Skip to main content

Guide: Generating & Reviewing Reports

One of Records Rocket's most powerful features is its ability to generate draft narrative reports from case documents. This process is designed to be fast and efficient, but it always keeps you, the clinician, in full control of the final output.

This guide covers the end-to-end workflow for creating, reviewing, and finalizing a report.

Step 1: Request a Report​

From the Case Dashboard, navigate to the Reports tab. Here you will see an option to generate a new report.

  1. Click the Generate Report button.
  2. A dialog will appear asking you to select a Report Type. Choose the one that matches your needs (e.g., smokingHistory, medicalHistory).

Once you confirm, Records Rocket's ReportOrchestrator will begin the asynchronous analysis process in the background. You can continue working on other tasks while this runs.

Step 2: Understand the Status - Awaiting Review​

After the AI has finished its initial analysis, the report's status will change to Awaiting Review. This is the most important step in the process.

The AI has extracted dozens of potential Findings from the documents, but none of them will be included in the final report until you approve them.

Step 3: Review the Findings​

Click on the report to enter the Finding Review Interface. Here, you will see a list of all the findings the AI has extracted.

For each finding card, you will have:

  • Verbatim Quote: The exact text from the source document that the AI identified.
  • Source Link: A direct link to the page where the quote was found.
  • AI Context: A summary or analysis generated by the AI.
  • Your Tools: Buttons to Approve or Reject the finding, and a text box to add your own notes.

Step 4: Apply Your Clinical Judgment​

This is where you take control. Go through the list of findings and take one of the following actions for each:

  • Approve: If the finding is accurate, relevant, and correctly contextualized, click Approve. It will now be included in the final report.
  • Reject: If the finding is irrelevant, a duplicate, or factually incorrect, click Reject. It will be permanently excluded from the report.
  • Add Your Clinical Impression: This is the most powerful tool. In the text box provided, you can add your own analysis, override the AI's context, or provide a nuanced interpretation. Your impression will always take precedence over the AI's summary in the final report.

Step 5: Finalize and Generate the Report​

Once you have reviewed all the findings, you are ready to generate the final document.

  1. Click the Finalize Report button at the top of the review screen.
  2. Our ReportGenerator will take only the findings you approved and synthesize them into a cohesive, narrative report.
  3. The report will be generated in clean, readable Markdown and will include your clinical impressions.
  4. You can then view the report in Records Rocket or export it to Microsoft Word (.docx) for final formatting and delivery.

This workflow ensures that you leverage the speed of AI for data collection without ever sacrificing the accuracy and authority that comes from your clinical expertise.