- 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
Local groups that control access to Medical Record Summarization, and which sections of the application each group unlocks.
Access to Medical Record Summarization is controlled by three local groups in your Automation Cloud organization. The groups are created as part of the MRS deployment, and the group a user belongs to determines which sections of the application they can open.
Groups
| Group | Intended for |
|---|---|
MRSAdmin | Administrators who configure deployments, review workflows, application appearance, and experimental features |
MRSProcessOwner | Template and policy authors who design what the AI produces |
MRSReviewer | Clinicians and reviewers who verify AI-generated summaries |
What each group unlocks
| Section | MRSAdmin | MRSProcessOwner | MRSReviewer |
|---|---|---|---|
| Templates | Yes | Yes | No |
| Clinical review | Yes | Yes | Yes |
| Policies | Yes | Yes | No |
| Admin | Yes | No | No |
The Admin section covers Deployments, Customize appearance, Experimental, and Workflow management. Only MRSAdmin members can open it.
Reviewer assignment
Membership of MRSReviewer determines who can review. Which records a reviewer actually sees depends on the template:
- If the template author assigns reviewers, only those reviewers see the template's summaries in their queue.
- If the template author assigns no reviewers, every member of
MRSReviewersees them.
A record's reviewer can be changed from the Reviewer dropdown, either inline in the Clinical review list or in the review detail view header. Reassigning transfers editing access, so a reviewer can hand a record to a colleague or pick up an unassigned one. While a record is assigned to someone else, other users can view it but cannot edit it or complete the review.
For the dialog used to assign reviewers to a template, see Template sections reference.
Enrolling users at scale
The three groups are standard Automation Cloud local groups, so you can add directory groups to them rather than adding users one at a time. All local groups and users registered in the organization are available when assigning reviewers to a template, including Active Directory groups. For guidance on managing local groups and directory integration, see Managing accounts and local groups.