🧠Smart Annotations

Extract and file key snippets from documents straight into the review.

  1. Open a case → Qualification & Medical Review → Detailed View.

  2. Open a document: In the viewer, click Draw Annotation and drag a box over the target text/area.

  3. Extract text: Click Extract Text (enabled after drawing) to capture the text; Copy or Download if needed.

  4. Auto-classify: Click Analyze for Reference to propose the best Medical Review section, field name, and medical findings.

  5. Confirm: Adjust as needed, then Add as Entry. The entry and annotation box are saved to the Medical Review.

Tips

  • Use multiple boxes for multi-part findings; run analysis per box.

  • If confidence is low, the agent highlights fields—double-check before saving.

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