AI Doc Review allows you to use the power of AI to extract and organize information from documents. Select a document in the Docs section and an analysis type, and AI Doc Review will generate a new document with the extracted, summarized, and organized information. 

Note: This feature requires Docs+ and AIFields and incurs a usage-based charge. Reach out to your account manager to learn more.

Submit an AI Doc Review

In a project’s Docs section, select any OCRed or indexed document. Documents available for AI Doc Review will display an AI sparkle icon in their action bar. (When a document is first uploaded, it may not be available immediately for AI Doc Review. Once the document has been OCRed or indexed, it will become available.)

Click on the AI sparkle icon to open the AI Document Review flyout. Select the document type, and then select a prompt from those available for that document type. These prompts match the analysis types available for AIFIelds. 

Once the prompt has been selected, click Next. Select the file type of the output (PDF or DOCX), and enter the name of the document. The output file will be saved in the same folder as the original document. 

Click Submit for AI Review. 

View the Review

Once the review has been submitted, the document will be sent off for analysis, and users will see a notification in the left bottom corner of the screen that shows the analysis is in progress. You can close the flyout, navigate away, or run AI Doc Review on another document

When the AI review is complete, you will be alerted in the bottom left corner notification box. The file will appear in the same folder as the original document, using the chosen file name and type. 

The AI review contains a link to the original document and the name of the selected analysis type at the top, followed by the review. 

Source Linking

Prompts that reference page numbers (those that provide specific information, like medical chronologies, rather than those that summarize information) include embedded source links, guiding you to the page where the information was taken in the original document.

Source links appear as links with the page number listed. Clicking the link opens the previewer for the source document in a new tab, automatically scrolled to the page listed in the link. If the information is sourced from a range of pages, rather than one page, the link will list the range (Pages 6-7, for example), and clicking the link takes you to the first page in the range.

Reporting

AI Doc Review information can be reported on using the “AI Job List” report. You can find this report in the Create New Report list in the report builder. 

This report is also used for AIFields. To run the report for only AI Doc Review, apply the “AI Job Type is” AI Document Review” criteria. 

The AI Job List report includes the following columns:

• Org name
• project name
• analysis type: the selected analysis type for this review
• filename: the name of the file the AI Doc Review drew from
• page count: the page count of the file the AI Doc Review drew from
• job status: whether the job is in Analyzing, Completed, Created, Queued, or Failed status
• username: the username of the user who uploaded the file
• email: the email of the user who uploaded the file
• target field: the name of the AI Doc Review
• target section: the name of the custom section containing the AI Doc Review
• created date: the date and time that the file was uploaded, when the AI Doc Review was triggered
• completed date: the date and time that the AI Doc Review finished generating