The case study is the central view for daily work with case documents. Here you find the document list, PDF reader, search functions, and specialized panels.
Articles in this area
Organizing documents
How dossiers, document types, duplicates, labels, and the trash work — everything for organizing your case documents.
Document list
Structure of the document list, the different view modes (cards, minimal, thumbnail, summary), document info, and available actions.
PDF reader and annotations
All toolbar functions (favorite, share, comments, print, download, search, fullscreen), annotation types, and text/link copy functions.
Filtering and selecting documents
Filters by dossier, document type, and labels, special filters (duplicates, trash), and selection mode.
Full-text search
Full-text search within a case with suggestions, search history, and result highlighting.
Diagnosis overview
Panel with all recognized diagnoses, ICD-10 categories, sorted by relevance and chronology.
Work impairment overview
Panel with all work impairment periods, durations, degree, and Excel export. Also available in the case chronology.
Additional panels
Besides the functions mentioned above, the following panels are available in the case study:
CasePilot — Ask case-related questions to the AI → AI assistants: CasePilot
DocPilot — Ask document-related questions to the AI → AI assistants: DocPilot
Notebook — Capture case notes → Case notes: Notebook