What a note status means, who can approve canon and the rule every claim has to meet.
Note status vocabulary
One vocabulary on every note in every client’s knowledge base. A newer source that conflicts sends an approved note back to draft
StatusWhat it meansWho moves itWhat happens next
Draft
Where every note starts
Oracle or a member drafts it
A member reviews it against its sources
Reviewed
A member checked it against its sources
Any member on the client
An account lead approves it
Approved
Canon. Safe for apps and client guests to use
Account lead or super admin
Back to draft when a newer source conflicts
Who can approve canon
Apps draft and people approve. Nothing reaches a client until a lead signs off
Canon approver
Moves a note from reviewed to approved
Members can mark notes reviewed
Reviewed is a member step. Only a lead approves
Client guests see approved notes only
Locked on. Guests never see drafts or sources
Changes to approved notes are logged
Locked on. Every approval and every return to draft lands in the audit log
The claims rule
Healthcare claims need a source and a second pair of eyes before they reach a client
A registered source on every claim
Locked on. A claim without a source is held in the Review queue
Two reviewers for healthcare claims
A claim needs a second reviewer before approval
Phrases that always open a claim review
clinically provenguaranteed resultscuresFDA approveddoctor recommended
10-oracle-instructions/claims-compliance.mdOpen the Review queue