Virtual Assistant Follow-Up for Accurate Clinical Documentation

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Solution Overview

Problem

Existing clinical documentation systems face inefficiencies in automating the collection and processing of patient encounter information, particularly during post-visit follow-up portions, leading to incomplete or inaccurate medical records.

Innovation Solution

An automated clinical documentation system that utilizes a virtual assistant to audibly prompt patients for encounter information during post-visit portions, processing this information to populate medical records, incorporating machine vision and audio recording systems to enhance data collection and accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional manual documentation methods are used, then medical records can be created, but the process is time-consuming and prone to human error

Engineering Contradiction:
Improveaccuracy of medical recordsVSAvoidtime for documentation
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent replaces manual mechanical documentation processes with automated speech recognition and natural language processing systems. The virtual assistant captures patient speech, converts it to text, and populates medical records automatically, eliminating manual typing and reducing errors while saving time.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables patients to document their own encounter information through speech interactions with the virtual assistant. Patients can describe their symptoms, conditions, and follow-up needs without requiring clinician or staff intervention for data entry, making the documentation process self-service oriented.

Inventive Principle:
Principle #25Self-service

2Productivity

If automated speech recognition is implemented, then documentation speed increases, but accuracy may decrease due to misinterpretation

Engineering Contradiction:
Improvedocumentation speedVSAvoidaccuracy of transcribed information
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The virtual assistant implements feedback loops where transcribed information is presented back to patients for verification and correction. The system can ask clarifying questions when speech recognition confidence is low, and allows patients to review and edit the transcribed encounter information before finalizing the medical record.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent introduces an intermediary layer between speech recognition and final documentation - the virtual assistant performs natural language understanding, context analysis, and semantic interpretation to bridge the gap between raw speech transcripts and structured medical record fields, improving accuracy while maintaining speed.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If virtual assistants are used for post-visit follow-up, then patient follow-up information collection improves, but system complexity increases

Engineering Contradiction:
Improvecompleteness of follow-up informationVSAvoidcomplexity of automation system
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The virtual assistant is designed as a multi-functional system that handles various post-visit tasks including scheduling follow-up appointments, sending reminders, collecting patient feedback, and updating medical records. This universal approach consolidates multiple functions into a single system rather than requiring separate systems for each task.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system performs preliminary actions by proactively reaching out to patients after visits with scheduled follow-up times and required information collection. The virtual assistant prepares and sends follow-up communications in advance, ensuring patients know what information to provide and when, improving completeness while automating the process.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentEP3665592B1Automated clinical documentation system and method
Publication Date: 2026.01.07 NUANCE COMMUNICATIONS INC
  • EP3665592B1 patent drawingFigure 1
  • EP3665592B1 patent drawingFigure 2
  • EP3665592B1 patent drawingFigure 3

AI summary

A method, computer program product, and computing system for automating a follow-up process is executed on a computing device and includes prompting a patient to provide encounter information via a virtual assistant during a post-visit portion of a patient encounter. Encounter information is obtained from the patient in response to the prompting by the virtual assistant.