Add flags, highlights and notes to records in Medrecords AI
Medrecords AI gives you 4 ways to mark up a case: flags on pages, highlights on the chronology PDF, notes on records or entries, and exclusions. Flags and notes help you find what matters later. Exclusions take a record out of the chronology and exports without deleting it. None of these cost credits.
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Which tool to use
| Tool | Use it to | Where it shows |
|---|---|---|
| Flag | Tag a page, such as "Pre-existing" | On the page, and as a filter |
| Highlight | Mark text or an area on the chronology PDF | In the chronology PDF |
| Note | Add a remark on a record or entry | Beside it in the PDF and every export |
| Exclude | Leave a record or entry out | Removes it from the chronology and exports |
Create your flags
You make your own flags first.
- Open Settings, then Stages and flags.
- Under Record flags, press New flag.
- Fill in Name, such as "Pre-existing". Add a description if you like, and pick a Colour.
- Press Save.
Flag a record or page
- On the Records tab, press the flag button on a record row. The box "Flag this record" opens. Pick a flag. It goes on the first page of the record.
- In a PDF viewer, hover over a page and press Add flag. This works in the Timeline chronology PDF and the Source pane.
To jump between flagged pages in the Timeline PDF, use Filter flags and the next and previous buttons.
Highlight the chronology PDF
Highlights work in the Timeline chronology PDF only.
- Open the Timeline tab.
- Pick a tool: Highlight text, Mark an area or Sticky note.
- Pick a colour: yellow, green, blue, pink or orange.
- Select the text or area, or click where the note goes.
The Notes tab in the viewer side panel lists every highlight and note in that document.
Add a note
- Press the note button on a record or a chronology entry. Its tip says "Add a note to this record" or "entry".
- Type your remark. You can add a flag to the note.
- Press Add note.
The note prints beside the record or entry in the chronology PDF and in exports. If the PDF was built before you added the note, a banner offers Rebuild PDF. Deleting a note happens at once, with no second question.
For a note about the whole case, open the case menu and pick its notes. Press Add Note to save.
Exclude a record
- On the Records tab, press Exclude record on the row.
- Confirm. A message offers Undo for 8 seconds.
The record leaves the chronology, the documents index, Q&A, exports and billing. Its pages and Bates numbers stay. Nothing is deleted. Exports you built before still include it until you rebuild them. To bring it back, press Undo in time, or restore it from the list of excluded items.
Related help
- Filter and group the documents index
- Check any fact against its source page
- Export your work
- Read more about medical record annotation.
Facts checked against the Medrecords AI app code on 2026-10-24.