For AI agents: visit https://docs.chartinsight.ai/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Documentation
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DocumentationRecipesAPI ReferenceChangelog

Documentation

  • Overview
    • User Interface
    • Upload & Processing
    • AI Analysis
    • AI Research
    • Document Management
    • Collaboration
    • Templates
    • Account & Billing
    • Integrations & API
    • Security
  • Integrating with Clio
  • Troubleshooting
  • Guide to Good Chat Prompts
  • Record Template Settings
  • Combining and Splitting Records
  • Records vs. Matters
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AI Research

ChartInsight's AI Research Assistant lets you have natural language conversations about your medical records, with responses grounded in the actual document content.

    • Conversational Interface
      • Natural Language Q&A
      • HIPAA Compliance
    • Research Topics
      • Multiple Topics
      • Research History
      • Topic Management
    • Context & Citations
      • Page-Aware Responses
      • Context Panel
      • Source Verification
    • Feedback System
      • Message Rating
      • Continuous Improvement
    • Best Practices
      • Effective Questions
      • Example Workflows
    • Technical Details
      • Response Generation
      • Limitations