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Case Chat Best Practices

Note: Case Chat is AI and can make mistakes. Please review and verify any responses before relying on them.

What Case Chat is (and isn’t)

Case Chat lets you ask natural language about a single case's chronology and it's underlying medical records.

Case Chat can:

  • Answer questions grounded in the case records

  • Pull from the Narrative Summary, InPractice Chronology, and underlying medical records
  • Filter, search, and understand the records

Case Chat is not:

  • A substitute for legal/medical judgment

  • Perfectly reliable without verification (you should still confirm key facts in the source record)

  • A guarantee that every answer is complete—especially when the record is large or ambiguous

Best results start with good questions

The more specific you can be about what you're looking for, the better. Include context in your question.

  • Ask "please give me a list of injuries suffered due to the car crash" rather than simply saying "injuries"

  • Ask "give me a table of each provider seen, their specialty, number of visits, and the first and last dates they saw them" instead of saying "providers"
  • Ask "was there a gap in treatments seeing the physical therapist" rather than "gaps in treatment"