Congrats!

Congrats! You’ve mastered the basics of the Text Monitoring for Home Office Agent. By leveraging AI as a partner, you’re now equipped to maintain a higher standard of compliance with less manual effort, ensuring your field users’ interactions stay safe and professional.

Learn more about the Text Monitoring for Home Office Agent

To continue your learning, explore these resources:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge - Review a Flagged Phrase

A field user has just met with Dr. Beacher regarding Natevba. The Text Monitoring for Home Office Agent has flagged a phrase in the Call Notes. The agent flagged the phrase: "Natevba might be a good option for pediatric use" because your current rules prohibit promoting Natevba for patients under 18. Review this potential issue and document your finding.

  1. Navigate to the Agent Monitored Text tab.

  2. Locate and select the record for the appropriate HCP.

  3. Select the Agent Flagged Phrase record.

  4. Review the Agent Reasoning.

  5. Select Edit on the record.

  6. Select Accepted Agent Finding in the Reviewer Determination field.

  7. Enter context in the Reviewer Notes, for example: "Confirmed off-label pediatric mention. Escalating to manager."

  8. Select Save.