Reading assessment results
Open a patient interview from the chart, review its Summary, read the Conversation, and check Records linked to that interview.
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 Records linked to that interview. The same interview detail view also opens from a visit's Interviews page. 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.
Use Interviews (1) to find the interview rows for the patient, and select a Completed interview (2) to open a finished result. In the detail panel, Summary (3) shows the generated results, Conversation (4) shows the messages, and Records (5) shows the linked chart records.
- In the left sidebar, click Patients, then click the patient's name.
- Click Interviews in the patient chart.
- Find the interview in Scheduled, In progress, Completed or Cancelled.
- Select a completed interview row.
- Review Summary if results are ready.
- Select Conversation to read the interview messages.
- Select Records to review records linked to the interview.
- 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?
In the left sidebar, click Patients, then click the patient's name and open Interviews in the patient chart. On the same page, select a completed interview row, then open the Summary tab when an interview has generated results.
Use Summary (1) to stay on the results tab. Working Well (2) and Areas of Attention (3) are the two sections in the generated summary.
The summary has 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 the interview is completed and has no summary, the tab shows No summary available for this interview.
How do I review the interview conversation?
In the left sidebar, click Patients, then click the patient's name and open Interviews in the patient chart. On the same page, select a completed interview row, then open the Conversation tab when you need the full exchange instead of the summary.
Use Conversation (1) to switch to the tab. Messages (2) is the conversation area where the interview messages appear, along with any images or downloadable files. The transcript also includes section breaks so you can see where each part of the interview starts. When a saved conversation is being restored, the tab shows Loading your answers so far… before the messages appear.
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 Couldn't load the conversation.
How do I review clinical records from an interview?
In the left sidebar, click Patients, then click the patient's name and open Interviews in the patient chart. On the same page, select a completed interview row, then open the Records tab to review structured records associated with that interview.
Use Records (1) to switch to the tab. The linked sections below it show Diagnoses (2), Observations (3), Allergies (4), and Medications (5).
The tab can show linked Diagnoses, Observations, Allergies, Medications and Supplements. It can show supplements when they were extracted from the interview. Below the records list, the source history sections show where those records came from. 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?
In the left sidebar, click Patients, then click the patient's name and open Interviews in the patient chart. On the same page, select the interview row or open its detail view, then open the row's or header's ⋯ menu.
Use Interview actions (1) to open the menu. Choose Export PDF (2) to export the interview, or Send via fax (3) when faxing is available for that interview.
- Open the interview row or the interview header.
- Open the interview's actions menu, or open the share menu in the interview header.
- Choose the available sharing action, such as Export PDF or Send via fax.
- Follow the prompts in the dialog that opens.
Sharing actions appear only when they are available for that interview. Copy link is unavailable when a link problem pill is shown.
What can't I do here?
In the patient chart's Interviews tab, 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.
- A completed interview with no summary shows No summary available for this interview.
- The conversation tab does not include the old inline step-transition button; section breaks and the composer's next-step controls are shown elsewhere in the interview experience.
- When a saved conversation is restoring, the tab can show Loading your answers so far… before the transcript appears.
- Resend link is available for in-progress interviews, not completed ones.
- Copy link is unavailable when a link problem pill is shown.
- Send now and Cancel are available for scheduled interviews.
- Archive hides an interview from the active list.
- The detail view shows Records, including source history sections below the records list, when the interview has linked records.
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 is completed and has no summary, Ona shows No summary available for this interview.
What does Results ready mean?
Results ready means the completed interview has a generated summary available. Select the row to review Working Well and Areas of Attention.
Can I read the patient's original answers?
Yes. Select the interview, and select Conversation to see the sectioned transcript, the interview messages, and any attachments that can be loaded. If the conversation is restoring, wait for Loading your answers so far… to clear.
Can I open an interview before the patient finishes it?
Yes. 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?
Use Records to review linked diagnoses, observations, allergies, medications and supplements, plus the source history sections below the records list. Review those records before relying on them in the chart.
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