The case history shows you the documents and events of your case in chronological order — with AI-generated summaries for quick understanding.
Structure of the case history
The case history presents a timeline with all relevant events:
Documents in chronological order — sorted by document date
Documents without date — documents where no date was detected
Summaries — short AI-generated summaries of each document
Work impairment entries — periods of work impairment (AUF)
Navigating the case history
Scroll — scroll through the entry list to follow the case progress; the timeline bar above follows your position automatically (and vice versa)
Arrow keys — move from entry to entry with ↑ and ↓
Change sorting — sort entries ascending or descending by date
Jump to document — click an entry to open the document in the PDF viewer
Timeline bar
The timeline bar at the top gives you a visual overview of the entire case period. You can use it to quickly navigate to a specific point in time. Use the timeline icon to show or hide the full timeline with documents and AUF entries.
The timeline has its own navigation gestures (also shown in the app under Timeline navigation gestures):
Scroll horizontally — Shift + scroll, or horizontal scrolling on the trackpad
Zoom — Ctrl + scroll (Windows) or Cmd + scroll (Mac)
Drag vertically — click & drag
Reset zoom — double-click
A plain mouse wheel scrolls the entry list, not the timeline — on a mouse, hold Shift to move along the timeline.
Language of the summaries
You can adjust the language of the summaries:
Original language of the document — summary in the document’s language
Language of the responsible person — automatically translated into your language
Downloading the case history
Use the download function to export the case history. You have two options:
Copy to clipboard — copies the case history directly to your clipboard
Download as DOCX — downloads the case history as a Word document
Case history views
The buttons at the top of the case history show predefined views, such as "Medical case overview" or "Career history". Each view shows only the document types that belong to it; click another button to switch views. Which views you see depends on your workspace. The Custom view is not limited to specific document types: you put it together yourself with the filter sidebar.
If your filters or the trash make the case history show different entries than the selected view, its button is outlined and a circular arrow appears next to it. Click the arrow (Restore default filters for this view) to clear all filters, restore the view's filters and switch back to Active.
Filter sidebar
The case history uses the same filter sidebar as the document study; see Document study: Filter and select documents. Show and hide it with the Dossiers and document types button on the left of the toolbar above the entries. In the Custom view, the sidebar is always shown and the button is not there.
At the very top of the filter sidebar, you switch between Active and Trash: under Trash, the case history shows the deleted documents. Reset all clears all filters at once, including those of the selected view; bring those back with the circular arrow next to the view. These sections affect the entries of the case history:
Dossiers — filter the case history by dossier structure
Document types — show only specific document types
Labels — filter by manual labels
Date range — restrict the period, based on either the document date or the receipt date
The Annotations and More sections don't change the case history.
You can also restrict the period with the calendar icon Filter documents by date on the right of the toolbar; this filter uses the document date.
Reviewing and editing sources
Each entry in the case history links to the underlying document:
Click an entry to select it and jump directly to the original document
Use the Edit function to manually adjust entries
Reporting a wrong result
If an entry is wrong or a document or an important finding is missing, tell us. Our team reviews every report.
Open the support chat with the question mark "Help" at the top right and choose "Report a problem" — or just write to us in the chat.
Give us the case reference (as shown in the cases overview), the view and the entry — easiest with the "Copy link" icon at the top right of the entry you clicked — and what you would have expected, for example "the X-ray report from one week before the accident should appear as a pre-existing condition".
We confirm receipt in the chat, review the case and get back to you. There is no need to send an email.
In the meantime you can correct a lot yourself, as far as your role allows: the summary, title, document date and work impairments right in the entry, the document type in Document study. You remove a document that doesn't belong in the case history (see "Removing documents"). How to do this is described in Case history: Frequently asked questions, section "What can I correct in an entry myself?".
Work impairment (AUF) in the case history
The case history also shows detected work impairment periods directly in the timeline:
AUF entries — periods of work impairment are displayed as separate entries in the timeline
Periods and degree — you see the period (from–to) and degree of work impairment (e.g., 50%, 100%)
Merged entries — if multiple AUF entries cover the same period, they are merged and displayed together
You can click an AUF entry to navigate to the related document.
💡 For a detailed overview with export function, open the Work impairment overview from the toolbar above the case history.
Copying a link to a selected passage
Select text in the summary of a chronology entry and a small menu appears with "Copy link to selected text". The link opens the chronology at that entry and highlights exactly the passage you selected — so the recipient lands on the sentence you mean.
Removing documents
If a document is not relevant, you can remove it from the case history. The document will be moved to the trash and can be restored from there.
Frequently asked questions
Short answers, for example how to report a wrong entry or narrow down the chronology, are in Case history: Frequently asked questions.