Clinical Approval

Clinical approval is the step where you confirm that a letter is correct and ready to send. Only approved letters can be exported or shared.

Approve on the letter page

After you review the letter on the letter page, use Clinically approve to mark it as approved.

Review the letter content before approving. Only approve when it is correct and ready to send.

After clinical approval of the assistant’s output, you can export the generated content as a PDF or Word document.

From the list you can export as PDF or Word or send by email.

Use approved letters

Approved letters appear in a dedicated area on the dashboard. From there you can export them as PDF or Word or send them by email.

Open the Clinically approved tab on the dashboard to see your approved letters

Next steps

Mark a record or letter as complete when you have finished with it.

Send approved letters by email from the dashboard.