# Upload the fact sheet as a record, then find missing providers

> How to check a mass tort claimant's providers against the file in Medrecords AI, using the fact sheet as a record, Q&A and the missing records list.

Canonical page: https://medrecords.ai/help/case-types/mass-tort/missing/

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New — **Missing Records Detection:** flags every visit, provider, and date missing from the file. [See how →](https://medrecords.ai/product/missing-records-identification/)
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MEDRECORDS AI HELP

## Upload the fact sheet as a record, then find missing providers

Medrecords AI has no plaintiff fact sheet feature. You can still use the fact sheet to find gaps. Upload it into the claimant's case as a record. Then ask Q&A which providers it names that have no records in the file. Check the missing records list too, and request what is still outstanding.

Last checked 2026-10-24 — ·Written by Ahmed Jemaa

**Help center contents26 articles**
Start here

- [Choose the right case type](https://medrecords.ai/help/tasks/choose-case-type/)
- [Which files can you upload?](https://medrecords.ai/help/tasks/file-types-limits/)
- [Confirm the case details, key date and focus](https://medrecords.ai/help/tasks/confirm-case/)
- [Fix a failed upload or a stuck case](https://medrecords.ai/help/tasks/troubleshooting/)

Work with the records

- [Read the medical chronology](https://medrecords.ai/help/tasks/chronology/)
- [Check any fact against its source page](https://medrecords.ai/help/tasks/verify-source/)
- [Search your records with exact text or keywords](https://medrecords.ai/help/tasks/search/)
- [Filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/)
- [Add flags, highlights and notes to records](https://medrecords.ai/help/tasks/annotations/)
- [How duplicate pages are found and removed](https://medrecords.ai/help/tasks/deduplication/)
- [Work through the missing records list](https://medrecords.ai/help/tasks/missing-records/)
- [Add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/)

Write and share

- [Edit the chronological narrative](https://medrecords.ai/help/tasks/narrative/)
- [Create a report in Report Studio](https://medrecords.ai/help/tasks/report-studio/)
- [Set up report templates](https://medrecords.ai/help/tasks/templates/)
- [Export your work](https://medrecords.ai/help/tasks/export/)

Account and trust

- [Set your role](https://medrecords.ai/help/tasks/roles/)
- [Is Medrecords AI HIPAA compliant, and who can see my cases?](https://medrecords.ai/help/tasks/security-hipaa/)
- [How accurate is Medrecords AI, and what are its limits?](https://medrecords.ai/help/tasks/accuracy-limits/)
- [Glossary of terms](https://medrecords.ai/help/glossary/)

Case type playbooks

- [Work a birth injury case](https://medrecords.ai/help/case-types/birth-injury/)
- [Work a nursing home neglect case](https://medrecords.ai/help/case-types/nursing-home/)
- [Work a VA disability case](https://medrecords.ai/help/case-types/va-disability/)
- [Work a mass tort case](https://medrecords.ai/help/case-types/mass-tort/)
- [Work a medical malpractice case](https://medrecords.ai/help/case-types/medical-malpractice/)
- [Work a personal injury or car crash case](https://medrecords.ai/help/case-types/personal-injury/)

[See every topic on the help center home](https://medrecords.ai/help/)

### Why this takes a few steps

A plaintiff fact sheet is the form a claimant fills in for the court. It lists doctors, pharmacies and hospitals. The app does not read it as a form or check it field by field. It reads it like any other page. So the work of comparing it to the file is yours, with the app's help.

### Upload the fact sheet

1. Open the claimant's case.
2. On the **Files** card, press **Add files** .
3. Add the fact sheet as a PDF.
4. Press **Upload** .

You pay 1 credit per page, as for any record. The confirm window opens again after the upload. Your earlier answers are kept. See [add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/).

### Ask which providers have no records

Open the **Q&A** pane on the case. Type in the box that says "Ask about this case". Try questions like these:

- "List every provider, pharmacy and hospital named in the fact sheet."
- "Which of those providers have no records in this file?"
- "Which records cover the exposure period, and which months have none?"

Each answer carries numbered citations. Click a citation to open the page. Check each name against the **Provider** and **Facility** filters on the **Records** tab. See [filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/).

### Use the missing records list

The missing records list shows records that your documents mention but that are not in the file. A lab result that was ordered but never arrived is a common example.

1. Open the list from the **Needs attention** card on the Overview.
2. Use the **Type** menu or **Search references** to narrow it.
3. Answer **Yes, this is it** or **Not a match** on each possible match.
4. Use **Dismiss as** for items you do not need. Nothing is deleted.

The list only finds records that another record mentions. If no record refers to a provider, the list cannot know about it. That is why the fact sheet check above matters. See [work through the missing records list](https://medrecords.ai/help/tasks/missing-records/).

### Request the records

- Press **Request from provider** on 1 item, or **Request all from provider** for a group.
- The app opens your own email program with a drafted request. It does not send anything for you.
- Press **Export** to download the list as an Excel file. This costs no credits.

For providers you found through Q&A but that are not on the list, write the request yourself.

### Keep the case up to date

When new records arrive, add them to the same case. Then check the list again. Items the app matches move to the **Located** tab.

For a written gap summary, you can also make a **Missing Records & Gap Analysis** report. See [which report to write](https://medrecords.ai/help/case-types/mass-tort/reports/).

Read more about [product liability causation review](https://medrecords.ai/solutions/product-liability-medical-causation-review/).

Medrecords AI organizes and cites the records. Its output is not a medical or legal opinion and does not replace your expert.

### Related help

- [Mass tort playbook home](https://medrecords.ai/help/case-types/mass-tort/)
- [Find proof of use in the records](https://medrecords.ai/help/case-types/mass-tort/records/)
- [Work through the missing records list](https://medrecords.ai/help/tasks/missing-records/)
- [Mass tort questions and answers](https://medrecords.ai/help/case-types/mass-tort/faq/)

Facts checked against the Medrecords AI app code on 2026-10-24.

### Try it on a real file

Upload a case and see the page count and cost before you confirm.

[Book a demo](https://medrecords.ai/demo/)
