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Documentation Index

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The Medical Chronology is HoLaCe’s AI-powered narrative builder. Point it at the records you’ve already uploaded for a journey, click Generate, and it produces a dated, cited, attorney-editable timeline of every encounter — the same kind of chronology that used to take a paralegal two days per case. [Screenshot: Medical Chronology page with the records bar across the top, the citation-style picker, and the document preview filling the right pane]

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Where to find it

From any journey detail page, click Medical Chronology in the top right action bar. The button shows a pulsing dot when a completed chronology already exists, so you can see at a glance which cases have one without opening them. [Screenshot: Journey header action bar with the Medical Chronology button and the pulsing dot indicator]

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How extraction works

HoLaCe reads the records you’ve uploaded against each provider on the Medical tab, then asks the AI to produce a clean medical narrative. The AI:
  • Sorts encounters chronologically across all providers
  • Extracts diagnoses, procedures, medications, imaging findings
  • Cites the source page and document for every entry
  • Flags red-flag dates (gaps, missed appointments, “no improvement” notes)
You pick the citation style before generating — full Bluebook, abbreviated, or none — and HoLaCe formats every reference accordingly.
Generation is a billable AI step. Cost is locked at generate time and shown before you confirm. See Admin → Firm Pricing Configuration for your firm’s rate.

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Generating a chronology

1

Upload the records

Use the Upload Zone to drop in PDFs from each provider. HoLaCe groups them by provider so the AI sees the right context. You can also pull files already attached to the journey via the Documents tab.
2

Pick a citation style and click Generate

The Cost Estimate modal previews the page count and the flat fee. Confirm to start. Generation typically completes in a couple of minutes for a normal PI case.
3

Wait for the generation panel to finish

The left panel shows the live status: parsing, extracting, drafting, citing. When it flips to Ready, the right pane populates with the full chronology.
[Screenshot: Cost estimate modal with the page count, flat fee, and “$0 due today” messaging]

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Editing and auto-save

Every chronology is fully editable. Click into any sentence and type — the editor is rich-text, so you can bold, italicize, restructure paragraphs, add headings, or strip out an entry that the AI shouldn’t have included. HoLaCe auto-saves your edits in the background. There’s no Save button to forget. As you type, your changes persist to the journey — leave the page, come back tomorrow, and your last edit is right where you left it.
Auto-save is the right pattern for the kind of slow, careful editing attorneys do on chronologies. It also means two people should not edit the same chronology at the same time — the most recent save wins. Coordinate handoffs verbally.
[Screenshot: Chronology editor with an in-progress attorney edit highlighted]

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Version history

Every fresh Generate creates a new version. The previous version is preserved — click Version History to see the list and restore any earlier draft. Restoring an older version replaces the current document but does not delete any version from history; you can always come back. When you restore a version, your manual edits on the current draft are preserved as their own entry first, so nothing is lost. [Screenshot: Version history side panel with timestamps and a “Restore” button next to each version]

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Download

The Download button produces a self-contained .html file that opens directly in Microsoft Word with all formatting preserved. This is the format most firms use to attach the chronology to:
  • The demand letter package
  • A mediation packet
  • An expert designation
  • Discovery responses
Filename pattern: chronology-<client-slug>-<date>.html. Word recognizes the file natively — no conversion step.
If your firm’s letterhead lives in a Word template, open the downloaded .html in Word, then Copy → Paste Special → Unformatted into your letterhead document to preserve your house style.
[Screenshot: Downloaded chronology open in Microsoft Word showing the formatted dated entries]

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Settlement modal

The Chronology Settlement Modal lets you snapshot the medical-cost numbers extracted by the AI (billed, incurred per provider) and push them into the Damages tab. This is the fastest way to seed bills from the chronology — the AI surfaces dollar figures it found in the records, and you confirm each one before it lands. See Damages Tracking for what happens to those numbers next.

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Common workflows

First-pass intake review

Generate immediately after the first records arrive. Use it as a triage tool to catch missing dates before the demand letter goes out.

Pre-mediation polish

Re-generate after every new record, then hand-edit the narrative to emphasize the strongest medical facts before mediation.

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What’s next

Once the chronology is locked, move on to Damages Tracking — that’s where the dollar amounts the chronology surfaced get organized into bills, liens, and the demand-letter total.