Deep Dive Interpreting Case Notes and Snapshots

Understand the nuances of the AI-generated Case Notes and Snapshot tabs to quickly grasp case summaries and extract key data points.

Case Notes Tab

  • What it is: The Case Notes tab provides an AI-generated narrative summary of the entire case or a selected document. Think of it as a concise, intelligent overview created for quick understanding.
  • Understanding the Summary: The Case Notes present information in a structured way, often grouping details by document type or relevant themes (e.g., "Treatment Plans," "Medical History"). This organization helps you quickly locate specific information within the case.

Snapshot Tab

  • What it is: The Snapshot tab presents AI-extracted, structured data points from your documents. This allows for rapid access to key information without needing to read through entire documents.
  • Common Data Extracted: Expect to find data such as claim numbers, policy numbers, dates, names, financial figures, medical terms, and injury details.
  • How to Use the Snapshot: Use the Snapshot for quick data verification, efficient data extraction, and populating other systems with key information.

Case Notes vs. Snapshot

The key difference lies in the presentation of information. Case Notes offer a narrative summary, providing context and relationships between data points. Snapshot, on the other hand, provides structured data points in isolation, ideal for quick lookups and data validation.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us