Walkthrough Transcript
Walkthrough Transcript
In this walkthrough, we'll show you how to generate a complete medical chronology in ProPlaintiff — and we'll show you two ways to do it.
Start by selecting your case from the drop-down menu at the top. In this example, we'll choose John Smith v. Great Store.
Then, in the Case Navigation, click Medical Chronology to open the workspace.
Before generating, take a moment to confirm your case details are accurate. This is where the AI pulls its information from. If you need to adjust any client information, simply navigate back to the Case Overview page and make your changes there.
Next, choose a template from the dropdown. This controls the format and structure of your final document.
For the best results, we recommend building a custom template that matches your firm's unique style. Visit our help center or YouTube channel to find out how to use the template feature.
You can choose to include citations. We recommend keeping citations on, as they link back to every document referenced in the medical chronology.
Now, you'll select the records you want the AI to work from. You can filter for medical records only, select everything at once, or choose files individually. You can also upload new records right here if needed.
Lastly, click "generate medical chronology."
ProPlaintiff will begin processing your selected files and building the timeline. Depending on the size and complexity of your records, this can take up to ten minutes or more.
The good news, you don't have to wait. You can keep working anywhere else in the platform while this process runs in the background.
Alternatively, you can start your medical chronology using Tiff, the built-in AI paralegal.
Here's how it works. Open Tiff and type in your prompt. Use @mentions to give her everything she needs upfront.
A thorough prompt looks something like this:
We designated what case we're working in. what tools we want Tiff to use. as well as the relevant documents. and treatment timeframe.
The more detail you give Tiff, the faster they can generate our Chronology. If your prompt is lighter on specifics, no worries — Tiff will just ask you a few follow-up questions before getting started.
It's important to note: In order to reference specific documents, you'll need to make sure they are indexed into your AI-operating system. You can do this by navigating to Case files, selecting documents, and clicking "index documents." Now Tiff has everything it needs to know about your case.
Once the medical chronology processing has completed, the result lands here in the editor.
You can revise timeline entries, reorder events, add notes, adjust formatting, or expand any medical description
Check the Citations and References tab to review every source the AI pulled from.
And Tiff is available right here in the editor too — so if you want a second set of eyes on the document, just ask her. Something like "Does this chronology cover all treatment dates?" or "Flag anything that looks inconsistent." She'll review it and provide a response.
When you're done, head to the export menu.
Download as a PDF, a Word doc, or a full packet with all supporting documents — ready for litigation, demand letters, negotiations, or case review.
You can also save a version at any point to keep a history of your edits.
And that's the Medical Chronology Generator — two ways to build it. With Tiff there every step of the way.
Check out the rest of our tutorials to get the most out of ProPlaintiff. If you need any additional assistance, book a demo with us, at proplaintiff.ai/contact