Leveraging Sky AIs Intelligence: Case Notes Snapshot and Chat

Understand and utilize the powerful AI-generated summaries and interactive chat features for comprehensive case understanding at the case level.

Overview of the AI Sidebar Tabs (Case Notes, Snapshot, Chat)

Sky AI provides three powerful tabs within the case view: Case Notes, Snapshot, and Chat. These tabs leverage AI to provide summaries, structured data, and interactive question-answering capabilities, enabling a comprehensive understanding of each case.

Case Notes Tab

• Purpose: The Case Notes tab provides an AI-generated narrative summary of the entire case. It synthesizes information from all documents to provide a holistic overview.
• Key Components:
  • Overall Summary: A concise summary of the case.
  • Timeline: A chronological timeline of key events.
  • Breakdowns by Document Types/Themes: Detailed breakdowns organized by document type (e.g., AB Forms, Treatment Plans) or key themes.
• Understanding the "Conclusion": The Case Notes often include a "Conclusion" section, summarizing the overall findings and implications of the case.
• Mentions of "AMA Guides assessment": Pay attention to any mentions of "AMA Guides assessment" within the Case Notes, as this indicates the AI has identified information related to impairment ratings.

Snapshot Tab

• Purpose: The Snapshot tab presents structured, AI-extracted data points for each individual document/section within the case. This allows for quick access to key information without having to read through entire documents.
• Information Displayed: The information displayed varies depending on the document type, but may include:
  • Claim numbers
  • Policy numbers
  • Dates
  • Patient information
  • Financial details
  • Injury information
• How the Snapshot Differs from Case Notes: The Snapshot provides detailed data points from individual documents, while Case Notes provides a narrative summary of the entire case.

Chat Tab (Case-Level Interaction)

• Purpose: The Chat tab allows you to interactively ask questions about the entire case and all its documents. Sky AI will analyze the case and provide answers based on the available information.
• Using AI-Suggested Questions: The Chat tab often provides AI-suggested questions to help you get started and explore the case.
• Crafting Effective Free-Form Questions: You can also ask your own questions to get specific information. Be clear and concise in your questions to get the best results.
• Asking Follow-Up Questions: You can ask follow-up questions to clarify answers or explore related topics (e.g., "What document mentions that?").
• How Sky AI Links Answers Back to Specific Documents and Pages: Sky AI provides links to the specific documents and pages where the information was found, allowing you to easily verify the answers.
• Exporting Your Chat Transcript: You can export your chat transcript in various formats:
  • DOCX
  • PDF
  • Plain Text
  • Email