Admin: New Note Assist Categories (PREVIEW)

Our new Note Assist categories enhance audit review results and make creating Note Assist audits much easier. 

Introducing a new streamlined option for building categories using a label-based approach. It complements our existing method—well-suited for handling edge cases—with its support for complex logic and manual word-range inputs. The addition lays the groundwork for future capabilities to more easily surface relevant information—such as functional abilities or changes in condition—within clinical notes, enabling more efficient and accurate documentation audits.

With this new type of category, instead of creating a PPS category like this:

...you could just select it from a menu, like this: This new category selected from the Label menu automatically looks for PPS and a score in the clinical note without having to build that out manually.  It should pass the category even if the score is mentioned outside of the 4 word range (as is configured in the example on the left), e.g. "PPS is down from last benefit period to 40%." This category should be able to find a PPS score in the clinical note even if the score is mentioned before PPS in the note (e.g. "40% is the PPS"). In the example on the left side of the screen, the term "PPS" has to be mentioned before the score to pass the category. These categories can be added to audits just like a regular category. They appear in Voice and Mobile Voice like a regular category in audits too. There is no change to be noticed by clinicians.

Add a New Note Assist Category

1. Enter a Name for the category.
   • This name should clearly define the information needed so end users understand what to add to the clinical note.
   • Duplicate category names are not allowed.
   • Category names are case insensitive.
   • This name will appear in the Note Assist window in Voice and Mobile Voice with either a checkmark or an X to indicate whether it passed the audit.
     
     
2. Optionally, add a failure response for the category.
   • Failure responses display in Voice and Mobile Voice below a failed category when the clinician runs Note Assist. It should give clinicians an idea of what is missing from the note so they know what needs to be added in order for the category to pass the audit.
   • There is a limit of 45 characters in this field.
     
     
3. Click the Add Another button and select Label. 
   
   
4. On the Label drop-down menu, select one of the available categories.
   • FAST: Looks for mention of FAST and a number
   • KPS: Looks for mention of KPS and a number  
   • NYHA: Looks for mention of NYHA and a class with number 
   • PPS: Looks for mention of PPS and a number
     
     
5. Optionally, click the +OR or the +AND button to add more options from the Label menu to this category.
   •  In the example below, both PPS -AND- KPS must be included in the note for this category to pass.
     
   • In this example the note needs to include PPS -OR- KPS -OR- FAST to pass.
     
     
6. Test the category to make sure it is working correctly.
   1. Click the Test tab.
      
   2. Enter an example note or statement in the Test Text box.
      
   3. Click the Run button.
      
      • If the text you entered will pass the category, a green checkmark is displayed beside the category in the Category Search List and the Test Matches area will show all the text with the words that matched the category highlighted in blue.
        
      • If the text entered will NOT pass the category, a red X is displayed beside the category in the Category Search List.
        
        
7. Click the Save button at the bottom of the screen to keep the category.