We've made the AI Note Auditor smarter and easier to manage. The Auditor can now turn your feedback into reusable learnings that improve future audits, and managers have a dedicated place to review, edit, and remove those learnings so the AI stays accurate over time. π
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β¨ What's new:
- π§ Feedback becomes learningsβ When you mark an audit finding as inaccurate on a session or supervision note, the Auditor can suggest saving that feedback as a learning, so the same correction carries into future audits.
- βοΈ Edit before you saveβ Review and refine each suggested learning before it's saved (learnings must be at least 20 characters), so what the AI remembers is clear and intentional.
- π― Context-awareβ Learnings apply either to a specific session note template when one is selected, or across the same activity type, so corrections land where they're relevant.
- π Learnings Moderation tabβ Managers, Administrators, and Supervisors can find a new Learnings Moderation page under Settings β Care Model to see every learning the Auditor has saved.
- π Filter by contextβ Each learning shows the Activity Type and Session Note Template it was created in, and you can filter by context to quickly find what you're looking for.
- π Edit and deleteβ Remove learnings that have lost relevance or were never quite right, keeping the Auditor's insights accurate and trustworthy.
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π‘ Why it matters:
The AI Auditor saves time by reviewing notes in bulk, but its insights are only as good as what it learns. By letting the Auditor learn from your team's corrections, audits get more consistent for your specific note types over time. And because learnings can drift or turn out to be wrong, manager governance keeps that knowledge accurate, relevant, and under your control.
A note on privacy:
you decide what becomes a learning, so please keep any ePHI out of the text you save.Availability:
AI Note Auditing is currently in Beta for organizations with Premium or Enterprise client licenses. Future versions may become a paid add-on.---
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