Note: Staple — a collection of individual pages from the same document that are grouped together to be handled and read as a single continuous record, rather than as separate loose sheets.

By the end of this tutorial, related pages in your case will be grouped into accurate, correctly ordered staples. You will know how to create a staple, fix the most common stapling mistakes, and confirm a staple is correct before moving on.

Out-of-order pages cost the reviewer time. Instead of moving straight into the work of the case, the reviewer has to first reconstruct the correct sequence. A missing staple carries its own risk — it can leave pages out of the case without anyone noticing. But the deeper risk is accuracy: a diagnosis may appear before the test that produced it, or a treatment outcome before the procedure that caused it.

The list below covers the most common problems with stapling. Each entry follows the same pattern: what you'll notice, why it likely happened, and how to fix it.

Problem: The pages appear out of order before you start stapling them.

Likely cause: The pages were added in a different order than the original document, so the upload order does not reflect the document's real order.

Example: A 40-page hospital admission record is scanned and uploaded, but pages were put into the scanner out of order — the discharge summary ends up on page 3, followed by several days of nursing notes, and then continues after nursing notes.

Fix:

1. Identify the correct order for the pages before you staple them.

3. Click Create staple.

4. Add to staple each page in the correct order.

5. Click Save.

6. Open the staple and read it from start to finish. Confirm the sequence is correct and it reads as one continuous document.

Problem: More pages than needed were added to a staple

Likely cause: A page from a different provider, visit, or time period was added to the staple by mistake.

Example: A reviewer is stapling together orthopedic records. While selecting pages in the document, they also grab a page from a completely different provider — a physical therapy note uploaded to the same document.

Fix:

1. Open the staple and identify the page that doesn't belong.

2. Click Edit staple.

3. Click In staple on the incorrect page to remove it from the staple.

4. Click Save.

5. Find the removed page in the document.

6. Identify the correct staple for the removed page, based on its provider, date, and content.

7. Open the correct staple and click Edit staple.

8. Click Add to staple on the removed page.

9. Click Save.

Problem: The staple reads with a gap, as if a page is missing

Likely cause: A page belonging to the document was left unstapled or was accidentally excluded while the staple was being built.

Example: When the reviewer reads the radiology report describing the imaging findings, it goes from "CT of the abdomen ordered" straight to the discharge instructions, with no report in between explaining what the CT actually showed.

Fix:

Problem: The staple contains two pages with identical content.

Likely cause: The same page was scanned or uploaded more than once, and both copies were added to the staple.

Example: A patient's MRI report gets uploaded to the case twice: once directly from the hospital's records department, and again a few weeks later when the same medical provider sends a "complete" set of records that includes the same MRI report that was already in the document. Both copies are in the same document, and when the imaging-related pages are stapled together, both versions may be added to the staple.

Note

Duplicate pages can make it look like a visit or treatment happened twice, leading to the wrong episodes and timeline being used in the case.

Fix:

Problem: A staple no longer appears in the workspace.

Likely cause: The staple was accidentally removed from the workspace.

Example: A reviewer is cleaning up their workspace, removing pages and staples. While clicking through several individual pages to remove them, they accidentally remove a staple they hadn't intended to touch. The staple isn't deleted from the case — it just disappears from the workspace view.

Fix:

1. Click Files.

2. Open the document that contained the missing staple.

3. Locate the staple among the document's pages. It remains listed there even though it is no longer visible in the workspace.

4. Click Add page to workspace on the staple to restore it immediately.

5. Click Workspace.

6. Confirm the restored staple is present in the workspace.

Your related pages are now grouped into accurate, correctly ordered staples — matching each provider's records into a single, logical document. This keeps your chronology accurate, speeds up validation of AI-generated statements against source pages, and saves reviewers from navigating fragmented pages during analysis.