IME Assistant Chatbot

Records Rocket includes a powerful, conversational AI agent designed to be your interactive research partner. The IME Assistant allows you to ask complex questions about the case in natural language and receive synthesized, evidence-based answers with direct citations to the source documents.

Core Capabilities

The assistant is built to be proactive and thorough. It can:

• Take Initiative: Understands the context of IME and performs multi-step analysis to provide comprehensive answers.
• Synthesize Information: Connects findings across different documents and timeframes to build a coherent narrative.
• Anticipate Needs: Proactively searches for information relevant to causation, Maximum Medical Improvement (MMI), work capacity, and treatment necessity.
• Cite Everything: Every piece of information provided is linked back to the exact page of the source document using (page://documentId-pageNumber) style links, ensuring full verifiability.

Available Tools

The IME Assistant has a suite of specialized tools to interact with the case data, which are invoked based on your query. Understanding these tools can help you formulate more effective questions.

Tool Name	Description	Best For
search_case_records	Searches across all documents in the case using multiple related keywords.	Initial broad questions, finding patterns, or when you're unsure where information resides.
search_specific_document	Performs a targeted search within a single document.	Deep dives into a specific report (e.g., an important operative note or prior IME).
get_specific_page	Retrieves the full, raw text of a single page.	Reading the full context around a search result snippet or reviewing a critical page.
read_whole_document	Reads the entire text of a document from start to finish.	Comprehensive analysis of a single, crucial document like a lengthy imaging report.
calculate_pulmonary_function	Calculates impairment class based on AMA guidelines using FEV1, FVC, and DLCO values.	Quantifying respiratory disability in pulmonology cases.

Example Usage

Here are some examples of how you can interact with the IME Assistant:

• Broad Question: "Summarize the claimant's treatment history for their lower back injury."

  • The assistant will likely use search_case_records with terms like ["lumbar", "low back", "L4-L5", "herniation", "MRI", "injection"] to build a comprehensive answer.

• Specific Question: "What were the findings in the MRI report from Dr. Smith on June 5, 2024?"

  • The assistant might first use search_case_records to find the document ID for that report, then use search_specific_document to analyze its contents in detail.

• Follow-up Question: "Show me the full page where the L4-L5 disc herniation is mentioned."

  • If a previous result returned a citation like (page://doc123-45), the assistant will use get_specific_page with that ID to provide the full context.