Overview
When starting an audit, Audit Agent asks which sessions to review and which source material to use. These choices have a large effect on the results.
Session selection options
Current session selection options include:
Last 7 days.
Last 30 days.
All unaudited sessions.
A custom date range.
For organisation-level audits, owners/admins may be able to select multiple clinicians or users, depending on permissions.
Source material options
You can choose one or more sources:
Transcript: what was captured in the consultation transcript.
AI Summary: generated clinical notes and/or letters.
Clinician Notes: notes entered by the clinician where available.
At least one source must be selected.
Clinical notes vs letters
If AI Summary is selected, the audit can include clinical notes, letters, or both, depending on what note types are selected and available.
Skipped sessions
Sessions without the selected note types are automatically skipped during processing. If an audit reviewed fewer sessions than expected, check whether those sessions actually had the selected source material.
Processing time
The confirmation step may show processing time up to 24 hours, although audits typically complete sooner. Larger audits, multi-clinician audits, and source-heavy audits can take longer.
Large audits
The backend enforces limits for very large audits. The current code supports up to 10,000 sessions and up to 30 criteria per audit. If you need to audit more, split the audit into smaller runs.
Best practice
For governance audits, start with a clear date range, a focused template, and the source material that best matches the question. For example, use AI Summary if you are auditing generated notes, and transcript if you are auditing whether the note captured what was said.