Clinical Documentation
The exam room belongs to the patient, not the keyboard. AI is imperfect — so we add structure. Every encounter becomes a versioned form: the ambient scribe streams into bounded, coded fields that flow through SOAP/APSO note generation, bidirectional write-back to the problem list, and encounter sign-off — all on a single encounter surface. The clinician talks; the platform fills the form; every line of the chart traces back to the audio that justifies it. Each visit teaches the form, and the forms evolve toward steadily more efficient and more accurate encounters.
Key Capabilities
Ambient Recording with Audit-Linked Transcript
One tap starts capture. Audio streams from the iPad microphone, an in-room mic,
or a paired mobile device. Patient consent is recorded before the first byte is
persisted. Real-time transcription with speaker diarization produces
ScribeUtterance rows — each labeled as clinician, patient, family,
or staff, with millisecond-precision start/end offsets. The transcript is never
the deliverable on its own; it is the evidence layer that every structured output
points back to.
SOAP Section Auto-Population
Within 60 seconds of "End encounter," the platform produces a structured draft note with HPI, ROS, PE, and A/P sections. Each sentence carries an evidence link back to the audio timestamp that justifies it — the clinician can click any line and play the corresponding 5-second audio clip. Both traditional SOAP (S → O → A → P) and the assessment-first APSO (A → P → S → O) layouts are supported per clinician preference; the underlying data model is identical.
Problem List Reconciliation
The scribe does not stop at prose. It proposes structured updates: new problems
for the problem list (SNOMED-CT + ICD-10-CM coded), new medications or dose
changes, new allergies, and new orders. Each proposal is queued in a per-clinician
review surface; nothing reaches the patient's global record until the clinician
accepts or edits it. On accept, the clinical fact is written with the practice's
SourceOrganizationID in the audit trail and joins the patient's
longitudinal record — visible at every practice the patient consents to share with.
Order Staging Within the Encounter
Proposed orders — prescriptions, lab requisitions, imaging, referrals — appear in the encounter alongside the draft note. The clinician reviews, modifies, and signs them in one pass. Orders flow downstream to the eRx, Referrals, and Coding / CDS modules without leaving the encounter surface.
Structured Question Library & De-duplicated Add-Question Modal
Structured questions are only as valuable as they are consistent. When every clinician invents their own phrasing — "Any fever?", "Do you have a fever?", "Fever?" — the questionnaire data fragments into near-duplicates that no longer roll up cleanly for analytics, registries, or quality measures. This module governs the practice's question bank so the same clinical concept is captured the same way every time.
The Problem — Question Sprawl
Without a shared library, structured questions multiply uncontrolled. Three clinicians asking about the same symptom produce three different fields, each with its own ID, none of which aggregate. Reporting degrades silently, intake forms drift apart between providers, and the longitudinal record loses comparability. The library exists to keep capture standardized without forcing clinicians through a rigid, centrally-curated catalog they cannot extend.
The Add-Question Modal
During a visit, the clinician opens the Add question modal to attach a
structured question to the encounter questionnaire. The modal opens onto a
searchable list of existing questions — the
StructuredQuestion entries that have already been asked and answered across
the practice's encounters, surfaced from the shared QuestionLibrary. The
default path is reuse: the clinician finds the standardized question they need and adds
it as-is, inheriting its coding, answer type, and analytics lineage.
Search accepts text and voice. The clinician can type a few words or dictate the question aloud; the same ambient-capture pipeline that powers the scribe transcribes the spoken query and runs it against the library. Whether typed or dictated, the input is matched against existing questions before anything new is created.
Add-New, With De-duplication First
Clinicians are never blocked from adding a genuinely new question — the library is
meant to grow. But the system surfaces similar existing questions first.
As the clinician types or dictates a new question, the modal filters the library by
semantic similarity and shows the closest matches inline. If the proposed wording closely
matches a question already in the bank, the UI nudges the clinician to use the
existing one ("Did you mean Any fever in the last 48 hours?") rather
than minting a near-identical duplicate. Only when no suitable match exists does the
clinician confirm and create a new StructuredQuestion, which then joins the
library for everyone else to reuse.
Why It Matters
The result is a governed, de-duplicated, reusable structured-question library: consistent data capture across every clinician, analytics-friendly fields that aggregate cleanly for reporting and quality measures, and a question bank that grows deliberately instead of sprawling. Reuse is the path of least resistance, new questions are still one tap away, and the practice's questionnaire data stays comparable over time.
Persona Connections
- Doctor — Primary user. Starts the scribe, reviews the draft note and structured proposals, signs the encounter. Owns clinical accuracy. Wants to finish the note before leaving the room and eliminate after-hours charting.
- MA — Rooms the patient, captures vitals, reviews the pre-visit briefing, and pre-loads context. Uses the scribe's structured intake for medication reconciliation and intake completion. Cannot sign the EncounterNote.
- Nurse — Handles follow-up documentation, triage notes, and post-encounter care-plan updates. Contributes structured output with her UserID captured in the audit trail, distinct from the clinician's contributions.
Technical Highlights
- Audio pipeline. Audio is encrypted at rest (AES-256, customer-managed-key option), retained for 365 days by default (configurable to 3650), and automatically purged on expiry. Transcripts and structured output remain after audio purge. Offline capture buffers audio locally for up to 4 hours of connectivity loss.
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SOAP structure. The
EncounterNoteentity stores Subjective, Objective, Assessment, and Plan as separateTextfields. Versioning uses the ICbreak.feature.bug.buildtimestampconvention. Note format (SOAP vs. APSO) is persisted per clinician. -
Audit trail timestamps. Every write to
Encounter,EncounterNote,ScribeSession,ScribeUtterance,ScribeStructuredOutput, andScribeReviewStatecarriesUpdatedDateTimeUTC,UpdatedByUserID, andDeletedDateTimeUTC(soft-delete). Global clinical facts (Problem,ProblemList) carrySourceOrganizationIDinstead ofOrganizationID— a deliberate exception to IC hard rule #11. -
FHIR DocumentReference. Signed notes are exposed as
DocumentReferenceresources via the FHIR API. TheScribeStructuredOutputevidence links map toDocumentReference.relatesToprovenance chains, enabling click-through from any sentence in the note to the originating audio clip.
Provenance Pipeline
The spine of this module transforms org-scoped operational data
(audio, raw transcript, LLM proposal, review state) into global clinical
facts (the patient's Problem, ProblemList, Allergy, Medication) — with the
SourceOrganizationID preserved on every global fact:
- Clinician taps "Start scribe" →
ScribeSessioncreated, consent captured. - Audio captured and encrypted → ASR diarization →
ScribeUtterancerows persisted. - LLM structured extraction →
ScribeStructuredOutputproposals with evidence links. - Clinician review queue → accept / edit / reject / defer per proposal.
- On accept → atomic write-back to global clinical fact with
SourceOrganizationID. - Patient's global record updated → read-access audit on every subsequent view.
Delivery Phases
Clinicians document using structured SOAP templates with manual entry. The encounter shell,
EncounterNote versioning, and the
ScribeSession / ScribeUtterance entities ship.
One-tap scribe start with consent capture is available. Draft note generation
latency target: p95 ≤ 60 seconds. Structured write-back to the problem list
is active but requires explicit clinician accept on each proposal. Note review
queue and 24-hour undo window are live.
The full structure-first scribe delivers form-driven draft notes with evidence links from transcript timestamps — every section is a bounded field, never a free-text guess. SOAP auto-population runs on the captured audio. Bilingual (English/Spanish) capture with diarization labeling speaker and language. Real-time coding suggestions from the Coding / CDS module appear alongside the draft. Pre-visit briefing pulls the patient's global record (problems, meds, allergies, labs, imaging) and TEFCA-sourced outside records. Form templates are versioned and continuously improved from accept/edit/reject signal — driving the platform toward steadily more efficient and more accurate encounters. Structured write-back acceptance target: ≥ 70% without edit.
Offline capture mode buffers audio during connectivity loss for asynchronous note generation. Multi-clinician encounters support group visits with diarization-assigned per-clinician sections and individual sign-off. Specialty-specific template packs (beyond primary-care defaults) become available. Version-history diff rendering between any two
EncounterNote versions is added.
Success Metrics
- Charting time per visit: ≤ 90 seconds (median), ≤ 4 minutes (p95) — from "End encounter" tap to clinician sign-off.
- After-hours pajama time: ≥ 60% reduction vs. legacy-EHR baseline within 90 days of go-live.
- Note draft latency: p95 ≤ 60 seconds from "End encounter" to draft in review queue.
- Word error rate: ≤ 6% on US-English clinical conversation evaluation set.
- Hallucination rate on physical exam: ≤ 1% fabricated PE findings with no audio evidence.
- Structured write-back acceptance: ≥ 70% of scribe-proposed updates accepted without edit.
- Evidence-link coverage: 100% of A/P sentences carry a transcript-timestamp link — absence blocks sign-off.
- Structured-question reuse rate: ≥ 80% of questions added via the Add-question modal reuse an existing library entry rather than minting a new one — the de-duplication guardrail keeping question sprawl in check.
Regulatory Touchpoints
- HTI-1 §170.315(a)(15) — social, psychological, and behavioral data support.
- HTI-1 §170.315(b)(2) — medication reconciliation (integrates with eRx Surescripts MHX).
- HTI-1 §170.315(b)(11) — DSI transparency for scribe structured proposals; model name/version on every
ScribeStructuredOutput. - HTI-1 §170.315(d)(2) — auditable events and tamper-resistance; every scribe interaction captured in read-access audit.
- USCDI v3 — every clinical fact written by the scribe maps to a USCDI v3 data class.
Module Dependencies
- Upstream — Scheduling creates the Encounter shell that the scribe attaches to.
- Lateral — Coding / CDS consumes structured A/P for code suggestions. eRx / EPCS consumes scribe-proposed medications for prescriptions.
- Downstream — RCM consumes the signed, coded note for claims. Patient Portal renders the signed note for patient view. Referrals attaches the signed note plus USCDI bundle to outbound referrals.