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MEDICAL RECORD REVIEW WORKSPACE

Source, timeline, and report. 1 screen.

Medical record review workspace software from Medrecords AI puts the source page, the timeline, and the report you're drafting on 1 screen, in 3 synced panes that stay in view together. Every fact you write sits 1 click from the page that proves it, so drafting and verifying never drift apart.

Adams, Timothy — right knee · Case #IME-4812 342 pages
Source · p.412
Timeline
Progress Note
improving since 4/02 · p.412
MRI — right knee
p.129
Ortho follow-up
p.418
Report draft
Claimant completed 7 PT visits, improving since 4/02 p.412 with follow-up recommended p.418
1 click on the event, the citation, or the quote — all 3 panes land on the same fact.
Why 1 screen matters
Record review dies by tab-switching: the PDF here, the timeline there, the draft somewhere else. The workspace puts all 3 in view, permanently synced.

3 panes, one underlying fact.

The source pane shows the actual record page or DICOM slice. The timeline pane holds the structured chronology of the whole file. The report pane is your draft. Click an event and the source jumps to its page; click a citation in the draft and the same happens — 3 angles on the same evidence.

Timeline event → exact source page or imaging slice
Draft citation → the page behind it, without leaving the editor
Split 3-pane or tabbed view, configurable per case
1 click, 3 landings
EVENT Progress Note · improving since 4/02 → p.412
SOURCE Page renders beside the draft, highlight on the line in view
REPORT Cite the passage into the draft with the reference attached cited
DICOM studies open in the same pane — imaging included.
Report draft · IME summary 38 template fields
The claimant attended 7 physical therapy visits, with documented improvement since 4/02 p.412. Orthopedic follow-up was recommended at the most recent visit p.418.
source in view citations inline 2 fields to review

Draft with the evidence beside you.

The report pane is a full rich-text editor with inline citations. Write the finding while the page that supports it sits next to your cursor — no printing the record, no quote-checking from memory, no losing your place in a 342-page file.

Inline citations attach as you cite from the source pane
Your templates and letterhead, straight from the workspace

Built for the whole file, not a sample.

The timeline is filterable and searchable across every document in the packet; the source pane lazy-loads pages so 1,000-page file scrolls like a 10-page one. Search a term, filter to a provider, jump to the page — the layout holds at any size.

Search and filters scoped to the pane you're in
Chronology, search, Q&A, and drafting in one layout
right knee across 342 pages
Progress Note p.412
MRI — right knee p.129
Ortho follow-up p.418
Every hit lands the source pane on the exact page.
Verify as you write
DRAFT LINE
"…improving since 4/02, with 7 visits completed…"
SOURCE · p.412
The claim and its page, side by side, before the report leaves the building.
The standard

The citation is never more than 1 click away.

Audit-grade work isn't a final proofread — it's a layout where verification is the default motion. Because the source page is always in view, every line of the report gets checked against the record as it's written, which is what makes the output legally defensible later.

See Verifiable AI Citations

From upload to signed-off report.

3 steps, 1 screen the whole way.

01
Upload the file

The record is read, deduplicated, and placed on the timeline — the workspace opens ready to review.

02
Review in 3 panes

Work the timeline, check the source, draft the report — every jump between them is 1 click.

03
Export, cited

The report leaves with its citations attached — your template, your letterhead, page-linked throughout.

See it run

Watch chronology, chat and narrative side by side

It opens on the Case Assistant in the demo case Rivera v. Coastline Freight. A new chat starts, the question "What work restrictions were given after the collision?" is typed in Clinical Synthesis mode, and the thread names itself after the question. A search trace then runs step by step: it loads the case overview, searches for "work restrictions", pulls records from Maple Ridge Orthopedics and checks documents around 03/14/2025, with a result count on each step. The trace folds into a "4 steps" pill and the answer arrives in 3 sentences, each with a numbered citation. The answer is selected, exported, and attached to the Record Review report as an appendix. The last scene shows the 3-pane workspace with the chronology, the assistant and the narrative side by side, a divider drag and the Layout menu. Every name, provider and date in the demo is invented.

Transcript
  1. Start a thread and ask the case in plain English.
  2. Watch each search step run, then read the cited answer.
  3. Select the answer and add it to a report.
  4. Chronology, assistant and narrative, side by side.

Download the video (MP4, 20 seconds)

Who works in it.

Anyone whose day is a record on one monitor and a report on the other.

FAQ

The review workspace, answered.

The source pane shows the actual record page or DICOM image; the timeline pane holds the structured chronology of the whole file; the report pane is the document you're drafting. All 3 stay on 1 screen, sized for real review work, and stay in sync as you move. The layout itself is configurable per case — split 3-pane by default, or a tabbed view when you'd rather work one pane at a time.

Click a timeline event and the source pane jumps to the exact page or imaging slice behind it. Click a citation in your draft and the same thing happens. Select a passage in the source and it's ready to cite into the report — the panes point at the same underlying fact from 3 angles.

That's the point of the layout. The report pane is a full rich-text editor with inline citations, so you write the finding while the page that supports it sits beside it — no tab-switching, no printing the record to check a quote.

Yes. The workspace is built for files in the hundreds or thousands of pages — the timeline is filterable and searchable, the source pane lazy-loads pages, and jumping from event to page is instant regardless of packet size.

Largely, yes. Chronology, record search, Q&A, and report drafting all surface in the same 3-pane screen, so one login and one layout cover the review from first upload to exported report.

Related capabilities

See your own file in 3 panes.

Upload a single file and review it in the workspace — timeline built, sources linked, report pane ready. Handled under our BAA; never used to train a model.