ChartInsight July 2026: Harder Questions, Worked Across the Whole Record

TL;DR

• The AI Assistant for Records is now agentic: it can now search that record, open the specific pages it wants to read, and pull from the record's chronology/vitals/medications/summary/custom sections.
• It can run several searches and page reads in one turn, so a question doesn't have to be narrow enough for a single search to catch.
• Also shipped: print a single record page or a full highlighted page range from the viewer, and sign-in verification codes by text message.

What's new?

Harder questions, worked across the whole record.

Asking a question about a record used to work in one pass. ChartInsight assembled the passages that looked most like your question and answered from those. That is fine for "what medications was the applicant on?" It is weaker on "how did the treating physician's findings change after the second MRI?", where the answer sits on a dozen pages that never use the same words.

The AI Assistant on a record now works with tools instead of a single lookup. It searches the record, retrieves the specific pages it wants to read, and can consult that record's chronology, vitals, medications, summary, and custom sections. What it finds shapes what it looks at next, and it can keep searching and reading for several rounds before it composes an answer. If your team has reference documents loaded, it can search those and pull individual pages from them in the same turn.

What that gets you:

• Multi-part questions in one turn. Because the Assistant can combine searches, page reads, and the record's structured sections, a question that compares dates, visits, or two parts of the record no longer has to be broken into three narrower questions first.
• Its work is visible. While it runs, an activity disclosure streams each step: Searching medical record, Reading medical record pages, Reading chronology, Reading vitals. When the answer lands, that control reads "Thought for …", and the individual steps stay there to open.
• The scope stays this record. The Assistant's sources are the record in front of you plus the reference documents your team can see.
• Older conversations still open and read the way they did before.

As always, ChartInsight organizes and cites the record. The findings stay yours to interpret and defend.

Changelog

A few smaller things shipped alongside it. More in the attorney and paralegal playbooks.

Record review

• Print one page, or the whole highlighted range. When the page you print sits inside a highlighted page range, such as the range a multi-page citation just opened, the viewer asks What do you want to print? and offers that page on its own or all pages in the range. Printing anywhere else still goes straight to the single page. Useful when a deposition exhibit is four pages of a 3,000-page record.
• A clearer state for records with nothing to generate. Once processing finishes, if nothing could be extracted from the uploaded files, the record now says so and points you to the original files under Documents, to Search, and to the AI Assistant, instead of leaving you on an empty Vitals or Medications page.

Account security and sign-in

Relevant to anyone handling records under a protective order. See also medical-legal practice and notes for attorneys.

• Text-message verification codes. If a U.S. phone number is on your account, sign-in verification can be delivered by SMS as well as email, and you pick which. Accounts with email only keep the old behavior: the code sends on its own when you reach the verify screen.it