Tutorial ID | T-13 |
Section | Evidence Processing |
Title | Searching for Information Across Your Case |
Subtitle | Choose the right tool — Search, AI Chat, or Files — to find information quickly and accurately. |
Before You Begin
You have uploaded documents to your case.
You know generally what you're looking for — a name, date, or diagnosis.
Info Case Chronology offers three ways to find information: Search for exact keywords, names, or dates; AI Chat for broader questions that draw from multiple documents; and manual review through Files when precision and certainty matter most, such as final validation.
Choosing the right one — or combining them — saves time and reduces the risk of missing something relevant. |
What You Will Accomplish
By the end of this tutorial, you will know which tool — Search, AI Chat, or manual review through Files — fits a given task, and how to use each one effectively. You will be able to find specific information in your case quickly, without scrolling through irrelevant results.
Why Does this Tutorial Matter
Every case, at some point, requires finding specific facts quickly, and the tool you use determines whether that takes seconds or costs you minutes of scrolling. Choosing the wrong method — or relying on only one when a combination would work better — doesn't just slow you down; it raises the real risk that something relevant gets missed entirely. Every minute saved finding information is a minute available for the judgment work that actually matters in the case.
What to Do if Something Goes Wrong
Problem: The search returns far more results than you can realistically scan.
Likely cause: A common term, a partial name, or a word that appears in many different contexts returns too many pages to check.
Example: A search for "pain" alone returns ~228 pages of possible matches. Adding a more specific term, such as "thoracic," narrows the same search to about 10 pages — a manageable number to review.
Fix:
Replace the broad term with a more specific one — a full name, an exact diagnosis, or a precise date.
Use the Documents or Pages filters to narrow the search to the relevant part of the case.
Add a Date or Chronology date if one is known or can be estimated.
If the search still returns too many results, add another keyword to narrow it further.
Problem: You see yourself browsing a document page by page instead of trying Search or AI Chat first.
Likely cause: Manual review through Files is the slowest of the three methods, and using it as a default wastes the time Search or AI Chat could save.
Example: You need to find whether a specific lab value was ever documented. Instead of using Search or AI Chat, you open a 300-page document and start scrolling from page 1, checking each page for lab results. Using Search for the lab test name would have surfaced the matching pages in seconds.
Fix:
Before browsing a document manually, try Search with any specific term you have.
If Search returns nothing relevant, try AI Chat before resorting to manual review.
Reserve manual review for a final validation pass.
When manual review is necessary, use the Collection, Types, Labels, Authors, Tags, and Colors filters to narrow the batch first.
Problem: You use AI Chat to confirm one exact fact, and it takes longer than a quick search would have.
Likely cause: Writing a prompt and waiting for AI Chat to generate an answer takes longer than scanning Search results for something Search can confirm directly.
Example: You need to confirm whether the patient was prescribed a specific medication. Asking AI Chat to summarize the patient's medications takes longer than searching for the medication name directly.
Fix:
Try Search with a specific keyword first.
If Search doesn't return a helpful result, use AI Chat instead.
Open the source page AI Chat cites and confirm it supports the answer before relying on it.
Problem: The search returns no results, even though you're sure the information exists in the case.
Likely cause: Medical records often use a generic name, a brand name, an abbreviation, or a different phrase for the same condition, procedure, or medication.
Example: You search "Tylenol" and get no results, but the record lists the medication by its generic name, "Acetaminophen." Or you search "hypertension" and get no results, but the chart documents the condition as "HTN".
Fix:
Consider whether the information might be recorded under different terminology.
Search again using the alternative term.
Use AI Chat to ask a broader question if you're unsure what alternative terms to try.
If different terms return different results, review them together to build a complete picture.