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.
