---
title: "Admin: Note Assist QA"
slug: "administrator-help-note-assist-qa"
updated: 2026-02-17T21:41:27Z
published: 2026-02-17T21:41:27Z
canonical: "support.nvoq.com/administrator-help-note-assist-qa"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.nvoq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin: Note Assist QA

Using **Note Assist QA** you can run clinical documentation downloaded from your system against a Note Assist review to identify gaps in required information. This powerful feature helps you quickly spot documentation issues and determine which clinicians may benefit from targeted coaching.

Information from Note Assist QA is not saved in nVoq Administrator, and does not count towards Note Assist usage.[Note Assist QA](https://player.vimeo.com/video/1159878915?h=52b02cba3a&badge=0&autopause=0&player_id=0&app_id=58479)

## Run Note Assist QA

Label-based categories are not currently supported with Note Assist QA.If your review includes [label-based categories](/v1/docs/administrator-help-note-assist-label-based-categories) when you run Note Assist QA, the system will display an error indicating it can’t run the review. To proceed, remove any label-based categories before running Note Assist QA. This will be fixed in an upcoming release of nVoq Administrator.

1. Run a batch file of narratives from your EMR against a Note Assist review to see if existing narratives match review categories.Information from these review is not saved in nVoq Administrator and does not count towards Note Assist usage.
  1. Do a bulk **export** of patient narratives from your EHR **-OR-** create your own review file [](https://support.nvoq.com/docs/administrator-help-note-assist-audit#run-a-batch-audit)[**using our template**](https://support.nvoq.com/docs/administrator-help-note-assist-audit#run-a-batch-audit)[](https://support.nvoq.com/docs/administrator-help-note-assist-audit#run-a-batch-audit).
  2. Prepare exported data for the review:
    1. Pull out any narratives you do not want to include in the review.
      1. In Microsoft Excel, select the entire spreadsheet by clicking on the **Select All** button. That's the arrow in the top left corner of the spreadsheet *(between the first column and the first row)*.  
![NoteAssistQA-select-entire-spreadsheet.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-select-entire-spreadsheet.png)
      2. Add filters to each column header. Click the **Sort & Filter** button on the toolbar, then select the **Filter** option.  
![NoteAssistQA-add-filters.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-add-filters.png)
      3. On the column that displays the narrative type, click the **drop-down arrow** next to the header to open the filter, and **uncheck the box** next to any of the listed narrative types you do not want to include in the review. Then click the **OK** button.  
![NoteAssistQA-remove-unwanted-narratives.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-remove-unwanted-narratives.png)
      4. *With only the narrative types you want in the file and the entire spreadsheet still selected*, click **Crtl+C** on your keyboard (to copy selected narratives), and **Ctrl+N** (to create a new spreadsheet), and then **Ctrl+V** (to paste copied data into the new spreadsheet). This new spreadsheet is the one you will run in Note Assist QA.  
![NoteAssistQA-Ctrl-C-N-V.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-Ctrl-C-N-V.png)
      5. **Name** your new file and **save** it in a HIPAA-compliant location. This may be the hard drive on your computer. Do not save it to a shared network folder.
    2. Ensure that your file has the **three** **required** headers/columns:
      1. Your file must include - *in any order* - three column headers: Narrative Date, Narrative, and Name.![NoteAssistQA-required-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-required-columns.png)
        1. The **Narrative Date** column includes the date that the narrative was created. The header name is not case-sensitive. Other header names, such as "Narrative Signed Date" may also be accepted. The information in this column needs to be a date, but many formats of date (including dates with time and milliseconds) are accepted.
        2. The **Narrative** column includes the actual patient narrative text. The header name is not case-sensitive. Other header names, such as "Narrative Text" may also be accepted.
        3. The **Name** column includes the name of the clinician who created the narrative. The header name is not case-sensitive. Other header names, such as "Worker" may also be accepted. The clinician named here does not need to have a corresponding nVoq account.
      2. Your file can have any additional columns that might be helpful for you when analyzing the data. These will be ignored by the system, but will still appear in the output file.  
![NoteAssistQA-extra-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-extra-columns.png)
        - All columns must have a header.
        - Combined column headers (merged cells) should be split out so that every column has its own header.
      3. **Save** your file.
    3. Eliminate any hidden formulas that may be in your file from the extraction process from your EHR to prevent errors during processing.
      1. Select the first **column** that has no data.  
![NoteAssistQA-select-first-empty-column.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-select-first-empty-column.png)
      2. With the column selected, press **Ctrl+Shift+Right** key on your keyboard.  
![NoteAssistQA-Ctrl-Shift-Right.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-Ctrl-Shift-Right.png)
      3. Click **Delete** on the Excel toolbar to delete all of the columns that may have hidden data.  
![NoteAssistQA-delete-empty-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-delete-empty-columns.png)
      4. Select the first **row** that has no data.  
![NoteAssistQA-select-first-empty-row.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-select-first-empty-row.png)
      5. With the row selected, press **Ctrl+Shift+Down** key on your keyboard.  
![NoteAssistQA-Ctrl-Shift-Down.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-Ctrl-Shift-Down.png)
      6. Click **Delete** on the Excel toolbar to delete all of the rows that may have hidden data.  
![NoteAssistQA-delete-empty-rows.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-delete-empty-rows.png)
      7. **Save** your file.
    4. Make sure all *narrative cells* *have data* in them. (You may have some that are empty.)
      1. Type the word "BLANK" in each empty narrative cell to show that noting was recorded by the clinician and to ensure you do not receive the "missing value" error from nVoq Administrator.  
To quickly do this:
        1. Click the **Sort & Filter** button in the Excel toolbar, then select **Custom Sort**.  
![NoteAssistQA-custom-sort.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-custom-sort.png)
        2. In the Sort window that opens, select **Narrative** from the **Column** menu, and make sure the **Order** menu has **A to Z** selected. Then click **OK**.  
![NoteAssistQA-sort-Narrative-A-to-Z.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-sort-Narrative-A-to-Z.png)
        3. Scroll down to the empty narrative cells. **Type "******BLANK"**** in the first empty narrative cell, then select that cell and the rest of the empty narrative cells, and use **Ctrl+D** to fill down.  
![NoteAssistQA-fill-blank-Narrative-cells.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-fill-blank-Narrative-cells.png)
      2. **Save** your file.
  3. Run the review in nVoq Administrator:
    1. On the **Note Assist** page **Reviews** tab, click the actions menu next to the review you want to run a batch file against and select **Run Note Assist QA**.  
![NoteAssist-QA-run1.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-run1.png)**OR** double-click on the review to open the **Edit Note Assist Review** page, then click the **Run Note Asssit QA** icon![Toolbar-RunBatchAudit-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-RunBatchAudit-icon.png)in the blue toolbar.  
![NoteAssist-QA-run2.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-run2.png)
    2. On the Run Note Assist QA page, click on the **Choose a file** link in the dotted line box and *navigate* to your saved file, OR ***drag*** **your file** from an open directory into the dotted line box. ![NoteAssistQA-page-choose-file.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-page-choose-file.png)
      - The maximum file size is 6MB.
      - Run the review against one file at a time.
      - Only the first sheet in the file will be included in the review run; any additional sheets will be ignored.
    3. The system will check the file for missing required columns, column names, or data, and to make sure it does not exceed the maximum file size.![NoteAssistQA-page-file-issues-found.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-page-file-issues-found.png)
      - If no issues exist, go to step 3d.
      - If information is missing or the file is too large that information will be presented below the file box. Click the **X** next to the file name to remove it from the page, fix the errors in the file, and then try the upload again.
    4. When your file looks good, click the **Run** button.![NoteAssist-QA-file-looks-good.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-file-looks-good.png)
  4. When processing is complete your output file is downloaded automatically to your local Downloads folder.
    - The output file name is the same as the original file name *prepended with the current date*.
    - If the file was unable to run you will see a red popup notification explaining why the batch request was unable to run, and that information is also available in the notifications list.  
![NoteAssist-red-notification.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-red-notification.png)

## Analyze Review Results

1. Go to your **Downloads folder** to open the output file. The output file includes:
  1. The Narrative, Narrative Date, and Name columns
  2. Any extra columns that were included in the original file
  3. A column for the Audit Name, which is the review that the batch was run against
  4. A column for each category in the review. Each category cell shows either TRUE (if the category was included in the Narrative text) or FALSE (if the category was missing from the Narrative text) for each narrative in the report.![NoteAssist-QA-ANALYSIS-output-file-results.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-output-file-results.png)
2. Click the **Enable Edit** button near the top of the Excel file.![NoteAssistQA-ANALYSIS-enable-editing.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-enable-editing.png)
3. Rename the sheet that includes the results to **Review Results**.![NoteAssist-QA-ANALYSIS-rename-review-results-tab.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-rename-review-results-tab.png)
  1. Double-click on the text on the tab.
  2. Type over the original tab name.
4. Click on the **New Sheet icon** near the sheet tab to create a second sheet.![NoteAssist-QA-ANALYSIS-new-sheet.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-new-sheet.png)
5. Name the new sheet **Analysis**.![NoteAssist-QA-ANALYSIS-name-analysis-tab.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-name-analysis-tab.png)
6. Copy the data from the Review Results sheet to the Analysis sheet. This gives you a place to analyze the data without changing the formatting of the original results.
  1. Select the entire Review Results sheet by clicking on the **Select All** button in the top left corner of the spreadsheet (between the first column and first row).![NoteAssistQA-ANALYSIS-select-all.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-select-all.png)
  2. Press **Ctrl+C** on your keyboard to copy the selected data.![NoteAssistQA-ANALYSIS-ctrl-C-copy-all.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-ctrl-C-copy-all.png)
  3. Click the **Analysis** tab.![NoteAssist-QA-ANALYSIS-click-analysis-tab.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-click-analysis-tab.png)
  4. Place your cursor in **cell** **A1** and then press **Ctrl+V** to paste the review results into the Analysis sheet.![NoteAssistQA-ANALYSIS-ctrl-V-paste-all.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1758573261258.png)
7. Make the category data numerical.
  1. **Select all** of the **category** **columns**.  
![NoteAssistQA-ANALYSIS-select-category-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-select-category-columns.png)
  2. Press **Ctrl+H** on your keyboard to open the Find and Replace window.![NoteAssistQA-ANALYSIS-Ctrl-H.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Ctrl-H.png)
  3. In the Find and Replace window on the Replace tab, type **FALSE in the** **Find What** **box,** and **0** (zero) in the **Replace With** box. Then click the **Replace All** button. Click **OK** to close the message that tells you how many replacements were made.  
![NoteAssistQA-ANALYSIS-replace-all-FALSE-with-0.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-replace-all-FALSE-with-0.png)
  4. Still in the Find and Replace window on the Replace tab, type **TRUE** in the **Find What** box, and type **1** (one) in the **Replace With** box. Then click the **Replace All** button. Click **OK** to close the message that tells you how many replacements were made.  
![NoteAssistQA-ANALYSIS-replace-all-TRUE-with-1.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-replace-all-TRUE-with-1.png)
  5. Close the Find and Replace window.
8. Add highlighting to category data cells to make it easier to differentiate the results.
  1. **Select all** of the **category columns**. *(They may still be selected from the previous step.)*
  2. In the Excel toolbar Styles section, click **Conditional Formatting**, select **Highlight Cell Rules**, and then select **Text that Contains**.  
![NoteAssist-QA-ANALYSIS-Conditional-Formatting-Text-that-Contains-menu.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Conditional-Formatting-Text-that-Contains-menu.png)
  3. In the Text That Contains window, type **0** (zero) in the **Format cells that contain the text** box, and select **Light Red Fill with Dark Red Text** on the **with** menu (this may already be selected by default). Click the **OK** button.  
![NoteAssist-QA-ANALYSIS-Text-that-Contains-0-is-red.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Text-that-Contains-0-is-red.png)
  4. *With category columns still selected,* again click **Conditional Formatting** and select **Highlight Cell Rules**, and then select **Text that Contains**.  
![NoteAssistQA-ANALYSIS-Conditional-Formatting-Text-that-Contains-menu.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Conditional-Formatting-Text-that-Contains-menu.png)
  5. This time type **1** (one) in the **Format cells that contain the text** box, and select **Green Fill with Dark Green Text** on the **with** menu. Click the **OK** button.  
![NoteAssist-QA-ANALYSIS-Text-that-Contains-1-is-green.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Text-that-Contains-1-is-green.png)
9. Calculate the total "score" for each narrative.
  1. In the **first blank column** header to the right, type **Total**.  
![NoteAssistQA-ANALYSIS-create-Total-column.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1768855086864.png)
  2. **Select all** of the numerical column **results** for the **first narrative** (in Row 2).  
![NoteAssistQA-ANALYSIS-select-first-narrative-results.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1768855098129.png)
  3. Click the **AutoSum** button (in the Editing section of the toolbar).  
![NoteAssistQA-ANALYSIS-AutoSum-first-narrative-results.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1768855112534.png)
  4. **Double-click the lower right corner** of the cell showing the sum. This will carry the AutoSum function down through the remaining rows.  
![NoteAssistQA-ANALYSIS-carry-AutoSum-total.gif](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-carry-AutoSum-total.gif)
10. Put a filter on all of the data in the sheet so you can filter on anything as you analyze results.
  1. **Select all** columns with data.
  2. Click **Sort & Filter** (in the Editing section of the toolbar), and select **Filter**.  
![NoteAssist-QA-ANALYSIS-add-filter.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-add-filter.png)
  3. This adds the filter drop-down to all selected columns.  
![NoteAssist-QA-ANALYSIS-filter-added.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-filter-added.png)
11. Calculate the sums and percentages of each category that was met in the review.
  1. In one cell type **Total Narratives Reviewed**.  
![NoteAssist-QA-ANALYSIS-create-Total-Narratives-Reviewed.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-create-Total-Narratives-Reviewed.png)
  2. In the cell next to that, enter the **total number of narratives that were reviewed**. (The total number of narratives reviewed is *one less than the total number of rows* of data on your spreadsheet.)  
![NoteAssist-QA-ANALYSIS-enter-Total-Narratives-Reviewed-number.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-enter-Total-Narratives-Reviewed-number.png)
  3. Below your Total Narratives Reviewed, add three columns titles: **Category**, **Number of Narratives that Met Category**, and **Percentage of Narratives that Met Category**.  
![NoteAssist-QA-ANALYSIS-create-Category-NumCatMet-PercentageCatMet-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-create-Category-NumCatMet-PercentageCatMet-columns.png)
  4. Below the **Category** column, **copy and paste** the **name of each category** in a separate cell.  
![NoteAssist-QA-ANALYSIS-copy-paste-Category-name.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-copy-paste-Category-name.png)![NoteAssist-QA-ANALYSIS-all-Category-names-pasted.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-all-Category-names-pasted.png)
  5. Place your cursor in the first cell below the **Number of Narratives that Met Category** column heading and enter **=SUM(** then **c****lick on the letter at the top of the corresponding category column**. Finally add **)** (closing parenthesis) to your formula, then press **Enter** on your keyboard. You'll end up with something like this: **=SUM(F:F)**
  6. **Repeat** **for each category** below the Number of Narratives that Met Category heading.  
![NoteAssist-QA-ANALYSIS-number-met-cat.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-number-met-cat.png)
  7. Place your cursor in the first cell below the **Percentage of Narratives that Met Category** column heading and enter **=** (equal sign) then click on the cell that includes the **Number of Narratives that Met Category** for that row. Enter **/** (forward slash) and then click on the **number** of **Total Narratives Reviewed** and press **Enter** on your keyboard. So you will have something like this: **=Q3/Q1****![NoteAssist-QA-ANALYSIS-percent-met-cat1.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-percent-met-cat1.png)**
  8. With your **cursor on the cell** of the formula *you just entered*, click the **%** button (in the Number section of the Excel toolbar) to change the result in that cell from a decimal to a percentage.  
![NoteAssist-QA-ANALYSIS-percent-met-cat2.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-percent-met-cat2.png)
  9. **Repeat the previous two steps** **for each category** below the Percentage of Narratives that Met Category heading.  
![NoteAssist-QA-ANALYSIS-percent-met-cat3.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-percent-met-cat3.png)
12. Create a chart of the data from the sums and percentages of each category met.
  1. **Select the cells** that include the **data you just created** (below the Total Narratives Reviewed) and click the **Quick Analysis** icon that appears in the lower right corner of the selected cells.  
![NoteAssist-QA-ANALYSIS-cat-met-quick-analysis.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-cat-met-quick-analysis.png)
  2. On the menu that opens, select **Charts**.  
![NoteAssistQA-ANALYSIS-quick-analysis-charts.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-quick-analysis-charts.png)
  3. Click **More** to open the **Insert Chart** window and see all of the charts you have available.  
![NoteAssistQA-ANALYSIS-quick-analysis-charts-more.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-quick-analysis-charts-more.png)
  4. In the Insert Chart window, select the chart you want to create *(i**n this example I have selected ***Clustered Column***)*, then click **OK**.  
![NoteAssistQA-ANALYSIS-quick-analysis-clustered-column.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-quick-analysis-clustered-column.png)
  5. **Drag the chart** anywhere you want it on the sheet, and resize by dragging the chart area handles.  
![NoteAssistQA-ANALYSIS-clustered-column-resize.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769711432612.png)
  6. Double-click the Chart Title text and type over it to add an appropriate chart title.![NoteAssistQA-ANALYSIS-clustered-column-rename.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-clustered-column-rename.png)
13. Calculate the number of categories met, number of total narratives, and percentage of narratives by number of categories met.
  1. Add three columns with the following headers: **Number of Categories Met**, **Total Narratives**, and **Percentage of Narratives by Number of Categories Met**.  
![NoteAssistQA-ANALYSIS-add-NoCatMet-TotalNarr-PercentofNarrByNo.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769711475161.png)
  2. Under the **Number of Categories Met** column enter the **total number of categories in this review** in the first cell, then **count down to 1** in each cell under that. For the final cell (below 1) type **NONE**.  
![NoteAssistQA-ANALYSIS-NoCatMet.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769711504792.png)
  3. Select the first cell below **Total Narratives** and enter **=COUNTIF(** then click on the **letter** **of the Total column**, add a comma (**,**) and then click on the **cell that includes the first Number of Categories Met**. Finally add **)** (closing parenthesis) and press **Enter**, so you end up with something like **=COUNTIF(N:N,P14)****![NoteAssistQA-ANALYSIS-Total-Narratives1.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Total-Narratives1.png)**
  4. **Repeat that process for each cell below** to ensure the formula incorporates the cell to the left.  
![NoteAssistQA-ANALYSIS-Total-Narratives2.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769711574765.png) When you get to the final cell (next to NONE) *instead of selecting the cell*, **type** **0** (zero) in the formula. (For example, **=COUNTIF(N:N,0)**  
![NoteAssistQA-ANALYSIS-Total-Narratives3.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769711599430.png)
  5. *To make sure the math is correct*, **sum up the Total Narratives column** and make sure you get the same as the **Total Narratives Reviewed:** select all of the totals in the column you just created and then click the **AutoSum** button. *It should be the same as the Total Narratives Reviewed.**![NoteAssist-QA-ANALYSIS-Total-Narratives-math-check.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Total-Narratives-math-check.png)*
  6. Place your cursor in the **first cell below the Percentage of Narratives by Number of Categories Met** column heading and enter **=** (equal sign). Click on the **cell that includes the Total Narratives number for that row**, enter **/** (forward slash) and then click on the **cell that includes the Total Narratives Reviewed number** and press **Enter** on your keyboard. For example, **=Q3/Q1** **![NoteAssist-QA-ANALYSIS-Percent-Narratives1.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssist-QA-ANALYSIS-Percent-Narratives1.png)**
  7. With your **cursor on the cell of the formula you just entered**, click the **%** button (in the Excel toolbar) to change the result in that cell from a decimal to a percentage.  
![NoteAssistQA-ANALYSIS-Percent-Narratives2.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769712052024.png)
  8. **Repeat the previous step** for each of the number of categories met rows below the Percentage of Narratives by Number of Categories Met heading. *(Copying and pasting the formula does not work here.)**![NoteAssistQA-ANALYSIS-Percent-Narratives3.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769712071195.png)*
  9. *To make sure your math is correct* use **AutoSum** again to sum the percentages you just added and make sure you get 100%.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-math-check.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1769712091383.png)
14. Create a chart of the data from number of categories met, number of total narratives, and percentage of narratives by number of categories met.
  1. Select the cells that include the data you just created *(do not include the sums at the bottom)* and click the **Quick Analysis** icon that appears in the lower right corner of the selected cells.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis.png)
  2. On the menu that opens, select **Charts**.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis-charts.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis-charts.png)
  3. Click **More** to open the Insert Chart window.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis-charts-more.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-quick-analysis-charts-more.png)
  4. On the Insert Chart window, click the **All Charts** tab.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-all-charts.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-all-charts.png)
  5. Select **Pie**, then click the **OK** button.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-pie.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-pie.png)
  6. **Drag the chart** anywhere you want it on the sheet, and resize by dragging the chart area handles.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-resize-pie.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/image-1758659112844.png)
  7. Add an appropriate chart title by double clicking on the **Chart Title** text, selecting it, and typing over it.  
![NoteAssistQA-ANALYSIS-Percent-Narratives-rename-pie.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-ANALYSIS-Percent-Narratives-rename-pie.png)

## Download the Note Assist QA Review Template

On the Run Note Assist QA page, use the **Download template xlsx file** link to create your own file. ![NoteAssistQA-page-download-template.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/NoteAssistQA-page-download-template.png)

- The template includes the columns required for Note Assist QA:
  - **Narrative -** The clinical note text that will be run against the selected review.
  - **Narrative Date -** The date that the narrative was created.
  - **Name -** The name of the person who created the narrative. *This name does not need to have a corresponding nVoq account.*