Upload Medical Records

Overview

• Uploading medical records to a new case
• Adding records to an existing case

▶️ Video Tutorial

Upload Records to a New Case

1. Click “New Case”

   • From the Cases page, click New Case.

2. Enter Case Details

   • Enter a Case Name.

   • (Optional) Add details about the case to help guide the narrative summary.

3. Upload Your Records

   • Drag and drop PDF files, or click to select them.

   • You can upload multiple files at once.

4. Submit for Processing

   • Click Submit.

   • Processing takes ~2–3 seconds per page.

     • Example: 500 pages ≈ 20 minutes.

5. Wait for Notification

   • You’ll get an email when processing is complete.

   • You don’t need to keep the page open while waiting.

Upload Additional Records to an Existing Case

1. Go to the Case

   • From the Cases page, locate your case.

2. Open the Case Menu

   • Click the ⋮ (three-dot menu) and select Edit.

3. Upload Additional Records

   • Drag and drop or select more PDF files.

4. Submit for Processing

   • Click Submit.

   • Once complete, the new records will be added to the chronology, and a fresh narrative summary will be generated.

Common Questions

Q: What file formats are supported?
A: PDF files only. If you have records in another format (e.g. images, TIFF), convert them to PDF first.

Q: How big can uploads be?
A: You can upload thousands of pages at once, but larger uploads (1,000+ pages) may take longer. See Best Practices for Large Uploads.

Q: Can I upload additional records later?
A: Yes. You can add records to an existing case at any time, and they will be incorporated into the chronology.