How does the agent review records?

Now that the rules are live, the monitoring happens automatically in the background. Imagine a field user, Sarah, is finishing a visit and captures her notes in the Call Notes field on the call report. She mentioned that she discussed Natevba for an 18-year-old patient.

The moment Sarah submits the call report and syncs, the Text Monitoring for Home Office Agent jumps into action. It doesn't interfere with Sarah’s workflow or slow her down; it simply reads the submitted text against the rules defined by her organization.

If Sarah’s notes are perfectly compliant, the agent completes its review silently. However, if Sarah accidentally records a phrase that suggests a compliance concern, the agent immediately flags it for Amy’s compliance team to see.