Grouping & filtering

Look at the same case from a different angle.

Group and filter medical records by provider, facility, specialty, record type, date, and more. Focus on a course of treatment or compare related encounters while keeping the original documents in the case.

Find a useful slice of a large record.

Follow one provider

Narrow the review to a provider or facility when you need to understand a particular course of care.

Compare related records

Bring imaging, therapy, or another record category together instead of reading through unrelated encounters.

Keep the broader context

Clear a filter to return to the wider case. Filtering changes the view rather than deleting the source files.

Group and filter case records.

Frequently asked questions

No. Filters narrow the records shown in the review. The original documents remain available, and clearing the filters lets you return to the broader case.

The workspace supports grouping and filtering across criteria including record type, provider, facility, specialty, and date. The available controls let you choose the perspective that fits your review.