Reviewing and Assigning Documents

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Once a document has been processed by the Inbox, you can review the AI-extracted data, correct any errors, and assign the document to a patient. Assigning a document automatically imports the extracted clinical data into the patient’s chart.

Opening a Document

From the Inbox, click any row whose status is Ready, Assigned, or Extraction failed. A Document Details panel slides in from the right.

The top of the panel shows:

  • Filename
  • Status chip
  • Source — where the document originated (e.g., portal upload, fax)
  • Created — when the document arrived

If the AI flagged the extraction for review, you see a yellow Review suggested alert listing the specific reasons (for example, low-confidence patient name match or missing required fields).

Previewing the Document

The panel includes a document preview. Depending on the file type, you see:

  • PDF — an embedded PDF viewer with page navigation
  • Image — the image displayed inline
  • Text — the document text rendered in a readable format

Reviewing AI Extractions

Click Review extraction in document to open the side-by-side extraction review view. This view shows:

  • The document on the left, with highlighted passages that correspond to extracted fields
  • The Extracted data panel on the right, listing every field the AI identified (patient name, date of birth, LOINC observation values, medications, etc.)

You can click any extracted field on the right to jump to the highlighted passage in the document that supports it. Use Highlight all to mark every cited passage at once.

If an extracted value is incorrect, you can correct it in the extracted data panel before assigning the document. Any changes are saved with the document record.

Assigning a Document to a Patient

  1. In the Document Details panel, click Assign to Patient (or use the person-plus icon in the Inbox table row).
  2. An assignment dialog opens. Type the patient’s name or ID in the search field.
  3. Select the correct patient from the results.
  4. Click Assign.

The system assigns the document to the patient and automatically imports the extracted clinical data — observations, diagnoses, and medication records — into the patient’s chart. You do not need to manually re-enter the extracted values.

After Assignment

  • The document’s status in the Inbox changes to Assigned.
  • A Recent Assignments banner appears at the top of the Inbox list showing the document name and the patient it was assigned to. You can click the patient’s name in the banner to open their chart.
  • The patient’s chart gains a record of the document and any imported clinical data.

Archiving a Document

If a document arrived in error or is a duplicate, click the Archive icon (downward arrow) in the Inbox table row. A confirmation dialog appears. Archived documents are hidden from the Inbox but are not permanently deleted.