Overview

When the assessors have completed their job, the remaining data is tagged as “Review Required.” The review manager filters and batches out documents for review, where the review team completes the data mining and data entry cycle. The Review phase supports both AI-powered Auto Review and Manual Review workflows, along with quality assurance.

There are five activities of the Review Phase:

These are the workflows the Canopy App provides to support the Review Phase:

Activity Name	Description	How Tos
Review Phases	Create and manage review phases to organize documents for Auto Review or Manual Review, including QA workflows.	Create a review phase · View review phases and batches · Check out/in batches · Unassign batches · Add documents to a review phase · Remove documents from a review phase · Split a review phase · Delete a review phase
Batching	Create batch sets of documents for distribution to reviewers with support for strict and alternative workflows.	Create batch sets · Tag documents for alt workflow · View batches · Check out/in batches · Unassign batches · Split batches · Remove documents from batches · Delete batches
Auto Review	Canopy’s Agentic AI for data-mining reviews, replacing first-level human review with automated PII/PHI extraction.	Add a custom field · Create an entity layout · Add entity qualifying rules · Create a new Auto Review phase · Find skipped documents · Add documents to an existing phase · Remove documents from a phase · Start the Auto Review · Access Auto Reviewed documents · Access confidence levels · Batch for QA
Document Review	Navigate detected PII elements, use data entry assistance features, and manage entities during document review.	Show/hide PII highlighting · Tab through detected PII · Delete a single entity · Delete all entities on a document · Delete all entities on a sheet · Use autocomplete · Use entity field suggestion
Bulk Mapping	Import entity data from structured spreadsheets and map it directly with documents in Canopy using one-to-one or one-to-many mapping methods.	Bulk mapping methods · Configure spreadsheet data · Execute bulk mapping · Access bulk mapped documents