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Documentation Types

Rubric supports evaluation of various clinical documentation formats:

SOAP Notes

The standard format for outpatient encounters:
{
    "soap_note": {
        "subjective": "...",    # Patient-reported symptoms, history
        "objective": "...",      # Exam findings, vitals, labs
        "assessment": "...",     # Clinical impression, diagnoses
        "plan": "..."           # Treatment, follow-up
    }
}

H&P (History & Physical)

Comprehensive documentation for admissions:
{
    "hp_note": {
        "chief_complaint": "...",
        "hpi": "...",
        "past_medical_history": "...",
        "medications": [...],
        "allergies": [...],
        "family_history": "...",
        "social_history": "...",
        "review_of_systems": {...},
        "physical_exam": {...},
        "assessment_and_plan": "..."
    }
}

Procedure Notes

Documentation of procedures performed:
{
    "procedure_note": {
        "procedure": "...",
        "indication": "...",
        "consent": "...",
        "technique": "...",
        "findings": "...",
        "specimens": [...],
        "complications": "...",
        "disposition": "..."
    }
}

Clinical Note Evaluators

Completeness Evaluator

Checks for required documentation elements:
{
    "type": "note_completeness",
    "config": {
        "note_type": "soap",
        "required_sections": ["subjective", "objective", "assessment", "plan"],
        "required_elements": {
            "subjective": ["chief_complaint", "hpi", "ros"],
            "objective": ["vitals", "exam"],
            "assessment": ["diagnoses"],
            "plan": ["treatment", "follow_up"]
        },
        "specialty_requirements": "internal_medicine"
    }
}

Accuracy Evaluator

Validates factual correctness against source material:
{
    "type": "note_accuracy",
    "config": {
        "source_types": ["transcript", "prior_notes", "labs"],
        "check_medications": True,
        "check_allergies": True,
        "check_diagnoses": True,
        "check_vitals": True,
        "strict_mode": False  # Allow reasonable inference
    }
}

Hallucination Detection

Identifies claims not supported by source:
{
    "type": "hallucination_detection",
    "config": {
        "sensitivity": "high",  # low, medium, high
        "categories": [
            "unsupported_symptom",
            "fabricated_history",
            "incorrect_medication",
            "wrong_patient_data",
            "invented_lab_value"
        ]
    }
}

Medical Coding Accuracy

Evaluates ICD-10 and CPT code suggestions:
{
    "type": "coding_accuracy",
    "config": {
        "code_types": ["icd10", "cpt"],
        "check_specificity": True,  # e.g., E11.65 vs E11.9
        "check_medical_necessity": True,
        "check_documentation_support": True
    }
}

Quality Metrics

SOAP Note Scoring

ComponentWeightCriteria
Subjective25%Complete HPI, relevant ROS, accurate history
Objective25%Pertinent exam, accurate vitals/labs
Assessment25%Appropriate diagnoses, clinical reasoning
Plan25%Complete, addresses each diagnosis, follow-up

Documentation Quality Score

Composite metric considering:
Quality Score = (Completeness × 0.3) + 
                (Accuracy × 0.4) + 
                (Coding × 0.2) + 
                (Readability × 0.1)

Input Format

From Ambient Transcription

client.notes.log(
    project="ambient-scribe",
    
    # Raw audio/transcript from encounter
    input_transcript=[
        {"speaker": "provider", "text": "What brings you in today?"},
        {"speaker": "patient", "text": "I've had this cough for about two weeks."},
        # ...
    ],
    
    # Optional: structured EHR data available during generation
    context={
        "prior_notes": [...],
        "medications": [...],
        "allergies": [...],
        "labs": [...]
    },
    
    # AI-generated output
    output={
        "soap_note": {...},
        "icd_codes": [...],
        "cpt_codes": [...]
    }
)

From Prior Note Summarization

client.notes.log(
    project="chart-summarizer",
    
    # Source documents
    input_notes=[
        {"date": "2024-01-15", "type": "progress_note", "text": "..."},
        {"date": "2024-01-10", "type": "lab_result", "text": "..."},
        # ...
    ],
    
    # Generated summary
    output={
        "summary": "...",
        "problem_list": [...],
        "active_medications": [...],
        "recent_labs": {...}
    }
)

Copy-Forward Detection

Identify inappropriate duplication from prior notes:
{
    "type": "copy_forward_detection",
    "config": {
        "similarity_threshold": 0.85,
        "check_dynamic_fields": True,  # Vitals, labs should change
        "exempt_fields": ["allergies", "past_medical_history"],
        "flag_unchanged_exam": True
    }
}
Copy-forward of dynamic data (vitals, exam findings) without verification is a significant compliance and patient safety risk.

Specialty-Specific Requirements

Rubric supports documentation requirements by specialty:
SpecialtyRequired Elements
Primary CarePreventive care reminders, chronic condition management
CardiologyRisk factor assessment, anticoagulation documentation
PsychiatryMental status exam, safety assessment, substance use
SurgeryInformed consent, procedure details, complication documentation
{
    "type": "specialty_requirements",
    "config": {
        "specialty": "psychiatry",
        "required_elements": [
            "mental_status_exam",
            "suicide_risk_assessment",
            "substance_use_screen",
            "medication_reconciliation"
        ]
    }
}

Next Steps