Ask context-aware questions grounded in the case record.
Open a case: From the Cases list, select the case.
Launch agent: Click AI Agent (top-right) to open the right pane.
Ask anything: The agent answers using the case’s documents/data with linked citations.
Refine/output: Regenerate or Copy responses as needed.
History: Review prior searches; search within, rename, archive, or delete threads.
Tips
Be specific: “Summarize MRI findings from 2022-03 with cites.”
Click citations to jump to sources.
Use separate threads for distinct questions to keep history clean.
Last updated 3 months ago
