Understanding Case Notes, Snapshot, and Chat in Sky AI

Sky AI provides three primary sections—Summary, Snapshot, and Chat—to interact with your case data effectively. Here’s a breakdown of each section

1. Case Notes

The Case Notes section offers a condensed overview of the case documents and key insights. It helps users quickly understand the most important aspects of a case without going through each document in detail.

Key Features:

  • Automated Highlights: Displays essential information such as name, dates, insurance details, and critical findings.
  • Export Case Notes: Generate and download summaries as a PDF or other formats.
  • Navigation: Quickly access categorized case data for further review.

Action Buttons:

  • Export: Export the summarized content for external sharing or storage.
  • Filter: Apply filters to refine the displayed content based on specific parameters.

When to Use:

Use the Summary section when you need a quick understanding of the case or wish to generate reports for external stakeholders.

2. Snapshot

The Snapshot section provides a visual representation or snapshot of the document data. It is designed for users who want to view specific sections or interact with the document directly.

Key Features:

  • Document Viewer: Displays a detailed preview of selected documents.
  • Categorized Data: Quickly navigate through grouped categories such as clinical records, consultation reports, and more.
  • Quick Search: Find specific details in a single document.

Action Buttons:

  • Expand/Collapse Categories: Organize data for a cleaner view.
  • Edit: Make quick updates to document metadata.
  • Export: Export specific documents or categories.

When to Use:

Use the Snapshot section to deep dive into individual documents or specific categories without navigating the entire case.

3. Chat

The Chat section is an AI-powered assistant to interact with your case dynamically. It allows users to ask questions, get summaries, or explore case-specific insights through natural language.

Key Features:

  • Ask Questions: Use the assistant to ask complex or direct questions about the case.
  • Real-Time Interaction: Receive immediate answers, summaries, or suggestions.
  • Data Exploration: Explore trends, diagnoses, or treatments mentioned in the case.

Action Buttons:

  • Ask Questions: Type or select predefined questions for immediate insights.
  • Suggest Edits: Make corrections to AI-generated responses for refinement.

When to Use:

Use the Chat section to interact dynamically with your case data. It is ideal for finding specific information or exploring case narratives without manually searching through documents.

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