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Using the AI File Summary Feature

This article outlines the steps to utilize the AI File Summary feature for summarizing PDF documents uploaded to a patient's profile.  Key...

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Written by Dan Healey

This article outlines the steps to utilize the AI File Summary feature for summarizing PDF documents uploaded to a patient's profile.

Key Steps

1. Uploading a PDF File 0:35

  • Navigate to a Patient Profile, then to the Files submenu.

  • Click on Upload to upload a file.

  • Choose the exam PDF you wish to upload and confirm the upload.

2. Viewing the Summary 0:59

  • Wait for the file to refresh after uploading.

  • Once processed, hover over the summary to view a one-to-two sentence overview of the PDF.

  • Click the AI button to uncover additional insights and extend the findings.

3. Reviewing Insights on a Patient Exam 1:39

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  • Open a patient exam side panel.

  • Select Patient Details > Files.

  • You can see both the short summary and the additional insights provided by AI.

Link to Video

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