Automated Reporting

Records Rocket features a sophisticated, multi-step orchestration engine to generate structured, narrative report drafts from the case files. This resilient system is designed to save you hours of manual compilation while ensuring the generated content is accurate and traceable.

The Report Generation Workflow

When a report is requested, our ReportOrchestrator kicks off a crash-resilient workflow. Each step's output is saved, allowing the process to resume if interrupted.

1. Search: The SearchService identifies all pages relevant to the requested report type using a comprehensive set of predefined keywords.
2. Organize: The SpanOrganizer groups the relevant pages into continuous spans to maintain document context.
3. Process: The LlmProcessor (powered by GPT-4o) analyzes the text from each document span, extracting key information and structuring it as Findings.
4. Review: The extracted findings are saved to the database and presented to you for review. No report is generated without human oversight. You can approve, reject, or add your clinical impression to each finding.
5. Generate: Once you finalize the review, the ReportGenerator takes all approved findings and synthesizes them into a polished, narrative report in Markdown format.
6. Complete: The final report is saved and linked to the case, ready for export.

For a detailed guide on the review and finalization process, see our Guide: Generating & Reviewing Reports.

Supported Report Types

You can request automated reports for several key medical history areas. Our system uses a curated list of keywords for each type to ensure a thorough search.

Report Type	Description & Sample Keywords
smokingHistory	Gathers all details related to tobacco and nicotine use. Keywords: 'smoke', 'cigarette', 'pack year', 'vaping', 'nicotine', 'quit'.
medicationHistory	Compiles a list of current and past medications. Keywords: 'medication', 'prescription', 'rx', 'dose', 'drug regimen', 'otc'.
allergyHistory	Extracts information on all known allergies and reactions. Keywords: 'allergy', 'allergic reaction', 'hives', 'anaphylaxis', 'intolerance'.
medicalHistory	Creates a comprehensive summary of past medical and surgical events. Keywords: 'history', 'diagnosis', 'surgery', 'hospitalization', 'pmh'.
pulmonologyDisabilityHistory	Focuses on findings relevant to respiratory disability evaluations. Keywords: 'fev1', 'fvc', 'spirometry', 'pft', 'dlco', 'dyspnea'.

Exporting Reports

Generated reports are created in clean Markdown but can be easily exported to other formats, including Microsoft Word (.docx), for final editing and delivery. The export process preserves formatting, headings, and lists.