# Set your role in Medrecords AI: attorney, nurse or IME doctor > 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. Canonical page: https://medrecords.ai/help/tasks/roles/ --- 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/) › — Set your role in Medrecords AI: attorney, nurse or IME doctor MEDRECORDS AI HELP ## Set your role in Medrecords AI: attorney, nurse or IME doctor Your role in Medrecords AI tells the app what kind of work you do. It only changes 1 thing: which case types show first when you create a case. It does not limit what you can do. Every role can open every case type, and the reports follow the case type, not your role. 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/) ### Where to set it 1. Open **Settings** . 2. Find the row called **Your work** . It says "Puts the case types you use first when you create a case". 3. Pick your role. The app saves it right away and shows "Role updated." To go back to the full list, pick "No preference". You then see every case type. ### The 8 roles | Role | Who it is for | Case types shown first | | --- | --- | --- | | Attorney | Plaintiff or defense lawyers | Personal injury, motor vehicle accident, medical malpractice, workers' comp, nursing home neglect, custodial neglect, abuse, mass tort, Social Security disability | | Claims adjuster / TPA | Carriers, TPAs and settlement administrators | Personal injury, motor vehicle accident, workers' comp | | IME physician / expert witness | Doctors retained to examine, give an opinion or testify | Personal injury, motor vehicle accident, medical malpractice, workers' comp | | Legal nurse consultant | Nurses who review records for a firm or carrier | The attorney list, plus veteran | | Forensic evaluator | Psychological, psychiatric or capacity evaluations | Forensic evaluation | | Disability / veteran rep | VA, Social Security and long-term disability claims | Social Security disability, veteran | | Underwriter / SIU | Underwriting, payment integrity and SIU | Every case type | | Other | Anyone else, with a short note on what you do | Every case type | Other case types sit under **Show more case types** in the picker. Nothing is hidden for good. ### What your role does not change - **Your side.** Attorneys pick plaintiff or defense on each case, not in the role. - **What the app reads.** The details pulled from the records follow the case type. - **The confirm step and the reports.** These also follow the case type. - **Prices.** Credits cost the same for every role. - **Access.** A role is not a permission level. There are no team roles today. Each person has their own account, and only the owner can open a case. The underwriter role has no special features yet. The picker says so. ### How to use it by role **Attorneys.** Set the role, then pick the case type that matches the claim. For a birth injury claim, use medical malpractice. See [choose the right case type](https://medrecords.ai/help/tasks/choose-case-type/). **Legal nurse consultants.** You see the attorney list plus the veteran type. Most of your work will start from the [chronology](https://medrecords.ai/help/tasks/chronology/) and the [missing records list](https://medrecords.ai/help/tasks/missing-records/). **IME physicians.** Use the case type of the claim you are asked to review, such as workers' comp or personal injury. For psychological or capacity work, the forensic evaluator role puts forensic evaluation first. ### Related help - [Choose the right case type in Medrecords AI](https://medrecords.ai/help/tasks/choose-case-type/) - [Confirm the case details, key date and focus](https://medrecords.ai/help/tasks/confirm-case/) - Read more about [Medrecords AI for IME and medical-legal work](https://medrecords.ai/product/ime-medical-legal/) and [for law firms](https://medrecords.ai/product/legal/). 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/)