- Overview
- Medical Record Summarization
Healthcare Solutions user guide
Clinical review reference
This reference covers the fields, statuses, filters, and controls available in the Clinical Review section of the Medical Record Summarization application.
Users only see the reviews assigned to them by the template owner. If the template owner doesn't assign anyone, anyone in the MRSReviewer local group in the Automation Cloud organization can see the review.
Stats panel metrics
The Clinical Review page displays four aggregate metrics at the top of the page. All metrics are scoped to the selected date range using the All time filter in the top-right corner.
| Metric | Description |
|---|---|
| Ready for review | Number of summaries waiting to be opened by a reviewer |
| Approved | Number of summaries that have been approved |
| Rejected | Number of summaries that have been rejected |
| Total summaries | Total number of summaries across all statuses |
Review list columns
| Column | Description |
|---|---|
| Summary | The filename of the source document |
| Review status | The current status of the review (see Review Statuses below) |
| Template | The template name and version used to generate the summary |
| Reviewer | The assigned reviewer; displays Unassigned if no reviewer has been assigned. Supports inline reassignment, including to yourself. |
| Date created | The date the summary was generated |
| Review date | The date the review was completed; displays - if not yet reviewed |
Review statuses
| Status | Description |
|---|---|
| Ready | The summary has been generated and is waiting to be opened. No reviewer has started reviewing it. |
| Review started | A reviewer has opened the summary. The record is locked for editing by others until the current reviewer completes or releases the review. |
| Due soon | The summary is approaching a review deadline. |
| Approved | A reviewer has accepted the summary as accurate. |
| Rejected | A reviewer has determined the summary is inaccurate or unsuitable. |
Once a summary reaches an Approved or Rejected status, the original AI-generated summary and any reviewer override are available in Data Fabric via the MRS_Output entity. For details on the available output fields, refer to MRS output data.
Filters
| Filter | Description |
|---|---|
| Search | Free-text search across summary filenames |
| Template | Filter by template name; defaults to All |
| Status | Multi-select filter for review status; defaults to Ready and Review started |
| Reviewer | Filter by assigned reviewer; defaults to All |
| All time | Date range filter for the stats panel and list |
Review detail view - header fields
| Field | Description |
|---|---|
| Summary filename | The name of the source document being reviewed |
| Template | The template name and version used to generate this summary |
| Status | The current review status |
| Date created | The date the summary was generated |
| Reviewer | The reviewer assigned to this record |
Review detail view - actions
| Action | Description |
|---|---|
| Approve | Accepts the AI-generated summary as accurate. Transitions status to Approved. |
| Reject | Rejects the summary. Transitions status to Rejected. |
| Override | Activates an inline rich text editor on the summary content. Edits are saved when the reviewer selects Approve. The override is recorded for the summary template owner to make further updates to resolve similar issues in the future. |
Review detail view - right panel
| Tab | Description |
|---|---|
| Displays the source document in an embedded PDF viewer. Shows current page, total pages, and zoom controls (−, %, +). Includes a download button. | |
| External summary | Displays content from an externally configured system at the URL set in Admin → Experimental. Available only when the Embed external summary feature is enabled. |
Citation behavior
Inline citation markers (for example, [12], [47]) appear throughout the AI-generated summary text. The number in each marker corresponds to a page number in the source document. Selecting a citation marker automatically navigates the PDF viewer to that page.
Reviewer lock banner
When a summary is open by another reviewer, the following banner appears at the top of the review detail view:
This record is being reviewed by [Reviewer Name]. You can view but not edit this record until they complete their review.
In this state, the Approve, Reject, and Override actions are unavailable.
Any overrides or feedback recorded by prior reviewers are preserved for audit purposes. A review remains active until a reviewer approves or rejects it. Once a terminal state is reached, the review can no longer be edited.
Override editor toolbar
When Override is active, the following formatting options are available in the rich text editor toolbar.
| Control | Description |
|---|---|
| Undo / Redo | Reverts or reapplies the most recent edit |
| Block type | Paragraph, heading, or other block-level formatting |
| Bold | Bold text |
| Italic | Italic text |
| Underline | Underlined text |
| Bullet list | Unordered list |
| Numbered list | Ordered list |
| Task list | Checkbox list |