# Check whether the MDS, care plans and flowsheets are all there

> How to use the missing records list, filters and search in Medrecords AI to find gaps in a nursing home production, month by month.

Canonical page: https://medrecords.ai/help/case-types/nursing-home/missing/

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MEDRECORDS AI HELP

## Check whether the MDS, care plans and flowsheets are all there

Medrecords AI lists records that other records mention but that are not in the file. That catches many gaps, such as a hospital stay with no records. It cannot know about a flowsheet month that nothing mentions. So you also check each record type against the admission period yourself, using filters and search. Here is how.

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/)

### Start with the missing records list

The list opens on its own the first time a finished case has missing items. You can also open it from the **Needs attention** card on the Overview.

1. Look at the **Outstanding** tab. Items are grouped by provider.
2. Use the **Type** menu to narrow it. **Ordered** shows items that were ordered with no result on file, such as a lab or an X-ray.
3. For "Possible match found", answer **Yes, this is it** or **Not a match** .
4. Use **Request from provider** to draft a request. The app opens your own email program. It does not send anything for you.
5. Press **Export** for an Excel copy.

The list costs no credits. See [work through the missing records list](https://medrecords.ai/help/tasks/missing-records/).

### Why you also check by hand

The list only finds records that another record points to. A nurse note might say "see wound care sheet". That reference goes on the list if the sheet is missing. But if the April flowsheets are missing and nothing points to them, the app has no way to know. Nursing home productions often have gaps like this.

### Check each record type month by month

Use the Records tab to see what you have for each month of the stay.

1. Open the **Records** tab and the **Documents Index** .
2. Open the filter panel. Set **Date From** and **Date To** to 1 month of the stay.
3. Set **Group By** to category. Scan the record titles under each heading.
4. Use search to confirm. Type words such as "MDS", "care plan", "flowsheet", "MAR" or "TAR".
5. Write down what you found in a simple grid, like the 1 below.
6. Move the dates to the next month and repeat.

| Record type | Mar | Apr | May |
| --- | --- | --- | --- |
| MDS assessments | Yes | No | Yes |
| Care plan and updates | Yes | Yes | No |
| MAR | Yes | Yes | Yes |
| TAR | Yes | No | Yes |
| CNA flowsheets | Yes | No | No |
| Weights | Yes | Yes | No |

A "No" is a question to ask, not a finding. The record may exist under another name.

### Use search to find records that point elsewhere

Search the chart for words that point to other records. Good examples are "see flowsheet", "incident report", "wound clinic", "sent to" and "hospital". Then check that the record each one points to is in the file. See [search your records](https://medrecords.ai/help/tasks/search/).

### Write a gap report

Every case type can make a **Missing Records & Gap Analysis** report in Report studio. It lists outstanding records by custodian (the person or place that holds them). It also comes with an Excel download. A new report costs 100 credits. See [choose a report for this case](https://medrecords.ai/help/case-types/nursing-home/reports/).

### When the missing records arrive

Add them to the case. The confirm window opens again so you can update the details. Then run your month-by-month check again.

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

### Related help

- [Review a nursing home neglect case](https://medrecords.ai/help/case-types/nursing-home/)
- [Which records to upload for a nursing home case](https://medrecords.ai/help/case-types/nursing-home/records/)
- [Filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/)
- Read our guide on [records for malnutrition and dehydration cases](https://medrecords.ai/guides/nursing-home-malnutrition-dehydration/).

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/)
