# Get help with Medrecords AI > Plain-language help for Medrecords AI: how to set up a case, which files to upload and what each case type does. Checked against the app. Canonical page: https://medrecords.ai/help/ --- New — **Missing Records Detection:** flags every visit, provider, and date missing from the file. [See how →](https://medrecords.ai/product/missing-records-identification/) [Home](https://medrecords.ai/) › — Help MEDRECORDS AI HELP ## Get help with Medrecords AI This is the public help center for Medrecords AI. It explains how to set up a case, read the chronology, write reports and export your work. We check each fact against the app itself. Each article shows the date of its last check. New articles are added as they are written. Last checked 2026-10-24 — ·Written by Ahmed Jemaa What the help center covers ### 26 articles in 5 topics Each article answers 1 question about using Medrecords AI, from your first upload to the report you send. Pick a topic, or open any article and use the contents menu at the top to jump to another. ### Start here Set up a case, upload the right files and fix an upload that will not go through. - [Choose the right case type](https://medrecords.ai/help/tasks/choose-case-type/) Which of the 11 Medrecords AI case types to pick, what each one asks for, and which reports it pre-selects. Birth injury runs as med mal. - [Which files can you upload?](https://medrecords.ai/help/tasks/file-types-limits/) The file types Medrecords AI accepts, how ZIP files and duplicates are handled, and the limits to know before you upload a case. - [Confirm the case details, key date and focus](https://medrecords.ai/help/tasks/confirm-case/) What the Confirm case details step asks for, what it costs, and what you can and cannot change after you confirm a case in Medrecords AI. - [Fix a failed upload or a stuck case](https://medrecords.ai/help/tasks/troubleshooting/) What to do in Medrecords AI when a file will not upload, a case fails, a case waits for you, or you uploaded the wrong file. ### Work with the records Read the chronology, check any fact against its source page, and search, sort and annotate the file. - [Read the medical chronology](https://medrecords.ai/help/tasks/chronology/) How to open, filter, step through and check the case timeline in Medrecords AI, and what each part of a chronology entry means. - [Check any fact against its source page](https://medrecords.ai/help/tasks/verify-source/) How to open the exact source page behind any record, event or citation in Medrecords AI, read the page text, and fix details before you confirm. - [Search your records with exact text or keywords](https://medrecords.ai/help/tasks/search/) How the 2 search modes in Medrecords AI work, how keywords match word forms and medical codes, and when to use All or Any. - [Filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/) How to filter, group and narrow the records in a Medrecords AI case by date, category, provider, facility, body part and more. - [Add flags, highlights and notes to records](https://medrecords.ai/help/tasks/annotations/) How to flag pages, highlight the chronology PDF, add reviewer notes and exclude records in Medrecords AI, and where each one shows up. - [How duplicate pages are found and removed](https://medrecords.ai/help/tasks/deduplication/) How Medrecords AI removes repeated pages before they are read, how you get the credits back, and how to see every page it took out. - [Work through the missing records list](https://medrecords.ai/help/tasks/missing-records/) How Medrecords AI finds records your file mentions but does not have, and how to sort, dismiss, request and export them. - [Add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/) How to add a supplemental production to a finished case in Medrecords AI, what it costs, and how duplicates and your report are handled. ### Write and share Turn the review into a narrative, a signed report or an export you can send. - [Edit the chronological narrative](https://medrecords.ai/help/tasks/narrative/) How to edit, fix, rewrite and regenerate the case narrative in Medrecords AI, what each change costs, and how to restore an earlier version. - [Create a report in Report Studio](https://medrecords.ai/help/tasks/report-studio/) How to create, edit, verify, sign and download a report in Medrecords AI Report Studio, and what each step costs in credits. - [Set up report templates](https://medrecords.ai/help/tasks/templates/) How to copy a built-in report template in Medrecords AI, build one from your own past reports, edit its sections and set it as your default. - [Export your work](https://medrecords.ai/help/tasks/export/) How to download the chronology PDF, build a custom export, and save reports, the narrative, missing records, costs and DICOM studies from Medrecords AI. ### Account and trust Your role, who can see your cases, how accurate the app is and what its words mean. - [Set your role](https://medrecords.ai/help/tasks/roles/) What the Your work setting does in Medrecords AI, the 8 roles you can pick, and why every role can still open every case type. - [Is Medrecords AI HIPAA compliant, and who can see my cases?](https://medrecords.ai/help/tasks/security-hipaa/) Who can open your cases in Medrecords AI, how the BAA works, where your records are stored, and how to delete a case. - [How accurate is Medrecords AI, and what are its limits?](https://medrecords.ai/help/tasks/accuracy-limits/) How Medrecords AI ties every fact to a source page, which checks it runs on answers and reports, and what it does not do. - [Glossary of terms](https://medrecords.ai/help/glossary/) Plain meanings for the terms you see in Medrecords AI, from Bates number and key date to narrative, Report Studio and credits. ### Case type playbooks Step by step help for 1 kind of case: setup, the records to get, the review and the reports. - [Work a birth injury case](https://medrecords.ai/help/case-types/birth-injury/) How to run a birth injury file in Medrecords AI as a Medical Malpractice case, with the mother's and the baby's records in 1 case. - [Work a nursing home neglect case](https://medrecords.ai/help/case-types/nursing-home/) How to run a nursing home neglect file in Medrecords AI, from setup and records to timelines and reports, and what the app will not do. - [Work a VA disability case](https://medrecords.ai/help/case-types/va-disability/) How to run a VA disability file in Medrecords AI, from setup and the C-file to each claimed condition and the reports, and what the app will not do. - [Work a mass tort case](https://medrecords.ai/help/case-types/mass-tort/) How Medrecords AI handles a mass tort claimant file: 1 case per claimant, product and exposure fields, cited answers and reports you can reuse. - [Work a medical malpractice case](https://medrecords.ai/help/case-types/medical-malpractice/) A step by step path for a med mal file in Medrecords AI: set up, upload, chase gaps, trace the care, write reports and know the limits. - [Work a personal injury or car crash case](https://medrecords.ai/help/case-types/personal-injury/) How to run a personal injury or motor vehicle case in Medrecords AI, from picking the case type to the damages summary and demand reports. ### How these articles are written We write for the people who use the app each day. That means lawyers, paralegals, nurse consultants and doctors who review records. Our rules are short: 1. Each article answers 1 question, and the answer comes first. 2. Every number and every label matches what the app shows. 3. If the app cannot do something, the article says so. 4. Each article lists the date its facts were last checked. ### Read more about each case type These pages explain the records and the review for each type of case: - [Medical malpractice record review](https://medrecords.ai/solutions/medical-malpractice/) - [Birth injury record review](https://medrecords.ai/solutions/birth-injury-record-review/) - [Nursing home neglect record review](https://medrecords.ai/solutions/nursing-home-neglect-record-review/) - [Veteran disability claims](https://medrecords.ai/solutions/veteran-disability/) - [Mass tort case review](https://medrecords.ai/solutions/mass-tort-case-review/) - [Personal injury record review](https://medrecords.ai/solutions/personal-injury/) ### Still stuck? If your question is not answered here, [contact us](https://medrecords.ai/contact/). Tell us the case type and what you tried to do. Do not send patient records by email. Keep them in the app. The app is HIPAA compliant and runs under SOC 2 controls. 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/)