Review AI Briefings
Review pre-visit information before starting a visit.
Review an AI briefing when a pre-visit intake is ready for clinical review.
Who does this: Clinicians and front desk staff who prepare visits.
Steps
Open Pre-Visit Intakes from the main menu.
Find the patient or appointment you want to review.
Open the pre-visit detail page.
Review the patient summary, transcript, recording, and briefing areas shown on the page.
Select Mark as reviewed when the briefing has been checked.
Select Start visit if the patient is ready to be seen.
The visit opens for the clinical team.
Common pitfall: If no briefing is visible, the patient may not have completed the pre-visit flow yet.
Troubleshooting
I cannot find the patient. Use the filters or search on Pre-Visit Intakes.
The briefing looks incomplete. Check whether the patient finished the intake before marking it reviewed.
Related
- Before this: Assign Intake Packets
- After this: Start a New Encounter
- Instead: Check In From Links
Need help? Contact your administrator or reach out to support.