Quick Start
This guide will help you complete your first clinical audit in under five minutes.
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Login
Navigate to the portal and enter your credentials to establish a session. -
Filter Queue
Go to the Review Queue, locate a pending PCR, and click “Review” (the indigo button with a play icon) to open it in review mode. Note that the “View” button (eye icon) opens in read-only mode. -
Conduct Review
Review the complete chart including:- Protocol Compliance tab to evaluate the AI’s evaluation and the protocol adherence.
- Narrative tab to evaluate the provider’s documentation.
- Vitals & Meds to see what flowchart items are documented.
- Physical Exam to confirm clinical findings and examinations.
- Notes Leave comments or message providers directly within the review to provide feedback or request clarification.
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Finalize/Approve
Verify the automated protocol compliance checks. Click Approve to finalize the audit. The record’s status will update to Reviewed in the queue.