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Audit Agent use cases and example audit templates

Common scenarios where Audit Agent can help clinical teams review documentation quality.

Written by Dr. Harvinder Power

Common use cases

Audit Agent is useful when you need a repeatable way to review documentation against defined criteria.

Documentation quality audit

Use this to check whether notes contain enough detail for safe handover, continuity of care, and clinical reasoning.

Example criteria:

  • Presenting complaint is clear.

  • Relevant history is documented.

  • Objective findings are included where relevant.

  • Assessment or clinical impression is recorded.

  • Plan and follow-up are documented.

Safety-netting audit

Use this to check whether clinicians document escalation advice and red flags.

Example criteria:

  • Red flags are assessed where relevant.

  • Safety-netting advice is documented.

  • Urgent escalation advice is clear.

Letter quality audit

Use this to review referral letters, GP letters, insurer letters, or patient letters.

Example criteria:

  • Reason for letter is clear.

  • Relevant clinical background is included.

  • Request or recommendation is explicit.

  • Letter is understandable to the intended recipient.

Template adherence audit

Use this to check whether generated notes are following your organisation's preferred template structure.

Regulatory or governance audit

Use regulatory presets where enabled, or clone a preset and adapt it to local policy.

Best practice

Before running a large audit, test the template on a smaller sample. Review the results, tighten ambiguous criteria, then rerun at scale.

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