Case Facts are key pieces of information extracted from documents essential for understanding and managing a case. These facts include critical details such as dates, decisions, medical evaluations, conditions, claims, parties involved, and other relevant data points that provide a clear and comprehensive view of the case. In CaseScribe, we highlight three key components of Case Facts:
Facts: The main piece of information or event relevant to the case.
Page Number: The specific page in the document where the fact is found.
Date: The date associated with the fact, providing a timeline of events.
Tags: Tags are applied to facts to make it easier to group themes like conditions or actions required
Fact Extraction of Documents
After classifying documents into their correct types and classifications, review those in the "Needs Review" category that the system identified as "Unable to extract facts. Please process manually." Open each document and determine why facts were not extracted. Common reasons include:
The document does not contain any relevant information.
The document is blank.
The document is misclassified.
The document is not editable, is an image, or has other factors preventing the system from extracting information.
Fact Extraction Verification
If a document does not contain any relevant information to be indexed, you may leave it as it is. Some documents require fact extraction, but the system may fail to do so. If a document contains important information but facts were not extracted on the first attempt, try extracting again:
Click "Restart AI" on the right side of the document that needs to be processed again.
Click the button one at a time.
Sometimes the system may successfully extract text on the second attempt, but this is not guaranteed.
How to Add and Edit Facts
If the AI fails to extract facts from a document, manually enter the necessary information:
Open the document and click "Add Fact" on the right side.
Fill in the fields for "Fact Text", "Page Number," and "Fact Date."
You can also add tags.
Adding Multiple Entries of Facts from a Single Document
You can add multiple entries of facts separately from the same document. Follow these steps:
Open the document.
To add a separate fact:
Option 1: Highlight the relevant information in the document, then click "Add Fact."
Option 2: Click the “Add Fact” button in the upper right corner of the PDF viewer, then fill in the necessary information.
Revising Facts Using the Case Facts Tab
You can also double-check and edit all facts generated by the system and users directly in the Case Facts Tab. You can edit the following fields to reflect the correct information:
Fact Date
Fact
Tags
Comments
You can also edit facts while viewing the PDF. Click the document icon to open the PDF viewer, then click the three-dot symbol on the generated fact and select "Edit."
Commonly Asked Questions
What is the difference between a fact date and a document date?
Document Date: The date when the document itself was created, signed, or received. In CaseScribe, it is the date noted by the VA in the filename of the document.
Fact Date: The specific date associated with the event or piece of information extracted from the document. Some documents may have similar dates for the fact date and document date.
How do I know which case facts are created by AI vs. a user?
To check which facts are created by AI and which by users, click the "Source" button in the Case Facts Screen to apply filter.