Reviewing AI-suggested records

AI-suggested records appear inside the patient's clinical record sections, alongside practitioner-entered records. Suggestions stay visually marked until they are confirmed.

How do I find AI-suggested clinical records?

Open a visit in Visits to review suggested records in the same sections where you manage clinical records. In the left sidebar, click Visits, then click the visit. AI-suggested items can appear in Diagnoses, Medications, Allergies and Supplements.

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.

How do I review an AI-suggested record?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and use the record pill to inspect the suggestion before you decide whether to keep it. The same review pattern applies to AI-suggested diagnoses, medications, allergies and supplements.

1. In the left sidebar, click Visits, then click the visit.
2. Find a record pill with the sparkles icon.
3. On desktop, hover over the pill to open its detail card. On touch devices, tap the pill to open the bottom drawer.
4. 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.

How do I confirm an AI-suggested record?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and confirm a suggestion when it belongs in the patient's record. Confirmation removes the item from the unreviewed AI state.

1. In the left sidebar, click Visits, then click the visit.
2. Hover over the AI-suggested record pill.
3. 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?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and dismiss a suggestion when it should not be kept in the patient's record. Dismissing uses the AI review action for that record type.

1. In the left sidebar, click Visits, then click the visit.
2. Hover over the AI-suggested record pill.
3. 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?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and, 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.

1. In the left sidebar, click Visits, then click the visit.
2. Hover over the AI-suggested record pill.
3. Use the edit action in the detail card.
4. Update the available fields for that record type.
5. 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.

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 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.

Common questions

Which record types can be AI-suggested?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) to see AI review actions for AI-suggested Diagnoses, Medications, Allergies and Supplements that have not been confirmed.

What happens when I confirm a suggestion?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and confirm the suggestion. The AI review controls disappear, and the record no longer shows as an unconfirmed AI suggestion.

What happens when I dismiss a suggestion?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit) and 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.

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?

Open a visit in Visits (in the left sidebar, click Visits, then click the visit). 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.