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Chart Review Agent

Chart Review Agent

30-second pre-visit summary of the patient. Pops automatically when the provider opens an upcoming encounter; available anytime via Chart review in the chart header.

What it summarizes

  • Active problems (sorted by recency + decay-signal urgency).
  • Medication concerns (drug-drug, drug-allergy, recent changes).
  • Abnormal trends (labs / vitals with directional commentary).
  • Open loops — pending labs, undone referrals, recall items due.
  • Recent encounters’ relevant findings.

Each claim cites the FHIR resource ids the model drew from. Click any claim → jumps to the underlying Observation / Condition / ServiceRequest in the chart.

Why a 30-second summary

Most outpatient providers spend the minute before a visit skimming the chart. The Chart Review Agent compresses that scan into a single screen, with citations, so the provider walks in oriented without losing chart literacy.

Triggering

  • Auto when the provider opens an upcoming encounter (next 24h).
  • On-demand via the Chart review button.

Re-runs are cheap (cached for ~5 minutes per patient × provider).

Privacy + audit

The agent reads from the same patient chart the provider already has access to — no additional privilege expansion. The summary is ephemeral; we don’t persist it as part of the chart. Every run stamps a Why trace with retrieval + model + cost.

What it doesn’t do

  • Doesn’t generate diagnoses or treatment plans — only summarizes what’s already in the chart.
  • Doesn’t infer missing data — if labs aren’t on file, the agent doesn’t speculate.