# Work through the missing records list in Medrecords AI

> How Medrecords AI finds records your file mentions but does not have, and how to sort, dismiss, request and export them.

Canonical page: https://medrecords.ai/help/tasks/missing-records/

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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/) › — Work through the missing records list in Medrecords AI
MEDRECORDS AI HELP

## Work through the missing records list in Medrecords AI

Medrecords AI lists the records that your own documents mention but that are not in the file. A lab result that was ordered but never arrived is a common example. You can mark each one as located or dismissed, draft a request to the provider, and export the list to Excel. It costs no credits.

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/)

### How the list is built

The app reads every record in the case. When a record refers to another record, such as an MRI order or a consult, it looks for that record in the file. If it cannot find it, the reference goes on the list. Each item links to the records that mention it.

Records you have excluded are left out of this check.

### Open the list

The list opens on its own the first time a finished case has missing items. You can open it again from:

- The **Needs attention** card on the Overview. It says how many records are missing.
- The missing records figure on the **Case files** tab.

### The 3 tabs

| Tab | What it holds |
| --- | --- |
| Outstanding | Records still missing |
| Located | Records you or the app matched to a file in the case |
| Dismissed | Records you chose to set aside, with a reason |

### Work through the list

1. Use **Search references** or the **Type** menu to narrow the list. Types include lab, imaging, consult, therapy, hospitalization and procedure. **Ordered** shows items that were ordered with no result on file.
2. Open a provider group. Items are grouped by provider.
3. Read the tags on each item. "Possible match found" means the app thinks a file in the case may be the record.
4. For a possible match, answer **Yes, this is it** or **Not a match** .
5. To set an item aside, use **Dismiss as** and pick a reason: not necessary, already resolved or not sure. Nothing is deleted. Use **Restore** to bring it back.

### Request the records

- Press **Request from provider** on 1 item, or **Request all from provider** for the whole group.
- To request several, tick them and press **Request selected** .

The app opens your own email program with a drafted request. It does not send anything for you. If your email program does not open, a window lets you copy the text or open it in Outlook or Gmail.

### Export or email the list

- **Export** downloads an Excel file. It has a summary sheet, a sheet with all references, and 1 sheet per status.
- **Email me** sends the list to your own email address only.

### What it does not do

- It does not request records for you. You send the request.
- It only finds records that another record mentions. If nothing in the file refers to a visit, the app cannot know it happened.

### Related help

- [Add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/)
- [Filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/)
- [Export your work](https://medrecords.ai/help/tasks/export/)
- Read more about [missing records detection](https://medrecords.ai/product/missing-records-identification/).

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/)
