Reading assessment results

In the left sidebar, click Patients, then click the patient's name and open Interviews in the patient chart. Interview results live there, and a completed interview can include a generated Summary, the full Conversation, and Clinical Records linked to that interview. The interview header shows when it was added and delivery history when available.

How do I open interview results from a patient chart?

In the left sidebar, click Patients. Click the patient's name, then click Interviews in the patient chart. Use this page to find assigned interviews and open completed results.

1. Find the interview in Scheduled, In progress, Completed or Cancelled.
2. Select a completed interview row.
3. Review Summary if results are ready.
4. Select Conversation to read the interview messages.
5. Select Clinical Records to review records linked to the interview.
6. Use the header to check the Added date, delivery history and sharing actions when they are available.

On desktop, the interview opens in a detail panel when that view is available. On narrower screens, it opens in a sheet.

How do I read the Summary tab?

Open a patient chart by clicking Patients in the left sidebar, then clicking the patient's name and Interviews. The Summary tab is the first place to look when an interview has generated results.

The summary can include two sections:

Section	What it shows
Working Well	Generated points in the positive section of the summary.
Areas of Attention	Generated points in the attention section of the summary.

Each section shows a count and a list of summarized points. Use Conversation when you need the original exchange or uploaded context.

If the interview is completed but the summary is not ready, the row or detail view shows Generating insights…. If an interview has no generated result content, the Summary tab has no summary to show.

How do I review the interview conversation?

Open a patient chart from Patients in the left sidebar, then click the patient's name and Interviews. Use the Conversation tab when you need the full exchange instead of the summary.

The conversation shows the messages from the interview. Attached images can appear in the message, and attached files can appear as downloadable document links.

If there are no messages yet, the tab says No messages yet. Complete the interview to see the conversation here. If the conversation cannot load, the tab shows Could not load conversation. Please try again.

How do I review clinical records from an interview?

Open a patient chart from Patients in the left sidebar, then click the patient's name and Interviews. Use the Clinical Records tab to review structured records associated with that interview.

The tab can show linked Diagnoses, Observations, Allergies, Medications and Supplements. It can show supplements when they were extracted from the interview. If there is not enough context to load linked records, the tab says Clinical records linked to this interview will appear here when available. The tab is editable.

For more on these record types, see Diagnoses, medications, and allergies and Observations and vitals.

How do I use sharing actions for an interview?

Open a patient chart from Patients in the left sidebar, then click the patient's name and Interviews. Open the sharing or actions menu in the interview header or row. The header also shows delivery history for the selected interview.

1. Open the interview's actions menu, or open the share menu in the interview header.
2. Choose the available sharing action, such as Copy link, Export or sending a fax.
3. Follow the prompts in the dialog that opens.

Sharing actions appear only when they are available for that interview. Copy link appears for in-progress interviews while the current completion link still works.

What can't I do here?

In the left sidebar, click Patients, click the patient's name, then click Interviews in the patient chart. Interview result actions are limited in these ways:

• Scheduled and cancelled interviews do not open into the result detail view.
• An interview must be completed before Summary can show generated insights.
• A completed interview may show Generating insights… before its summary is available.
• Resend link is available for in-progress interviews, not completed ones.
• Copy link is available for in-progress interviews while the current completion link still works.
• Send now and Cancel are available for scheduled interviews.
• Archive hides an interview from the active list.

Common questions

Why don't I see a Summary for a completed interview?

The summary may still be generating. While that is happening, Ona shows Generating insights…. If the interview does not have generated result content, there is no summary content to display.

What does Results ready mean?

Results ready means the completed interview has a generated summary available. In the left sidebar, click Patients, click the patient's name, click Interviews, then select the row to review Working Well and Areas of Attention.

Can I read the patient's original answers?

Yes. In the left sidebar, click Patients, click the patient's name, click Interviews, select the interview, and select Conversation to see the interview messages and any attachments that can be loaded.

Can I open an interview before the patient finishes it?

Yes. In the left sidebar, click Patients, click the patient's name, click Interviews, then select an in-progress interview from the list. Conversation may show messages if they exist, and Summary tells you to complete the interview before insights appear.

Can I use the interview summary to update the chart?

In the left sidebar, click Patients, click the patient's name, then click Interviews. Use Clinical Records to review linked diagnoses, observations, allergies, medications and supplements. Review those records before relying on them in the chart.