Where to Find Medical Chronology Tool
Select a case from the Viewing Case dropdown menu
In the Case Navigation panel, select Medical Chronology
The Medical Chronology workspace will open with configurable options and document selection tools.
Step-by-Step: How to Generate a Medical Chronology
1. Review Your Case Information
Your case information appears in the left panel. Confirm that all case details are accurate before generating your chronology. Incorrect data may affect your final document.
2. Choose Your Chronology Template
Select a Medical Chronology template from the template dropdown.
Your final chronology will follow the structure of the selected template.
If the generated chronology does not match your expected format, review your template. The AI follows the template exactly as written.
Tip: For best results, Create a Custom Template that matches your preferred formatting style and firm standards.
3. Choose Whether to Include Citations
You can choose to generate the chronology:
With citations
Without citations
Citations provide supporting source references depending on how your template is designed.
If you want to include citations later, you may regenerate the chronology at any time.
4. Select the Documents to Use
All uploaded files appear in the Documents panel. You may:
Select all files
Filter for medical records only
Choose documents individually
Upload new medical records, bills, notes, or other relevant files.
Only selected documents will be analyzed and referenced in your chronology.
5. Generate the Medical Chronology
Click Generate Medical Chronology
The system will begin processing your selected files and building an organized medical timeline. You may continue working elsewhere in the platform while the Medical Chronology is processing.
6. Processing Time
Medical Chronology generation may take up to 30 minutes or more, depending on:
The number of case files selected
Total page count
Complexity of the records
Whether citations are included
You may continue using the platform while the chronology is processing.
After Your Medical Chronology Is Generated
Once the chronology is complete, it will open in the right-hand editor where you can fully revise and finalize the document.
Editing Your Chronology
The editor provides a full document editing tools, including:
Text formatting
Styling and layout options
Insert tools for tables or structured elements
Full screen, print, save, and export options
You may:
Revise timeline entries
Add missing details
Reorder events
Insert additional notes
Expand or clarify medical descriptions
Each saved version remains available for reference.
Downloading and Saving
When the chronology is ready, you may:
Save the document
Download as PDF
Download as Word
Download as a full packet with supporting documents
Save a version for future reference
These options appear in the top menu and the dropdown on the left side of the editor.
Summary
The Medical Chronology tool converts your selected records into an organized medical timeline suitable for litigation, demand letters, negotiations, and case reviews. By verifying case details, selecting appropriate documents, choosing the right template, and using the built in editing tools, you can create a polished and reliable chronology quickly and efficiently.
Need Help?
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