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 Text 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, Agentic Text Monitoring for Home Office 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.