# Filter and group the documents index in Medrecords AI > How to filter, group and narrow the records in a Medrecords AI case by date, category, provider, facility, body part and more. Canonical page: https://medrecords.ai/help/tasks/documents-index/ --- 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/) › — Filter and group the documents index in Medrecords AI MEDRECORDS AI HELP ## Filter and group the documents index in Medrecords AI The Records tab in Medrecords AI lists every record in the case, oldest first. You can switch between the documents index and the chronologies index, then filter by date, category, provider, facility and more. You can also group records under headings. Filters only change what you see. They cost nothing and change no data. 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/) ### The 2 indexes At the top of the Records tab there is a switch with 2 sides: | Index | What it lists | | --- | --- | | Documents Index | Each record as 1 row: medical records, photos and images, DICOM studies, and other documents | | Chronologies Index | Each dated event pulled from the records | The number next to each name is the count. The Timeline tab has the same switch. Records are sorted by date, oldest first. Records with no date go last. You cannot change the sort order. ### Open the filters 1. Open the case and go to the **Records** tab. 2. Find the filter button next to the search box. It is a small icon with no text. Hover over it to see "Filter and group records". 3. Click it. A panel opens called **Filter & Group Documents** . A small dot on the button tells you a filter is on. Press **Clear filters** to remove them all. ### Filters for documents - **Date From** and **Date To** . Records with no date stay in the list. - **Category** and **Subcategory** . - **Provider** and **Facility** . - **Body part** , when the records name one. - **Note flag** , when you have added notes. See [add flags, highlights and notes](https://medrecords.ai/help/tasks/annotations/). - **Relevance** , once the app has judged it. - **Transcripts only** , when the case has transcripts. - **Chronology Type** . "Medical" hides the legal records group. "Medical-Legal" shows both. ### Group the list Use **Group By** to put records under headings. For documents, you can group by category, subcategory, provider or facility. Pick **No Grouping** to go back to 1 list. ### Filters for events Switch to the Chronologies Index. The panel is now called **Filter & Group Events** . It adds: - **Event Date From** and **Event Date To** . Events with no date are never hidden by these. - **Temporal Status** , **Relevance** and **Causation** . - **Group By** source file, document, provider, facility, category, subcategory or relevance. The same provider, facility, body part and note flag filters are there too. ### Tips - Filter by provider first when you need 1 doctor's records for a deposition. - Use a date range around the incident to see what came just before and after. - To find a word inside the pages, use search, not filters. See [search your records](https://medrecords.ai/help/tasks/search/). ### Related help - [Search your records with exact text or keywords](https://medrecords.ai/help/tasks/search/) - [Check any fact against its source page](https://medrecords.ai/help/tasks/verify-source/) - [Work through the missing records list](https://medrecords.ai/help/tasks/missing-records/) - Read more about the [medical chronology in Medrecords AI](https://medrecords.ai/product/chronology/). 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/)