Reviewing the note and actions

The Review screen

Review lays out three panes: the drafted note on the left, the transcript in the middle, and extracted actions on the right. Nothing here is final until you approve it — see Nothing is auto-approved below.

Note sections and editing

The note is broken into the same sections your visit produced (for example Subjective, Objective, Assessment, Plan). Each section is a cleaned-up version of the transcript — it corrects transcription errors it can infer from context and structures fragments, but never adds content that was not said.

Select any section to edit it directly. Your change saves automatically when you click away (edit-on-blur) — there's no separate Save button. If someone else edited the same note in the meantime, you'll see a message asking you to redo your edit against the latest version, so nothing is silently overwritten.

Confidence pills

Each action shows a confidence percentage as a colored pill — a rough signal of how certain the extraction is, not a clinical judgment. Lower confidence deserves a closer look at the source transcript before you approve it.

The evidence thread

Every extracted action is required to cite the part of the conversation it came from — an action is never drafted without at least one transcript citation. Select "Why? See it in the transcript" on any action to jump to and highlight the exact span, connected to the action card by the stitched line down its left edge.

Use this whenever a description, an urgency, or a coded candidate (SNOMED, LOINC, RxNorm, or CPT) doesn't match your read of the visit — the evidence thread shows exactly what the extraction was based on.

"Requires clarification"

Some actions are flagged Requires clarification with a short reason. This means the extraction found something worth a decision only you can make — an ambiguous dose, say, or two plausible readings of what was said. It is not an error state; it is Fieldnote telling you where its own confidence runs out and yours needs to take over.

Approve, edit, or reject

Each action has three options:

• Approve — accept it as drafted.
• Edit — open the description in a text box, change it, and save; your edit is what gets sent, not the original draft.
• Reject — discard it; it won't be included anywhere.

Every action needs one of these three decisions before the encounter can be sent to the EHR — the Approve & send to EHR button stays disabled until every action is resolved. If no actions were extracted at all, there is nothing to resolve and you can send the note directly.

Keyboard shortcuts

When an action is selected — and you are not typing in a text field — these keys work from anywhere on the Review screen:

Shortcuts are automatically disabled while you are editing a note section or an action description, so they never interfere with normal typing.

Nothing is auto-approved

Selecting Approve & send to EHR records your attestation that you reviewed and approved the encounter, then starts write-back — see Sending to your EHR.