- Overview
- Medical Record Summarization
- About Medical Record Summarization
- Roles and permissions
- A template's lifecycle
- Create a template
- Edit a template
- About policies
- Create a policy
- Edit a policy
- Refining decision model rules
- Deploy a template
- Send documents for processing
- Review a summary
- Medical Record Summarization (MRS) output data
- Manage deployments
- Manage review workflows
- Customize application appearance
- Experimental features
- Template sections reference
- Policies reference
- Clinical review reference
- System components
Review an AI-generated clinical summary in the Clinical Review queue, override sections against the source medical record, and complete the review with a status.
Review an AI-generated clinical summary to verify its accuracy against the source medical record, override sections as needed, and complete the review with a status. Opening an unassigned summary in the Clinical Review queue transitions it to Review started and assigns the review to you. Opening a summary already assigned to someone else leaves its status unchanged and opens it read-only.
Prerequisites
- You have access to the Medical Record Summarization application.
- You are a member of the MRSReviewer local group in Automation Cloud and have been assigned as a reviewer for the relevant template.
- At least one summary is available in the Clinical Review queue with Ready for review or Review started status.
If the template creator doesn't assign any reviewers, all members of the MRSReviewer local group can see the output in the review queue.
Open a summary for review
-
Select Clinical review in the left navigation sidebar.
-
Use the Status filter to select Ready for review to display summaries that have not yet been opened by any reviewer.
-
Select the row for the summary you want to review.
The review detail view opens. The status in the header changes to Review started, confirming that the review is now assigned to you.
To take over a record assigned to another reviewer, or to hand one to a colleague, use the Reviewer dropdown in the header. Reassigning transfers editing access.
Review the AI-generated summary
The left panel displays the AI-generated summary organized into the sections defined by the template. The right panel displays the source PDF.
Each data point in the summary includes a citation marker. In normal view, the marker shows a plain page number (for example, [3]); selecting it navigates the PDF viewer to that page. When Override edit mode is active for a section, the marker format changes to [p. PAGE|N], where PAGE is the source document page and N is the occurrence on that page. Citation markers are not clickable while Override edit mode is active.
To verify a claim:
-
Locate a citation marker (for example, [3]) next to a data point in the summary.
-
Select the citation marker.
Result: The PDF viewer in the right panel navigates to the corresponding page in the source document.
-
Repeat for each citation you want to verify.
Review a policy section
A section whose output type is Policy does not contain a narrative. It reports the outcome the policy's decision model reached for this record, followed by a written rationale and a Scoring rules tree showing how each part of the policy was judged. For the full list of elements the section displays, see Clinical review reference.
To check how the record was judged against a rule:
-
Locate the rule group in the Scoring rules tree.
-
Expand a group that was not met to read its Why this rule was not met explanation.
-
Select View in policy to open the supporting passage in the policy document.
The policy document opens in its own tab in the right panel, alongside the patient record, so you can check the rule against its source wording without leaving the review.
Give feedback on a policy decision
Feedback on a policy decision is recorded separately from the overall review, so you can accept the summary while disputing how a policy scored it, or the reverse.
-
Locate the Decision feedback card on the policy section.
-
Do one of the following:
- Select Accept to confirm the outcome is correct.
- Select Reject and state what is wrong with it.
Result: The verdict is recorded against the policy and appears on the policy's Feedback tab and in the template's Overrides tab. See Policies reference.
Override a section
Override a specific section when its AI-generated content needs correction before you can complete the review. Each section in the summary has its own Override button, so you can override individual sections without affecting others.
-
Locate the section that requires correction.
-
Select Override on the section.
The section enters edit mode: the content becomes directly editable, and a Reason for override dropdown and a Feedback for the agent text area appear below it.
-
Edit the section content directly to correct the AI-generated text.
-
Select a reason from the Reason for override dropdown.
Reason Use when Incorrect information The AI generated a factually wrong value or statement Missing information Relevant information from the source document was not included Outdated information The AI used information that has been superseded by more recent content in the record Formatting/clarity The content is accurate but poorly structured or difficult to read Incorrect attribution A finding is cited to the wrong source page or passage Safety concern The section contains content that could affect clinical decision-making adversely Other The issue does not fit the categories above -
Optionally, enter additional context in the Feedback for the agent field. This free-text note is included in the override record and used by the AI analysis to generate improvement recommendations for the template author.
-
Optionally, select Share feedback data with UiPath to help troubleshoot and improve the product. Whether you shared an override is recorded against it in the template's Overrides tab.
-
Select Save.
Result: The override is recorded for that section, including any text edits you made. A summary of the override appears beneath the section, showing who made it and the reason given, with controls to edit or remove it.
You can override additional sections before completing the review. The override data is visible to the template author in the Overrides tab of the template detail view.
Complete the review
Completing a review is final and cannot be undone. Once a summary reaches a completion status, the output (including the original AI-generated summary and any reviewer overrides) is available in the MRS2_Output entity in Data Fabric for use in downstream workflows. See MRS output data.
-
Select Complete review in the header.
The dialog confirms which template produced the summary and which workflow mapping applies.
-
Select a Completed status.
The available statuses come from the review workflow assigned to the template. Templates with no workflow assigned use the built-in Default review workflow, which offers Approved and Rejected. See Manage review workflows.
-
Optionally, add Notes. Notes are carried into downstream processing.
-
Select Complete review.
Result: The summary is completed with the status you selected and removed from the active review queue.