User Interface

Dashboard

Overview

The dashboard is your home base for managing medical records and monitoring activity.

Quick Upload

Drag-and-drop widget for fast file submission
Upload target shows which team will receive the record
Immediate redirect to full upload form

Recent Work

List of recently viewed records with one-click access
Shows record name, page count, and last access time
Per-team tracking (recent records change when switching teams)

Processing Queue

Records currently being processed
Progress indicators with percentage complete
Click to view record details

Alerts Panel

Records needing attention (errors, billing issues)
Status badges for quick identification
Links to resolve issues

Quick Links

Invite teammate – add new team members
Manage teams – access team settings
API & integrations – configure developer tools
Documentation – access help resources

Record Viewer

Layout

The record viewer provides a comprehensive view of processed medical records.

Header:

Record name and status badge
File metadata (size, page count)
Upload and update timestamps
Sharing indicators
Action bar (download, share, edit, delete)

Sidebar:

Navigation to all content sections
Quick access to AI Research
Research history grouped by date

Main Content:

Dynamic based on selected section
Summary, Chronology, Vitals, Medications, or Research
Scrollable with sticky headers

Navigation Sections

Section	Description
Summary	Narrative overview of the record
Chronology	Time-ordered event index
Vitals	Vital signs timeline
Medications	Medication list with dates
Focus	Configure focus settings
Files	Manage source documents
AI Research	Start new conversation
Research History	Previous research topics
Custom Sections	Template-defined outputs

Action Bar

Download – Export as PDF or DOCX
Share – Manage record sharing
Edit Details – Modify metadata
Reprocess – Update after file changes
Delete – Erase record

Responsive Design

Desktop – Full sidebar navigation visible
Tablet – Collapsible sidebar
Mobile – Bottom navigation with horizontal scroll

PDF Viewer

Integrated Viewing

View source PDFs within the application
Synchronized with chronology citations
Page navigation controls

Navigation

Page number display and input
Previous/next page buttons
Direct page jumping from citations

Context Panel

Resizable sidebar for research context
Shows relevant document excerpts
Highlights cited passages

Settings Pages

Account Settings

Located at Settings > Account:

Cookie preferences management
Password change via secure link

Team Settings

Located at Settings > Teams:

Team member list with roles
Pending invitations
Team switching

Billing Settings

Located at Settings > Billing:

Usage and charges
Payment method management
Billing history and invoices

Templates Page

Located at Templates:

List of team templates
Create, edit, delete templates
Template configuration interface

Integrations Page

Located at Integrations:

Available integrations with status
Developer tools and API keys
Coming soon previews

Notifications

Toast Notifications

Appear in corner of screen
Auto-dismiss after timeout
Color-coded by type (success, error, warning, info)
Clickable for more details

Types

Success (green) – operation completed
Error (red) – something went wrong
Warning (yellow) – attention needed
Info (blue) – informational message

Email Notifications

Processing completion alerts
Team invitation notifications
Retention warning emails
Billing notifications

In-App Status Updates

Real-time processing progress
Connection status indicators
Background operation updates

Common UI Patterns

Slideovers

Slide-in panels for editing
Used for sharing, details editing
Close by clicking outside or X button

Modals

Centered dialog boxes
Confirmation prompts for destructive actions
Cancel and confirm buttons

Dropdowns

Click to expand menus
Auto-close on selection
Keyboard navigation support

Loading States

Skeleton screens during data loading
Progress bars for file uploads
Spinners for quick operations

Empty States

Helpful messaging when no data
Call-to-action buttons
Illustrations for visual interest

Keyboard Shortcuts

Navigation

Escape – Close modals and slidevers
Tab – Move between form fields
Enter – Submit forms

Research

Enter – Send message
Shift+Enter – New line in message

Accessibility

Standards

WCAG 2.1 AA compliance target
Semantic HTML structure
ARIA labels for interactive elements

Features

Keyboard navigation throughout
Screen reader compatible
Focus indicators on interactive elements
Color contrast ratios maintained

Browser Support

Supported Browsers

Chrome (latest 2 versions)
Firefox (latest 2 versions)
Safari (latest 2 versions)
Edge (latest 2 versions)

Requirements

JavaScript enabled
Cookies enabled
Modern CSS support