Reviewing AI-suggested records
Review AI-suggested diagnoses, medications, allergies, supplements, patient history and reasons for visit. Confirm suggestions you want to keep, or dismiss suggestions that do not belong in the chart.
AI-suggested records appear inside the patient's clinical record sections, alongside practitioner-entered records. Suggestions stay visually marked until they are confirmed. Some sections can also show a review strip with the number of pending suggestions and bulk actions for the whole section, and the page can show a top-level strip that summarizes pending suggestions across sections.
How do I find AI-suggested clinical records?
In the left sidebar, click Visits, then click the visit to review suggested records in the same sections where you manage clinical records. AI-suggested items can appear in Diagnoses, Medications, Allergies, Supplements, Hospitalizations, Surgical history, Family history, Vaccines, Social history, OB/GYN history and Reason for visit. A review strip can also appear for the page or for an individual section, showing pending suggestions with Confirm all and Dismiss all.
Use Visits (1) to open the visit, then review Diagnoses (2), Medications (3) and Allergies (4) in the clinical record sections.
AI-suggested records are marked in two places:
- The record pill shows a sparkles icon before the record name while the suggestion is unconfirmed.
- The record detail card shows an AI badge.
If you are reviewing records during a visit, you may also see a From the chart band. Those are active chart records that are not yet part of the current visit. They are separate from whether a record was suggested by AI.
On desktop, hover over the pill to inspect it. On touch devices, tap the pill to open a bottom drawer with the detail card and review actions. On archived patients' charts and visits, those review actions do not appear.
How do I review an AI-suggested record?
On the same page, use the review strip when you want to work through several pending suggestions at once, or open a record pill to inspect one suggestion before you decide whether to keep it. The same review pattern applies to AI-suggested diagnoses, medications, allergies, supplements, patient history sections and the reason for visit.
- In the left sidebar, click Visits, then click the visit.
- Find a record pill with the sparkles icon, or use the review strip if the section shows one.
- On desktop, hover over the pill to open its detail card. On touch devices, tap the pill to open the bottom drawer.
- Review the coding, status, source details, notes and any section-specific details shown on the card.
The detail card shows the actions available for that record, including AI review actions when the record is still unconfirmed. On archived patients' charts and visits, those controls do not show.
How do I confirm an AI-suggested record?
On the same page, confirm a suggestion when it belongs in the patient's record. You can confirm one record from its detail card, or use Confirm all in a section's review strip or the top-level review strip to keep every pending suggestion in that scope. Confirmation removes the item from the unreviewed AI state.
Use the AI-suggested Record pill (1) to open the detail card, then select Confirm (2) to keep the suggestion in the chart.
- In the left sidebar, click Visits, then click the visit.
- Hover over the AI-suggested record pill.
- Use the confirm action in the AI review controls.
The AI review controls disappear, and the sparkles marker no longer appears for that record.
How do I dismiss an AI-suggested record?
On the same page, dismiss a suggestion when it should not be kept in the patient's record. You can dismiss one record from its detail card, or use Dismiss all in a section's review strip or the top-level review strip to clear every pending suggestion in that scope. Dismissing uses the AI review action for that record type.
- In the left sidebar, click Visits, then click the visit.
- Hover over the AI-suggested record pill.
- Use the dismiss action in the AI review controls.
The suggested record is removed from the clinical records list. If the action fails, you see Couldn't dismiss.
How do I edit an AI-suggested record before confirming it?
On the same page, if a suggestion is mostly right but needs cleanup, open the record's edit action from the detail card. Editing and confirming are separate actions.
- In the left sidebar, click Visits, then click the visit.
- Hover over the AI-suggested record pill.
- Use the edit action in the detail card.
- Update the available fields for that record type.
- Select Save changes.
After the edit saves, return to the record detail card and confirm the AI suggestion if you are ready to mark it reviewed.
The editable fields depend on the record type. Diagnoses include Status, Severity, Certainty, Resolved date and Note. Allergies include Status, Severity, Criticality and Note. Medications include Status, Route, Dose amount, Dose unit, Frequency, Start date, End date, Instructions and Note. Use Change in the medication edit dialog when the suggested medication itself is wrong.
How do I review patient history Ona suggested?
On the same page, when your practice charts patient history (Settings → Charting), Ona also suggests the history it hears in a visit or reads in an intake form or interview: hospital stays, past surgeries, relatives' conditions, vaccines, social history and OB/GYN history. It suggests history only for the sections your practice has turned on.
- Hospitalizations, Surgical history, Family history and Vaccines: suggested entries are pills with the sparkles icon, reviewed like the records above. Confirm keeps the entry; Dismiss deletes it. When Ona adds a condition to a relative you already charted, the relative's pill shows the sparkles icon and the new condition is marked in its card. Dismiss then removes only what Ona added.
- Social history and OB/GYN history: Ona's changes show in a strip above the answers, and the changed answers are marked with the sparkles icon. Confirm keeps them; Dismiss brings back the answers from before. Saving the form yourself keeps them too.
Ona never replaces history you charted. It adds entries, fills in details an entry leaves blank (such as a missing date), or suggests changes for you to review.
How do I review a suggested reason for visit?
On the same page, when the visit has no reason for visit, Ona suggests one from the transcript, intake form or interview: the patient's main concern in their own words and its codes. A strip under the reason offers Confirm to keep it and Dismiss to clear it, and the suggested reason is marked with the sparkles icon. Editing the reason makes it yours. Ona never replaces a reason you entered.
What can't I do here?
Clinical record review is limited in these ways:
- You cannot confirm a record that is not marked as AI-suggested or that has already been confirmed.
- You cannot dismiss patient history you charted yourself. Archive it instead.
- You cannot edit the special No known allergies record into a real allergen. Archive it if it was added in error.
- Add buttons are not shown in read-only clinical record sections.
- AI review actions do not show on archived patients' charts or visits.
- Bulk review strips only apply to pending AI suggestions in the sections and scopes where they appear.
Common questions
Which record types can be AI-suggested?
On the visit page, AI review actions appear for AI-suggested Diagnoses, Medications, Allergies and Supplements that have not been confirmed. When your practice charts them, Ona also suggests Hospitalizations, Surgical history, Family history, Vaccines, Social history, OB/GYN history and the Reason for visit. Sections can also show review strips for pending suggestions, with Confirm all and Dismiss all.
What happens when I confirm a suggestion?
On the visit page, confirm the suggestion. The AI review controls disappear, and the record no longer shows as an unconfirmed AI suggestion. If a review strip is shown, Confirm all clears every pending suggestion in that section or page scope.
What happens when I dismiss a suggestion?
On the visit page, dismiss the suggestion. The suggested record is deleted from the patient's clinical records list. If Ona cannot complete the action, you see Couldn't dismiss. If a review strip is shown, Dismiss all clears every pending suggestion in that section or page scope.
Can I archive a suggested record instead of dismissing it?
Yes, for diagnoses, medications, allergies and supplements. Dismiss is the AI review action for rejecting a suggestion. Archive is the regular clinical record action.
Why don't I see AI review actions?
On the visit page, the record may not be AI-generated, or it may already be confirmed. AI review controls appear only on AI-suggested records that still need confirmation, and archived patients' charts and visits hide them even when the record is AI-suggested. The bulk review strip only appears when there are pending suggestions to review.
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