WebChart Smart Actions streamline documentation with one click, eliminating the need for manual charting. This feature automatically records vital signs, conditions, allergies, medications, and referrals using AI-generated insights. With pre-populated recommendations, documentation becomes effortless, allowing providers to focus on patient care, not clicks.

Step 1: Enable experimental feature #

To use Smart Actions, you must first enable it in the settings.

1. Click on your profile icon in the top-right corner of the application.
2. Select “Experiments” from the dropdown menu.
3. A pop-up window will display various experimental features.
4. Navigate to the WebChart Smart Actions tab for feature details.
5. Click the Enable button.
6. Refresh the page to apply changes.

Step 2: Dictate a visit encounter #

1. Tap the blue “Start” button to begin recording.
2. Dictate the visit encounter as you normally would.
3. When finished, tap the blue “Stop” button to end the recording.

Step 3: Review actions #

Once you’ve dictated the encounter, your transcription will appear with the attached audio recording that can be scrubbed through. Documentation will be produced automatically, including a soap note. Under the soap note is where you will see the AI-generated actions. These actions are generated when the AI hears you refer to a condition, an order, a medication, or an allergy. You can look through these and make sure that the action was transcribed correctly.

Clicking on the bug icon will show the coded values of each action and exactly what is being captured by Ozwell and will be entered into the patient’s chart. Clicking on the bug icon again will close the expanded screen.

The blue switch allows you to tell Ozwell whether to send the action to the patients chart or to disregard that action. The switcher is automatically set to send all actions to the patients chart. When the switcher is white with a blue outline, then the action will not be sent to the patients chart.

Step 4: Perform Actions #

When you are ready to send the actions over to the patients chart, you can click the perform actions icon at the bottom of the smart actions drop down.

Step 5: Check to see if actions were performed successfully #

When the actions have been sent to the patient’s chart the blue switcher will be replaced by a green check mark to indicate the actions that were transmitted successfully. If the switcher is replaced by the red caution icon, it is because their was an unexpected error that occurred when trying to transmit the action to the patients chart. The reason for the error is not the same for everyone, therefore, if you have any trouble with smart actions, please contact us at [email protected]

It is also import to check on your EHR to see if the actions were imported correctly. If they were not imported correctly, make sure to contact your organizations Ozwell rep for more guidance.

Still need help? #

If you encounter any issues or need further assistance, please reach out to [email protected] or contact your Ozwell representative.