Reference for the Clinical Review section in Medical Record Summarization, covering available fields, summary statuses, filters, and reviewer controls.

This reference covers the fields, statuses, filters, and controls available in the Clinical Review section of the Medical Record Summarization application.

Location: Clinical review → top of the list page, above the summary table.

The Clinical Review page displays three aggregate metrics at the top of the page. All metrics are scoped to the selected date range using the All time filter in the top-right corner.

Location: Clinical review → summary table.

Location: Clinical review → Review status column in the summary table, and the Status field in the review detail view header.

For how completion statuses are defined and assigned, see Manage review workflows.

Once a summary reaches a completion status, the original AI-generated summary and any reviewer overrides are available in Data Fabric via the MRS2_Output entity. For details on the available output fields, refer to MRS output data.

Location: Clinical review → filter bar above the summary table.

Location: Clinical review → select a summary row → header bar at the top of the review detail view.

Location: Clinical review → select a summary row → header bar (Complete review) and individual section headers (Override, Decision feedback).

Location: Clinical review → select a summary row → right panel.

Each source document available for the record gets its own tab, labeled with the document it holds. Tabs show the current page, the total page count, a search box, zoom controls, and a download control.

Location: Clinical review → select a summary row → a section whose output type is Policy.

A Policy section reports the outcome the policy's decision model reached instead of a narrative. Below the section name, the panel names the policy and the decision model version it ran against.

Location: Policy section → Scoring rules.

The decision model's tree shows how each part of the policy was judged. Each rule group displays the following.

Beneath the tree, a summary line reports how many conditions were not met and how many were not applicable.

Location: Clinical review → select a summary row → select Override on any section → inline form appearing directly below that section's content.

Selecting Override on a section puts it into edit mode: the section content becomes directly editable, and an inline form appears below the content.

After editing the content and completing the form, select Save to record the override (including any text edits), or Cancel to discard it. A saved override is summarized beneath the section, showing the reviewer, the reason, and any feedback, with controls to edit or remove it. Multiple sections can be overridden before the review is completed.

Location: Clinical review → select a summary row → left panel (summary content).

Inline citation markers appear next to data points in the AI-generated summary. In normal view, each 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.

Location: Clinical review → select a summary row assigned to another reviewer → banner at the top of the review detail view.

When a summary is assigned to another reviewer, the following banner appears at the top of the review detail view:

In this state, the Complete review, Override, and Decision feedback actions are unavailable. Reassigning the record to yourself from the Reviewer dropdown transfers editing access. The banner can be dismissed without changing the assignment.

Any overrides recorded by prior reviewers are preserved. They appear in the template's Overrides tab and are included the next time the template's feedback is analyzed for recommended improvements. A review remains active until it is completed. Once a completion status is reached, the review can no longer be edited.

Location: Clinical review → select a summary generated by a template version that is no longer current → banner at the top of the review detail view.

When a newer version of the template has been published since the summary was generated, the following banner appears:

The summary itself is not regenerated. The banner can be dismissed.