Workflow · Documentation Support
Visit notes drafted at the speed of care.
From recorded encounter or template, a structured draft with HPI, exam, A/P. Section by section, source-anchored. The clinician edits and signs — never the AI.
INWhat CliniLoom reads
- Encounter audio (with patient consent)
- Templates and macros you already use
- Patient chart, problem list, medications
- Past notes and handouts
OUTWhat CliniLoom prepares
- Structured draft note (HPI, ROS, exam, A/P)
- Citation per claim — source line in the chart or transcript
- Sign-off checklist (allergies, meds reconciled, plan complete)
- Suggested orders, refills, and follow-ups
FLOWStep by step
01 · SYSTEM
Encounter recorded / template chosen
02 · AI
Draft note structured by section
03 · AI
Anchor each claim to a source
04 · STAFF
Clinician edits + signs
05 · SYSTEM
Note finalized + audited
EXReviewable example
AI · drafted · high confidenceSource: Encounter audio + last 3 visits
Visit note · Evelyn Carter · 30-min follow-up
HPI drafted from transcript. Exam matches template defaults. A/P: hypertension stable on current regimen, increase exercise frequency, recheck BP in 6 weeks. Pending clinician edit + sign.
ApproveEditEscalate
SAFEGuardrails
- Notes are never auto-signed. The clinician's signature is the only signature.
- Audio is processed under BAA-eligible architecture, not stored beyond what you configure.
- Hallucination guards: any claim without a chart or transcript source is flagged before review.
In CliniLoom
Visit Notes
The module where this workflow lives in your CliniLoom workspace.