const openAIResponse = callOpenAI(prompt);
  const planText = extractOpenAIText(openAIResponse);
  
  if (!planText || planText.trim() === '') {
    Logger.log(`Empty OpenAI response for ${participant.name}, skipping doc creation.`);
    return;
  }
  
  createGoogleDoc(participant.name, planText);
  Logger.log(`Created doc for ${participant.name}`);
  
  Utilities.sleep(1000); // brief pause to avoid rate limits
  
} catch (err) {
  Logger.log(`Error processing ${participant.name}: ${err.message}`);
}

}); }

// Build the detailed prompt including sample Implementation Plan + Annual Summary + participant data function buildFullPrompt(p) { // Template incorporating your sample texts, inserting participant data dynamically return ` Implementation Plan

PARTIAL IMPLEMENTATION PLAN

Participant Name: ${p.name}

Legal Status: ${p.legalStatus}

Language Spoken: ${p.languageSpoken}

Primary Diagnosis: ${p.primaryDiagnosis}

Date of Birth: ${p.dateOfBirth}

Gender: ${p.gender}

Race: ${p.race}

Social Security Number (last four digits): ${p.socialSecurity}

Current Address: ${p.currentAddress}

Phone Number: ${p.phoneNumber}

Support Coordinator: ${p.supportCoordinator}

Admission Date: ${p.admissionDate}

Support Plan Received: ${p.supportPlanReceived}

Support Plan Effective Date: ${p.supportPlanEffectiveDate}

Implementation Date: ${p.implementationDate}

Implementation Effective Date: ${p.implementationEffectiveDate}

State Quarters of IPP Year

1st: Nov/Dec/Jan

2nd: Feb/Mar/Apr

3rd: May/Jun/Jul

4th: Aug/Sept/Oct

IMPLEMENTATION PLAN SUMMARY

A meeting will be scheduled with ${p.name} and their support coordinator to discuss and determine the goals for their Implementation Plan.

INDIVIDUAL PROFILE:

${p.name} is an individual diagnosed with ${p.primaryDiagnosis}. Interests and goals will be discussed during the implementation planning meeting.

FUNCTIONAL STATUS:

Details about sensory functioning, daily living activities, communication, and behaviors will be assessed during the meeting to determine support needs.

PHYSICAL STATUS:

Physical health, medical visits, medications, and history of abuse or neglect will be reviewed.

COMMUNITY INCLUSION AND FULFILLMENT OF VALUED ADULT ROLES:

A plan will be developed to support active community participation and fulfillment of valued roles.

GOALS:

Goals will be chosen during the meeting, focused on improving independent living skills, and will be specific, measurable, achievable, relevant, and time-bound.

1. Goal #1: To improve independent living skills by [specific action].

   • Objective 1: [Detailed step 1].
   • Objective 2: [Detailed step 2].
   • Objective 3: [Detailed step 3].

2. Goal #2: To enhance independent living skills by [specific action].

   • Objective 1: [Detailed step 1].
   • Objective 2: [Detailed step 2].
   • Objective 3: [Detailed step 3].

METHODOLOGY STRATEGIES:

Staff will provide guidance, prompting, and assistance to support goal achievement. Training includes step-by-step instructions, demonstrations, and encouragement.

SYSTEM DATA COLLECTION/ASSESSMENT PROGRESS:

Daily documentation on a data sheet, monthly summaries, and quarterly reports will track progress and independence level.

MEDICAL VISITS:

Upcoming medical appointments will be scheduled and tracked. Medication or health status changes will be documented.

ABUSE, NEGLECT, AND EXPLOITATION:

Discussions will be held to educate about recognizing and reporting abuse. Hotline numbers will be provided.

–––––

ANNUAL SUMMARY 2024-2025

CONSUMER INFORMATION

• Individual’s information:

  • Name: ${p.name}
  • Diagnosis: ${p.primaryDiagnosis}
  • Interests: [Insert interests if known]

• DOB: ${p.dateOfBirth}

• Medicaid number: ⚠️

• Social security number: ${p.socialSecurity}

• Recipient ID: ⚠️

• PIN: ⚠️

• Status: ⚠️

• Date of Admission: ${p.admissionDate}

• Residence: ${p.currentAddress}

• Phone number: ${p.phoneNumber}

• Next of kin: ⚠️

  • Relationship: ⚠️
  • Phone number: ⚠️

• Emergency contact: ⚠️

• SP Effective Date: ⚠️

• Annual Summary Date: December 31st, 2024

• Annual Summary completion date: December 31st, 2025

• IPP Effective Date: ⚠️

• Individual’s day time activity/school: ⚠️

LIST OF PHYSICIANS FOR ${p.name}

• Cardiologist: ⚠️
• Dentist: ⚠️
• Neurologist: ⚠️

LIST OF MEDICATIONS FOR ${p.name}

• Diagnosis: ${p.primaryDiagnosis}

MEDICATIONS	DOSAGE	RATIONALE

SUPPORT PLAN OUTCOMES

• No progress to date to report as they are new to the home

SUMMARIES OF DAILY LIVING AND ACTIVITIES

• ${p.name} is an individual with ${p.primaryDiagnosis}. No progress to date to report.

HEALTH SUMMARY

• No further information provided.

BEHAVIORAL STATUS

• No information provided.

COMMUNITY INCLUSION

• No information provided.

CHOICES/PREFERENCES

• No information provided.

SAFETY

• No information provided.

TEACHING

• No information provided.

SUMMARY OF SERVICE

• No information provided.

–––––

(Note: This is a sample Implementation Plan and Annual Summary for ${p.name} generated for illustrative purposes.) `; }

// Call OpenAI API with gpt-3.5-turbo function callOpenAI(prompt) { const url = 'https://api.openai.com/v1/chat/completions';

const maxTokens = 1500; const payload = { model: "gpt-3.5-turbo", messages: [ { role: "system", content: "You are a helpful assistant that creates comprehensive and clear implementation plans." }, { role: "user", content: prompt } ], max_tokens: maxTokens, temperature: 0.7 };

const options = { method: 'post', contentType: 'application/json', headers: { Authorization: Bearer ${OPENAI_API_KEY} }, payload: JSON.stringify(payload), muteHttpExceptions: true };

const response = UrlFetchApp.fetch(url, options); if (response.getResponseCode() !== 200) { throw new Error(OpenAI API error ${response.getResponseCode()}: ${response.getContentText()}); }

return JSON.parse(response.getContentText()); }

// Extract text from OpenAI response function extractOpenAIText(openAIResponse) { if ( openAIResponse && openAIResponse.choices && openAIResponse.choices.length > 0 && openAIResponse.choices[0].message && openAIResponse.choices[0].message.content ) { return openAIResponse.choices[0].message.content.trim(); } return ''; }

// Create a Google Doc with the generated plan function createGoogleDoc(participantName, content) { const docName = Implementation Plan - ${participantName} - ${new Date().toISOString().slice(0,10)}; const doc = DocumentApp.create(docName); doc.getBody().setText(content); doc.saveAndClose(); }