MD.ai

Getting Started

Basic user guide for getting started with MD.ai Reporting

Launch reporting

Once integrated, you will launch reporting from your RIS/PACS.

Reporting UI

Learn about user roles

Site admin

Site admins can access the site admin settings to manage site and location configurations, including but not limited to:

  • viewing all reports
  • updating system templates and site clinical guidelines
  • setting the final report format
  • managing site users
  • creating prelim workflows
  • viewing site HL7 messages
  • checking site usage dashboard

User

Regular users do not have access to the site admin settings and can:

  • draft or sign reports
  • take over others' reports if they have access to the same studies from the worklist
  • view finalized reports signed by others if the same access is granted

Prelim user / prelim reviewer

Both site admins and regular users can be assigned as prelim reviewers or prelim users. Learn more about prelim workflows and user roles here.

AI key findings mode

Use the AI key findings mode to accelerate your reporting.

Dictate a set of key findings.

Click AI button or press Ctrl + G to let AI auto-select the best template, map the key findings to the template, compare with the selected prior report(s), and generate an impression.

You can also manually apply a template by using the voice command "Apply Template 1" (or any template number you want), or by clicking the "Apply Key Findings" button next to a template in the user interface.

Report templates

Review the draft structured report with highlighted key findings and choose to keep/undo.

Review apply key findings

Auto-compare prior findings

Automatic comparison of prior findings across existing prior reports is an optional feature. You can enable or disable it using the toggle switch:

Auto-compare prior findings

Track the progression of lesions or diseases over time. This feature allows you to monitor trends of key findings during the reporting process and automatically includes this information in your final report.

Disease tracking

Basic reporting mode

Templates

Start with a template: You can select a template manually from the list, use a voice command to apply one, or simply click the AI button to automatically insert the most appropriate template based on the current study information.

Toolbar templates button

Filtering your templates list

Toggle the clinical info filter on or off to view either all available templates or only those specifically suggested for your current active report.

Template list filters

Template types

  • My Templates: Personal templates that you can create and edit
  • System Templates: Templates available to all users that can only be modified by site administrators

Your templates will always be displayed first:

User templates

Navigate through the fields in a template using keyboard shortcuts:

  • Forward: Tab

  • Backward: Shift + Tab

Dictation

To start dictation within any bracketed field, click or (short) press Ctrl + S. Click or (short) press Ctrl + S again to stop recording.

Auto-generate impression

To auto-generate an impression based on the report body, click on the AI button AI button.

DICOM SR / AI results

MD.ai Reporting can receive measurements from DICOM SR files or AI outputs directly, pre-populate these measurements in a report, and map them to a template. Contact your PACS or RIS provider to get this feature configured properly.

DICOM SR workflow

Key images

To attach key images, simply drag and drop them into the report. There is a current limit of 1 GB per report.

Attach key images

Finalize report

Click the "Sign" button to finalize the report. There will be a period of time available to revert the report back to draft status.

Sign report

Manage templates

User templates

User templates User templates list

System templates

System templates are configured by site admins at the site level using the system configuration spreadsheet.

Each site is equipped with its own configuration spreadsheet, allowing site administrators to efficiently manage system templates. These templates are accessible to all users within the same site. Any modifications made in the spreadsheet are automatically reflected in the user interface when users reload the page after the changes have been saved.

System templates spreadsheet

Clinical guidelines

  • Method 1: View and select any available site guidelines you would like to apply to a report:
Clinical guidelines button
  • Method 2: If a clinical guideline is attached to a particular template, when you apply the template, the corresponding guideline will automatically be included in the report.

Manage clinical guidelines

Site clinical guidelines

These are configured by site admins only and are available for all users on the same site/location.

Site clinical guidelines

User clinical guidelines

These are configured by individual users and can be customized according to personal preferences.

User clinical guidelines User clinical guidelines list

Associating clinical guidelines to a template

Clinical guidelines can be associated with a template. See also the section on how to add user templates.

Clinical guidelines in template

Customize report sign workflow

The report sign workflow can be customized in User Settings, which can be accessed by clicking the button next to your profile picture in the top right corner.

Report sign settings

Billing codes generation

upon signing a report, ICD and CPT codes are automatically generated and saved under the final report. This can be turned off in user settings.

Billing codes generation

Addendum

After a report is finalized, it will no longer be editable. However, in the final report viewer, a button will appear that allows you to add an addendum.

Addend report button

Voice commands and keyboard shortcuts

To activate a voice command, long press and dictate to execute a voice command on release.

Voice commandsFunctionKeyboard shortcuts / UI buttons
Macro number #
ex: 'Macro number 1'
or
Select template [template name]
ex: 'Select template AP Chest'
To insert a templateClick Select Template button "Select Template" to insert a template
Apply number #
ex: 'Apply number 1'
To apply key findings to a selected templateClick Apply Key Findings button "Apply Key Findings" next to a template in the templates list
UndoUndo⌘/Ctrl + Z
RedoRedo⌘/Ctrl + Y
Cut ItCut the selected text
Copy ItCopy the selected text
Paste ItPaste
Select AllSelect all the text
Capitalize ItCapitalize the selected text
Bold ItBold the selected text
Underline ItUnderline selected text
Abracadabra / GenerateRun the AI buttonCtrl + G
Ctrl + Shift + Left
Sign ReportSign the reportCustom mapping is required

Note that there are also certain words or phrases, when spoken during dictation, that will insert punctuation or formatting. This is a non-exhaustive list:

SpeechTranscription
comma,
period.
colon:
new lineNew line
new paragraph / paragraphNew paragraph

Real-time sync

Real-time synchronization across devices can be activated via a QR code or 4-digit pin code.

Use your phone as a speech mic

Dictate on your phone and edit on a computer. Click on the QR code to enlarge the image, or scan the QR code with your phone.

Sync QR Sync devices

Edit reports from any workstation or remotely

Sync remote

Transfer report ownership

Enabling report ownership transfer allows for second opinion or transcriptionist workflows. For more advanced workflows requiring prelim reports, please see the prelim workflows section.

User A who drafts a report can simply close the report without signing it. The draft is automatically saved.

User B who has access to the same exams from the same worklist can take over the draft report to review or edit. For example:

Transfer report ownership

After User B is done reviewing, they can either sign the report or simply close the reporting window. All changes are saved in real-time for User A to review or sign.

Report share

If enabled, in addition to sharing report text back via HL7, you can generate a report share link to share reports with referring providers or patients.

Report share button Report share dialog

Philips speech microphone

We support the Philips SpeechMike SMP3700. See setup instructions.

Other user settings

User Settings can be accessed by clicking the button next to your profile picture in the top right corner.

User settings

App settings

  • App theme: light or dark mode

  • App language: change to your preferred UI language

  • Speech-to-text language: dictate reports in your preferred language

  • Chat: open chat panel to interact with HIPAA-compliant large language models (LLMs)

    Chat panel
  • Chat model: select a LLM to use in the chat panel (note: this does not affect the report AI models)

  • Report AI response mode:

    • Streaming - see the process of key findings mapping

    • Instant - only see the final results

Report sign

See the customize report sign workflow section above.

Access tokens

Access tokens are required for authentication when using the report generation API.

Site admin settings

Site reports

See all reports for a given site, including drafts and finalized reports.

Site reports

Site config

Allows site administrators to manage system templates and customize the final report format.

Site configuration

If your site has multiple locations, you may configure the report format and manage users separately for each location.

Site configuration locations

Site clinical guidelines

Here, site administrators can add clinical guidelines for a given site. These guidelines are available to all users on the same site/location.

Site users

Add and manage regular users. If you wish to add someone as a site administrator, please contact the MD.ai team.

Site users

Site prelim workflows

Can define advanced prelim workflows, such as with residents or transcriptionists.

Site prelim workflows

Site HL7 messages

View and manage HL7 messages and monitor their status.

Site HL7 messages

Site Usage

The "Site Usage" dashboard allows site administrators to track all users' activities by date or date range and download the data as a CSV file.

Site usage