Note IQ (AI Clinical Review) – Notenetic, LLC

Note: Note IQ is currently in limited beta.
If your clinic is interested in early access, please contact po@notenetic.com to have the feature enabled.

What Is Note IQ?

Note IQ is an AI-powered clinical review tool that evaluates documentation to support quality, compliance, and audit readiness.

Each document is analyzed and scored across key clinical standards, with actionable feedback to help improve documentation before submission, approval, or billing.

What You’ll Need

Feature enabled by Notenetic (beta access required)
Access to Document Settings
Access to Document Templates

How to Enable Note IQ

Step 1: Enable at the Clinic Level

Navigate to More
Select Settings
Open Document Settings
Toggle on Enable AI Clinical Review

Step 2: Enable on Document Templates

Navigate to More
Select Document Templates
Locate the template you want to use
Select the Settings (gear icon)
Toggle on Enable AI Clinical Review

Note IQ will only review documents created from templates where this setting is enabled.

How Note IQ Works

Once enabled, Note IQ automatically reviews documentation after submission.

Each document receives:

Overall Score Based On

Completeness
Coherence
Medical Necessity
Professional Standards

Score Ranges

Good (≥ 75) – Meets expected documentation standards
Fair (50–74) – May require minor improvements
Needs Improvement (< 50) – Significant issues may be present

Feedback Categories

Critical – Issues that should be addressed before approval or billing
Warning – Areas that may impact quality or compliance
Suggestion (Info) – Opportunities to improve clarity or detail

AI Output Includes

An overall score
A detailed assessment summary
Findings and recommendations
A breakdown of issues by severity

Where to View Note IQ Results

Note IQ results are available in multiple areas:

1. Within the Document

A Note IQ panel appears on the right side
Displays:
- Overall score
- Category scores
- Assessment
- Findings and recommendations

2. Documents List View

Reviewed documents display a Note IQ score
Hovering over the score shows:
- Visual score indicator
- Summary of findings

This allows staff to quickly identify documents that may need attention.

3. Notifications Panel

Users receive real-time notifications when reviews are completed
Notifications include:
- Document reference
- Review completion status
- Category scores

For Clinicians (Submitting Documentation)

After submitting documentation, the note is automatically reviewed
Once complete, clinicians will receive:
- A popup notification (upper right)
- A message in their Message Center
Results can be viewed:
- In the document
- From the Message Center
- From the Documents list

For Document Reviewers

Reviewers can send batches of documents for AI review
As reviews complete, they will receive:
- Live notifications
- Messages in the Message Center
A new “Note IQ” tab is available in Documents
- Displays all reviewed documents

Using Note IQ in Your Workflow

Prioritize low-scoring documents first
Address critical findings before approval or billing
Use warnings and suggestions to improve overall documentation quality
Use the Documents list view to quickly identify documents needing attention

Do I Need to Fix Note IQ Findings?

Note IQ is a support tool and does not automatically block submission.

Documents may still be submitted unless otherwise configured
However, it is strongly recommended to:
- Address critical issues
- Review findings before billing or approval

Clinics may establish internal policies for how Note IQ results are used.

Why Wasn’t My Document Reviewed?

If a document was not reviewed, check the following:

1. Feature Not Enabled

Note IQ must be enabled in Document Settings

2. Template Not Enabled

The document template must have Enable AI Clinical Review turned on

3. Document Not Submitted

Only submitted documents are reviewed
Drafts are not included

4. Processing In Progress

Reviews may take a short time to complete
Notifications will appear once finished

5. Beta Limitations

Some document types or configurations may not be included in the current beta

Still Not Seeing a Review?

Refresh the page
Check your Message Center
Confirm settings with your Super Admin
Contact support if needed

Important Notes

Note IQ is a support tool and does not replace clinical judgment
Only documents created from enabled templates will be reviewed
Review timing may vary depending on system processing