✏️Add Manual Annotations
Insert extra documents or grouped records for complete medical analysis.
Open a case: From the Cases list, select the case.

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

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

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.
Last updated