✏️Add Manual Annotations

Insert extra documents or grouped records for complete medical analysis.

1. Open a case: From the Cases list, select the case.

   

2. Go to Medical Review: Qualification & Medical Review → Detailed View.

   

3. Choose a section: Expand the relevant section and Add entire section record or Add Field to add individual fields to a section.

   

4. Add references: Use Add Record (single item) or Add Group (batch related items).

   

Records vs Groups

• Record: One document or entry (e.g., “Clinic Note 2024-01-12”).

• Group: A collection (e.g., “Lab Panel 2023 Q4” with multiple records).

Tips

• Name consistently: Facility — Doc Type — Date.