# Confirm the case details, key date and focus in Medrecords AI > 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. Canonical page: https://medrecords.ai/help/tasks/confirm-case/ --- 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](https://medrecords.ai/help/) › — Confirm the case details, key date and focus in Medrecords AI MEDRECORDS AI HELP ## Confirm the case details, key date and focus in Medrecords AI After Medrecords AI reads your records, it stops and asks you to confirm what the case is about. You check the focus, the key date and the body parts it found. Confirming is free. Processing waits until you press the confirm button, so a wrong guess never runs through the whole case. 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/) ### When the step appears When the first read of your records is done, the case status changes to **Needs confirming** . The **Confirm case details** window opens on its own. If you closed it, you can open it again in 2 places: - The banner at the top of the case says "Awaiting your confirmation." Press **Confirm case** . - The case overview shows a card called **Confirm the case details** . Press **Review and confirm** . ### What you check The window shows what the app found, with a citation next to each item. Click any citation to see the page it came from. | Section | What it holds | What you can do | | --- | --- | --- | | Case summary | A short account of the case | Read and edit it | | Mechanism of injury, or harm at issue | How the harm happened | Read and edit it | | Focus | What the case is about | Remove items, or type your own in "+ add your own" | | Body parts | Body parts named in the records | Remove or add | | Key date | The date the case turns on | Pick the main date, add more dates, add a note to each | Some labels change with the case type. The key date is called: | Case type | Key date label | | --- | --- | | Personal Injury | Date of injury | | Motor Vehicle Accident (MVA) | Date of collision | | Medical Malpractice | Date of death / incident | | Nursing Home Neglect | Date of admission | | Workers' Compensation | Date of injury (DOI) | | Veteran Disability | Date of separation from service | | Social Security Disability | Alleged onset date (AOD) | | Mass Tort & Product Liability | Start of exposure | | Jail & Prison Medical Neglect | Date of intake into custody | | Institutional Abuse & Assault | Start of the period of abuse | | Forensic Psychiatric | Key legal date | The focus is called "Allegation Focus" or "Claimed Conditions" on some case types. See [choose the right case type](https://medrecords.ai/help/tasks/choose-case-type/) for the full list of case types. ### How to confirm 1. Read the case summary and fix anything wrong. 2. Check the focus. Remove items that are not part of the claim. 3. Check the key date. If the app found more than 1 date, press **Make primary** on the right one. Use **Add date** for dates it missed, such as a second surgery. 4. Press **Confirm and continue** . You must keep at least 1 focus item, 1 body part or a main key date. The app will not confirm an empty case. ### What it costs Confirming costs nothing. It builds the chronology and the narrative. Reports are made later in the Report studio. A new report costs 100 credits and includes 1 verification and cross-examination run, which checks each claim against the cited pages. See [create a report](https://medrecords.ai/help/tasks/report-studio/). ### What happens next The case moves back to processing. The app now reviews every record against the focus and key date you confirmed. 2 rows appear on the case timeline: "Case Confirmation" and "Reviewing Records Against Case Focus". If you press **Later** , nothing is lost. The case simply waits until you come back and confirm. ### What you cannot change later Check this step with care. After you confirm, you cannot edit the focus, the key dates or the body parts. You can still rename the case and change its description. There is 1 exception. When you [add records to a finished case](https://medrecords.ai/help/tasks/add-records-later/), the confirm window opens again. Your earlier answers are kept, and new items show a "new" badge. You can update your answers then. ### If you see an error - "This case is not awaiting confirmation." The case was already confirmed. Reload the page. - "This case is still processing and cannot be confirmed yet." Wait. The window opens on its own when the case is ready. ### Related help - [Choose the right case type in Medrecords AI](https://medrecords.ai/help/tasks/choose-case-type/) - [Add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/) - [Fix a failed upload or a stuck case](https://medrecords.ai/help/tasks/troubleshooting/) - Read more about [key date suggestions](https://medrecords.ai/product/key-date-auto-suggestion/) and [smart case intake](https://medrecords.ai/product/smart-case-intake/). 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/)