Reviewing AI revisions and proposals in a note

AI revisions are available while you edit an unsigned draft note in the notebook on a patient or visit. You can also edit the top draft note in place; while you do, review actions pause until you finish. Ona can suggest a change, rewrite a selected passage, ask about selected text, or try an empty field again, but the suggestion does not become part of the note until you keep it.

How do I review an AI suggestion in a draft note?

In the left sidebar, click Patients and open the patient, or click Visits and open the visit. On the patient or visit page, click Notebook, then open the draft note you want to review.

1. Select the Notebook (1) section to open the note area, then select the Draft note (2) you want to review.

The Notebook (1) section opens the note area, and the Draft note (2) is the note you want to review.

When Ona proposes a change, each suggestion appears inline in the passage or block it affects, with its own action row beside it. You can edit the top draft note in place while the inline suggestions stay visible. Suggestions can wait at the same time as long as they do not overlap. If Ona decides the text should stay as it is, the inline row says Nothing to change or Nothing to add, depending on the kind of request.

1. Read the proposed change in the note.
2. Select Keep to accept it, or select Discard to restore the earlier content for that field or passage.
3. If the row says Nothing to change, select OK to close the message.

The suggestion is not part of the note until you keep it. If you edit the proposed text directly, Ona treats that as keeping it and removes the proposal row.

You can ask Ona to work on another part of the same draft while a suggestion is waiting, as long as the requests do not overlap.

How do I ask Ona to fill an empty field again?

On the same page, use this when a field or paragraph shows Left empty by Ona. That means Ona did not find enough in the record to fill it.

In the note area, select the field or paragraph marked Left empty by Ona.

1. Select the field or paragraph marked Left empty by Ona.
2. Review the message Nothing in the record to fill this with.
3. Select Try again.
4. Review the proposal or message that comes back.
5. Select Keep, Discard, or OK.

If you want to enter it yourself instead, select Write by hand. The empty AI field is removed and you can type in its place.

How do I regenerate or polish text?

On the same page, use Regenerate when you want a fresh version from the record. Use Polish when the meaning is right but you want the same meaning in clinical language. Use Ask Ona when you want to ask about selected text without changing the note.

In the note area, select the text you want Ona to revise, or click inside an answered block.

1. Select the text you want Ona to revise, or click inside an answered block.
2. Select Regenerate for a new version, Polish for a clinical rewrite, or Ask Ona to ask about the selected text.
3. Review the proposal that appears in the note.
4. Select Keep or Discard.

For selected passages, you can revise your own text, Ona's text, or both together. The selection can span more than one paragraph or list item, and it can include text around empty fields. You cannot start a revision on a passage if it includes a field or passage Ona is already working on or already holding as a proposal.

How do I clear an answer and enter it myself?

On the same page, use Clear on filled answer blocks when you want to remove the current answer and replace it yourself.

In the answered block you want to replace, select Clear.

1. In the answered block you want to replace, select Clear.
2. Enter the answer yourself.

Clear (1) removes the current answer from that block. On short-text and long-text answer blocks, you can type over the current text instead.

How do AI proposals affect saving and signing?

On the same page, resolve visible proposals before you can save or sign the note. When you are editing the top draft note, save is still available with ⌘Enter or CtrlEnter, and review actions pause until you finish editing. When more than one suggestion is waiting, you can settle them together with Keep all or Discard all.

In the draft note, resolve every visible proposal before you save or sign.

1. Resolve each proposal with Keep, Discard, or OK.
2. If more than one suggestion is waiting, use Keep all or Discard all to settle them together.
3. Select Save as draft in the side panel, or Save draft in a full-width note tab, if you want to keep working later.
4. In the side panel, select Sign. In a full-width note tab, select More save options, then select Save and sign.
5. In the confirmation, review Signing is final. Later edits become amendments.
6. Select Yes, sign.

If patient sharing is available, you may also see Sign and share in the side panel or Save, sign and share in a full-width note tab. When you sign, unsaved changes are saved first. If the note still has empty fields, the confirmation tells you how many empty fields will be left out.

For the full signing workflow, see Reviewing and signing an AI-drafted note. For changes after signing, see Correcting a signed note.

What can't I do here?

AI revisions in notes are limited in these ways:

• You cannot use AI revision controls on a signed note.
• You cannot start another AI request on the same field, passage, or block while that area is already being filled or is waiting on a proposal.
• On an archived patient's chart or visit, the note is read-only, so you cannot edit it or ask Ona for revisions.
• While you edit the top draft note, review actions pause until you finish editing.

Common questions

What does Left empty by Ona mean?

It means the template asked Ona to fill that part of the note, but Ona did not find enough information in the record to do it. You can select Try again or Write by hand.

Is a suggestion saved automatically?

No. Ona shows the suggestion in the editor for review first. It becomes part of the note only after you choose Keep or edit the suggested text directly.

What if I edit the suggested text directly?

Ona treats that as keeping it and removes the proposal row.

Why are Save as draft, Save draft, or Sign unavailable?

Those actions are unavailable while Ona is writing or while a suggestion is still waiting for Keep, Discard, or OK. When you are editing the top draft note, save stays available with ⌘Enter or CtrlEnter, and review actions pause until you finish editing.

Can I review more than one suggestion at once?

Yes. If more than one suggestion is waiting, the note shows Keep all and Discard all as shortcuts.