Filters and sorting tools in CaseScribe help you review documents and facts more efficiently especially in large or complex cases. Both the Documents tab and the Facts tab include powerful filtering and sorting options. While they work in similar ways, each tab offers features tailored to its purpose.
1. Filters and Sorting in the Documents Tab
The Documents tab is designed to help you review, organize, and verify documents after AI processing.
Document Groupings
Documents are automatically grouped based on their processing status and role in the case. Common groupings include:
Documents with no extracted facts
Documents with missing facts
Agency documents
Documents grouped by name
Other AI-driven categories
These groupings provide a quick snapshot of where each document stands in the review process.
Quick Filters and Display Toggles
In the upper-right corner of the Documents tab, you’ll find quick filters:
Name – Search using the original VA file name
Type – Filter by document classification (for example, agency records, JD documents, or C&P exams)
Date – Filter by the year the document was received by the VA
In the upper-left corner, you’ll see two toggle options:
Show Display Name
On: Displays the document number along with its type and subtype
Off: Displays the original file name
Doc Grouping
On: Documents appear grouped by category
Off: All documents appear in a single list
Advanced Document Filters and Sorting
Click Show Filters and Sort to open the left-side panel for advanced options.
From this panel, you can:
Sort documents by newest or oldest
Filter by document type or specific subtypes
Filter by document status:
Processed
In process
Needs review
Filter by document source (the upload batch name)
Filter by verification status (verified or unverified)
Filter by document date (VA receipt date)
Choose to view all documents or only hidden documents
2. Filters and Sorting in the Facts Tab
The Facts tab is focused on reviewing and analyzing extracted facts.
Fact Views
The Facts tab includes two main views:
Key Facts
Highlights the most important facts in the case and provides a high-level summary.All Facts
Displays every extracted fact from all documents, including medical records, service records, and evidence.
You can choose which view loads by default in Profile Settings, located in the lower-left corner of the screen.
Grouping Facts
In both views, grouping options appear in the upper-right corner:
Group by Document – Organizes facts by document file name
Group by Date – Displays facts in a timeline based on the fact date (not the VA receipt date)
Group by Tag – Organizes facts by assigned tags
Advanced Fact Filters and Custom Views
Click Show Filters and Sort in the Facts tab to open the left-side panel.
From here, you can:
Sort facts by latest or oldest
Create custom views by combining filters and grouping options, then saving them for reuse
You can filter facts by:
Document type or subtype
Assigned tags
Document status
Upload source
Verification status (verified or unverified)
Facts that include comments
Grouped or non-grouped view
Fact creator (system-generated or user-created)
Clearing Filters and Sorting
To reset everything and return to the default view, click Clear All. This removes all active filters, sorting, and grouping options.
How Filters Affect ASK AI
Filters and sorting directly affect what is sent to the ASK AI chatbot.
No filters applied:
ASK AI reviews all available facts, within system limits.Filters applied:
ASK AI uses only the facts and documents included in your filtered view.
Applying filters before using ASK AI helps:
Narrow the AI’s focus
Improve response accuracy
Produce more relevant results in large cases
Summary
Filters and sorting in CaseScribe give you precise control over how documents and facts are displayed and reviewed. By combining grouping, filtering, sorting, and custom views, you can move through cases more efficiently and ensure ASK AI works with the most relevant information.