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Product Update - Medical AI Document Panel

· 6 min read
Simon Waters
Senior Technical Lead

Medical AI Document Panel​

For customers participating in the Medical AI trial programme, the Claim page now features a dedicated Medical AI document panel — a purpose-built home for generating and managing AI documents on a claim.

When the MedicalAiDocumentPanel feature flag is enabled on a claim, the standard Documents Panel is replaced by the Medical AI panel. The new panel shows the same document list and upload dropzone, but with distinct AI branding — an AI purple top border and the AI agent flash icon in the accordion heading. These changes apply only to claims where the flag is enabled; all other customers see no change.

What's changing?

  • Dedicated Medical AI panel: the Medical AI document panel replaces the standard Documents Panel on the Claim page for claims with the flag enabled, making it immediately clear where AI document work happens.
  • 'Generate with Medical AI' button: the standard 'Generate Document' and 'Add External Resource' buttons are replaced by a single 'Generate with Medical AI' button styled in AI purple.
  • Accordion open by default: the Medical AI panel's accordion expands automatically when the feature flag is enabled, so it is ready to use without an extra click.

What stays the same?

  • The standard Documents Panel is shown as normal for all claims where the feature flag is not enabled.
  • All existing document permissions, virus scan rules and workflows are unchanged.
  • Documents remain accessible from the Documents tab, document manager and team task pop-out.

The benefit?

  • A visually distinct, purpose-built area for AI document work — clearly separated from standard document management.
  • Immediately visible on the Claim page with no extra navigation required.

Generate with Medical AI off-canvas​

Clicking 'Generate with Medical AI' opens a new, purpose-built generation panel — separate from the standard document generation off-canvas — with a filtered document type selector and auto-preselection when only one type is available.

The new off-canvas is branded with the AI agent flash icon in its title bar and limits the available options to AI Document Generation templates only, keeping the form focused on the task.

What's changing?

  • New generation panel: a dedicated 'Generate with Medical AI' off-canvas opens when the button is clicked, separate from the existing 'Generate Document' flow.
  • Filtered document type selector: the selector is labelled 'Document type' and shows only AI Document Generation templates — HTML-to-PDF and PDF form-filling templates are excluded.
  • Auto-preselection: if only one document type is available for the workflow, it is selected automatically, removing a step in the most common case.
  • Branded title bar: the AI agent flash icon appears in the title bar for visual consistency with the Medical AI panel.

What stays the same?

  • The standard 'Generate Document' off-canvas for non-Medical-AI claims is completely unchanged.
  • Document name field and token selector behaviour are consistent with the existing off-canvas.

The benefit?

  • Fewer clicks to generate an AI document when your workflow has a single template configured.
  • A consistent AI-branded experience from the document panel through to generation.

A simpler add claim form​

Adding a new claim contact is now easier for all dashboard users — the form opens with just the essential fields, with a one-click option to expand for full details when needed.

The contact type question has been simplified for everyone, and Medical AI trial customers benefit from further streamlining around email handling.

What's changing?

  • Clearer contact type options: the question 'Is the administrator an existing contact in the system?' is removed. The Yes/No radio buttons are replaced with two clearly labelled options: 'Existing contact' and 'New contact'. This applies to all dashboard users.
  • Basic fields first: when adding a new contact, only first name and last name are shown initially. An 'Add full details' link expands the form inline to reveal all remaining contact fields.
  • Email handled automatically in trial mode: when Medical AI trial mode is enabled, the email address field is hidden and a unique address is generated automatically in the background — you do not need to enter one.

What stays the same?

  • When Medical AI trial mode is disabled, the email field is visible and required as before.
  • All existing validation, contact creation behaviour and data are unchanged.
  • The expanded form provides the same full set of fields as the current form.

The benefit?

  • A faster path to creating a claim when only basic contact information is to hand.
  • Less unnecessary question text and fewer visible fields on first view.

Auto-assign case handler on claim creation​

When you create a claim from the dashboard, you are now automatically set as the assigned case handler — no separate assignment step needed.

Previously, a case handler had to be assigned manually after a claim was created. This step is now handled automatically at the point of creation. For Medical AI trial customers, this also means AI document generation can start immediately without waiting for the assignment to be made.

What's changing?

  • Automatic assignment: the user who creates a claim via the dashboard is immediately set as the case handler for that claim.

What stays the same?

  • Claims created via the API or importer are not affected — automatic assignment applies to dashboard creation only.
  • If a case handler is already assigned at the point of creation, the existing assignment is not overwritten.
  • All existing case handler permissions and reassignment flows are unchanged.

The benefit?

  • One fewer manual step after creating a claim.
  • AI document generation workflows can proceed straight away, without waiting for a case handler to be assigned.

Polish and improvements​

A small number of refinements ship with this release:

  • Persistent document generation notification: the notification that appears when a background AI document generation job completes is now sticky — it stays on screen until dismissed, so you won't miss it if it fires while you are working elsewhere in the dashboard.
  • Smoother case navigation: we've fixed an issue where switching between claims could briefly show stale data from the previous claim, or trigger unexpected API calls when navigating back to the dashboard.

Info and Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.