Search all docs

Front Office Workflows

Last updated:

Aug 10, 2025

How to Set up AI Compliance

AI Scribe and Tooling

Provider Workflows

Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks

Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to

Check Mark Prompting Quick Tips

Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).

Tips

  1. Be specific: Name the exact info to look for.

    • Good: "Does the note list blood pressure and heart rate?"

    • Poor: "Did you record vitals?"

  2. Use clinical language: Match your documentation style.

    • Good: "Is a follow-up plan documented in the Plan section?"

  3. One item per prompt: Split multiple checks into separate prompts.

  4. Keep it yes/no: Avoid open-ended questions.

Examples

  • "Is the patient’s chief complaint documented?"

  • "Are range-of-motion measurements included?"

  • "Is a diagnosis listed in the Assessment section?"

  • "Are follow-up instructions included?"

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 10, 2025

How to Set up AI Compliance

AI Scribe and Tooling

Provider Workflows

Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks

Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to

Check Mark Prompting Quick Tips

Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).

Tips

  1. Be specific: Name the exact info to look for.

    • Good: "Does the note list blood pressure and heart rate?"

    • Poor: "Did you record vitals?"

  2. Use clinical language: Match your documentation style.

    • Good: "Is a follow-up plan documented in the Plan section?"

  3. One item per prompt: Split multiple checks into separate prompts.

  4. Keep it yes/no: Avoid open-ended questions.

Examples

  • "Is the patient’s chief complaint documented?"

  • "Are range-of-motion measurements included?"

  • "Is a diagnosis listed in the Assessment section?"

  • "Are follow-up instructions included?"

Last updated:

Aug 10, 2025

How to Set up AI Compliance

AI Scribe and Tooling

Provider Workflows

Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks

Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to

Check Mark Prompting Quick Tips

Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).

Tips

  1. Be specific: Name the exact info to look for.

    • Good: "Does the note list blood pressure and heart rate?"

    • Poor: "Did you record vitals?"

  2. Use clinical language: Match your documentation style.

    • Good: "Is a follow-up plan documented in the Plan section?"

  3. One item per prompt: Split multiple checks into separate prompts.

  4. Keep it yes/no: Avoid open-ended questions.

Examples

  • "Is the patient’s chief complaint documented?"

  • "Are range-of-motion measurements included?"

  • "Is a diagnosis listed in the Assessment section?"

  • "Are follow-up instructions included?"