This update expands ChartInsight’s research workflows, gives teams more control over customizations, improves matter and file management, and makes generated outputs more flexible and reliable. February’s work also focused heavily on permissions, PDF/DOCX stability, and smoother everyday UI interactions across records, chat, and team settings.

Deep Research & Chat Workflows

We introduced a new Deep Research mode for more detailed, research-grade analysis inside record chat. Contact us to join the beta.

Deep Research Mode: A new chat mode for longer-running, deeper analysis when fast or comprehensive answers are not enough
Reference Document Support: Deep Research can now incorporate selected reference documents as part of its reasoning workflow
Chat History Awareness: Research runs now better account for prior conversation context
Improved Progress & Fallback Handling: Clearer progress reporting and better default responses when no relevant information is found
Markdown & Citation Improvements: Better rendering for citations, lists, tables, and horizontal rules in generated responses and outputs

Customizations & Prompt Library

February introduced a more complete Customizations experience for managing how teams shape outputs and AI behavior.

Expanded Customizations Area: Templates, Prompt Library, File Classifications, and References are now more clearly organized together
Prompt Library Enhancements: Library items can include richer context settings and are easier to edit and manage
Editable Team Library Items: Teams can update existing library items with more flexible partial-update behavior
File Classification Context Controls: File classifications can now be used to control what content is included in prompt context
Improved Navigation & Layout: Better tables, cards, tabs, header layout, and at-a-glance views across customization screens

Matter Files & Gemini Import Improvements

We continued improving Gemini-connected workflows and file handling for matters and imported records.

Better Gemini Search & Import: Improved case and matter search, browsing, and record import behavior
Matter Files Support: Teams can upload and manage additional files at the matter level
Create Matters with Files: Matter creation now supports file uploads directly in the workflow
More Reliable Record Copying: Record duplication and sync flows now better handle attachments and related file metadata
Clearer Matter File UX: Updated empty states, actions, and file-management behavior for matter-specific file views

Downloads & Output Generation

Generated documents became more modular and more resilient this month.

Section Downloads: Individual medical record sections can now be downloaded directly
Improved Chronology Controls: Better support for chronology visibility and rendering options across templates and records

File Processing & Classification

File ingestion and classification workflows were expanded to support more nuanced record handling.

Team File Classifications: New backend and UI support for managing reusable file classification rules
Improved Validation: Better handling for missing files, classification edge cases, and non-medical uploads

Changelog