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Generating a Medical Chronology

The Medical Chronology tool converts your selected medical documents into a structured, chronological timeline using AI. This guide explains how to configure your settings, select documents, generate your chronology, edit and download the completed file.

Medical Chronology Full Walk-Through

Medical Chronology Transcript

In this walkthrough, you’ll learn how to generate a complete medical chronology in ProPlaintiff using two different methods. To begin, select your case from the dropdown menu at the top—for example, John Smith versus Great Store—and navigate to the medical chronology workspace from the case navigation panel. Before generating the document, confirm that your case details are accurate, as the AI relies on this information. If any updates are needed, return to the case overview page to make adjustments.

Next, choose a template from the dropdown menu to define the format and structure of your chronology. For optimal results, it’s recommended to create a custom template tailored to your firm’s style. You’ll also have the option to include citations, which is highly recommended since they link each entry back to the original source documents. After that, select the records you want the AI to analyze—either by filtering for medical records or choosing specific files. You can also upload additional records if necessary. Once everything is set, click “generate medical chronology.” The system will begin processing your files and building a timeline, which may take up to ten minutes or longer depending on the volume and complexity of the records. This process runs in the background, allowing you to continue working elsewhere in the platform.

Alternatively, you can generate a medical chronology using TIFF, the built-in AI paralegal. Simply open TIFF and enter a prompt, using @mentions to specify the case, relevant documents, tools, and treatment timeframe. The more detailed your prompt, the faster and more accurately TIFF can produce the chronology. If your prompt lacks detail, TIFF will ask follow-up questions before proceeding. To reference specific documents, ensure they are indexed in the system by navigating to case files, selecting documents, and clicking “index documents.”

Once the chronology is complete, it will appear in the editor, where you can review and refine the content. You can edit timeline entries, reorder events, add notes, adjust formatting, and expand medical descriptions. The citations and references tab allows you to verify all source material used by the AI. TIFF is also accessible within the editor, enabling you to request feedback or validation, such as checking for missing treatment dates or inconsistencies.

When you’re satisfied with the final document, you can export it as a complete packet with all supporting files or save a version to maintain a history of your edits. With these tools, ProPlaintiff makes it easy to generate accurate, detailed medical chronologies, with TIFF assisting you every step of the way.

Where to Find Medical Chronology Tool

  1. Select a case from the Viewing Case dropdown menu

  2. In the Case Navigation panel, select Medical Chronology

  3. 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 10 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?

👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough

If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!

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