Use Library Health, Library Review, and Approval & Backup to inspect a patient-independent library and record what still needs attention. Repertoire organizes this work; it does not approve content for you.

Built-in and imported content is a starting point, not clinical advice or a recommendation. A qualified reviewer and the appropriate organization must formally review and approve the content before use. Do not enter PHI in Templates, Building Blocks, review notes, or report fields.

1. Export a starting checkpoint

Open Menu → Approval & Backup, then choose Export workspace. Keep the file somewhere governed by your organization’s normal storage and access rules.

Workspace exports should contain only patient-independent reusable content. Active writing is not included.

2. Open Library Health

Choose Menu → Library Health. Review:

  • items that are not reviewed, need work, or require re-review
  • open review notes
  • recognition conflicts or unusually short aliases
  • linked Building Blocks with available updates
  • old review records that refer to removed content

Choose Open in Review on a finding when you want to inspect the related item directly.

The approved & current percentage measures review progress against the current library fingerprint. It is not a clinical-quality score.

3. Review the highest-priority items

Open a status card or choose Continue review. A practical order is:

  1. Re-review required
  2. Needs work
  3. Not reviewed
  4. Approved items you want to spot-check

Use search and filters to work in small batches.

4. Inspect each Template

For each Template:

  1. Read every default, option, narrative, reminder, and recognition alias.
  2. Try the combinations that matter to your intended workflow.
  3. Read Exact output.
  4. Open linked Building Blocks and review their shared wording.
  5. Choose Edit in Studio when changes are needed.
  6. Return to Library Review after editing.

A meaningful edit changes the content fingerprint and requests re-review.

5. Inspect each Building Block

Switch Library Review to Building Blocks. Confirm that each item:

  • has one clear purpose
  • reads correctly for every choice
  • uses intentional defaults
  • remains patient-independent
  • is appropriate for every linked Template

If one future change should not affect every linked use, detach the section or create separate content.

6. Record the review result

Choose Approve & next only after reviewing the current content. Choose Needs work & next when follow-up remains.

Use review notes for generic tasks such as wording to revise, an owner to consult, or an option to add. Never include patient examples or PHI.

7. Recheck Library Health

Return to Library Health and confirm that every remaining finding is understood. Resolve it, assign a follow-up, or document why it is intentional.

Use Local Usage as review evidence

Open Local Usage inside Library Health to see browser-local counts for Template and Building Block insertions, maintained-choice use, defaults retained or overridden, generated content removed before copy, explicit copies, and deliberate copies despite a required-field warning.

Treat findings such as “never used” or “default commonly overridden” as prompts, not conclusions about clinical quality. Repertoire waits for a useful sample before describing a pattern. A rare workflow may still belong; a frequently overridden default may need revision; commonly removed wording may be too broad or better expressed as a choice.

The counters contain stable library IDs and totals only—not note text, field values, Repertoire Lines, patient information, dates of care, or session IDs. They stay in browser storage and are excluded from shared library packages. Choose Reset local usage when you intentionally want a new observation period; this does not change Templates or the current note.

8. Create an approval checkpoint

Open Approval & Backup. Enter the checkpoint label, reviewer name or role, scope, and decision. Confirm the no-PHI statement, then copy or download the Markdown report.

The report records local review evidence for one exact library fingerprint. It does not prove clinical correctness or replace clinical, privacy, security, legal, IT, or organizational approval.

For a readable inventory beside an export, choose Printable library index. The compact version lists the library at a glance; the detailed version adds aliases, sections, choices, defaults, required fields, links, and review state. It excludes the active note and notepad wording.

After meaningful changes, repeat the review and create a new report and workspace backup.

To revise content, continue with How to Customize and Reuse Clinical Note Templates. For the product’s data boundary, read Repertoire, HIPAA, and PHI.