The Medical Chronology Workspace is where you configure how your chronology is built—from selecting a document template to determining which medical records are used to generate the content. Fine-tuning these settings ensures your AI-generated chronology is both accurate and aligned with your preferred structure.
The Workspace consists of two tabs:
1. Workspace Settings
This tab contains the primary tools for controlling document generation.
Template Selection
Start by selecting a template that defines the formatting, tone, and layout of your Medical Chronology. Templates ensure consistency across documents and help align with firm-specific standards.
Want more flexibility? Learn how to create a custom Medical Chronology template →
Document Selection
Choose which uploaded documents the AI should analyze and include in the chronology. These might include:
Treatment records
Medical billing summaries
Provider notes
Diagnostic reports
Only the documents you select here will be used as source material during generation. The AI will also cite and reference these materials where applicable.
💡 Tip: You can upload new documents or tag existing ones from the Case Documents page before returning to the Workspace.
2. Citations & References
This tab displays the citations and references identified during document generation. These references are drawn directly from your selected documents and used to support the medical events outlined in the chronology.
Each citation is:
Linked to its source (when applicable)
Contextually relevant to the entries in the timeline
Verified for accuracy to ensure professional integrity
You can review all references here before finalizing or exporting the chronology.
Summary
The Medical Chronology Workspace gives you full control over how your document is generated. From choosing the right format to ensuring accurate sourcing, it’s the foundation of a reliable, court-ready medical timeline.
To get started, open any active case and navigate to:
Case Navigation → Medical Chronology → Workspace Tab
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