Available Wednesday, March 26th, 2025!

About

This new AI tool summarizes each individual signed Encounter in a patient's chart and provides search tools to allow for a greater level of insight into the patient's history. This feature helps providers quickly and easily familiarize themselves with a patient by eliminating the need to open each encounter PDF separately to review summaries of previous visits. This tool also checks the Encounter for discrepancies to ensure accurate charting.

AI Insights can be enabled and disabled within the Clinical Admin Tools of the EHR utility menu. Therefore, a user must have the Clinical Administrator permission assigned to their account to access the feature's settings.

Settings

Within the utility menu, expand Clinical Admin Tools.

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Click AI Settings.

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Configuration Developer-Supplied Source Attributes User-Defined Source Attributes

AI Insights will be enabled by default, use the toggle button to disable the feature.

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Use the checkboxes to include or exclude the following encounter components in your encounter insights:

  • Allergies and Intolerances
  • Assessment and Plan of Treatment
  • Care Team Member(s)
  • Clinical Notes
  • Demographics
  • Goals
  • Health Concerns
  • Immunizations
  • Laboratory Tests
  • Laboratory Values/Results
  • Medications
  • Problems
  • Procedures
  • Provenance
  • Smoking Status
  • Unique Device Identifiers
  • Vitals

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Using AI Insights

Within the Encounters tab, click Insights.

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The patient's signed encounters will be listed by DateEncounter IDPhysician, and the Insights. The insights include Encounter Name and Key Takeaways of the encounter summary, extracted by our AI, Apollo. 

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Discrepancies

If a discrepancy is found, the alert Possible Issue Detected will display. Click the alert to review the discrepancy.

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To amend a discrepancy, click the Encounter ID hyperlink to open the encounter PDF.

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Click Amend Encounter to make an amendment.

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Feedback

We'd love to hear your thoughts on this feature! Within all insight entries, you'll see the thumbs up and thumbs down icons. Simply click one to share your feedback with our EHR Product team.

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In the feedback bar that expands, please rate AI Insights on a scale of to 10. If you have any extra feedback, feel free to share it in the text box below, then click Submit

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Still, need help? Contact us!

Have a great idea? Tell us about it!

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