With DigitalOwl's Self-Serve portal, you can access high-quality medical summaries and chronologies in 24 hours or less. Here's some helpful information, including how-to guides to get started and frequently asked questions.

Use the Table of Contents to easily navigate through this page.

Table of Contents

▶︎ How to Upload a Case

Log in to the Self-Serve portal using this link: https://us.digitalowl.app/.

To upload a case, press the "Submit Case" icon in the left-hand sidebar.

Then select a Business Line from the drop-down list and enter the name of your case. Choose a name that's descriptive and clear, so you can easily find it in your case list using the search functionality.

Next, enter a Date of Loss. In the summary, we'll use this date to organize any impairments, conditions, or events in the records that existed prior to, or started after, the Date of Loss.

On the right side of your screen, drag or select the files you'd like to upload for your case. Each case can include multiple files, and we support PDF, TIFF, PNG, and JPEG file types.

When you're finished adding your files, press the "Submit Case" button to start the upload process.

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NOTE

Leave the page or tab open until the upload is complete.

▶︎ How to Add Additional Files to your Existing Case

From your portal, click the "Homepage" icon in the left-hand sidebar.

Find the case you'd like to add files to. Then go to the "Actions" column on the far right, and click the three vertical dots.

From the pop-up window, click "Add Additional Files."

When you are finished uploading any additional documents, click the "Upload And Process" button. Once the "Upload Completed Successfully" message appears, you can close the pop-up window.

Refresh your cases using the circular right-arrow button. The case "Status" will change from "In Progress" to "Completed" when it is finished. Your new summary will contain all of the newly added files.

▶︎ How to Download Case Notes

From the platform, select "Case Notes" in the left-hand sidebar. On the far right, click the "Download" icon. You can export each individual tab as a PDF or DOCX file, or export all tabs for the complete summary.

• PDF: Will contain links to all source pages in your case.
• DOCX: Will not include links or source pages.

After exporting, you will need to wait 5-10 seconds for the file to finish downloading.

In Google Chrome, a pop-up window will appear in the top-right corner, confirming the download is complete. Click the PDF file in the pop-up window to open it, or find it in the "Downloads" folder on your computer.

The name of the PDF file will be the Case Name you entered when you uploaded the files for your case.

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NOTE

By default, Google Chrome is set to download files to the "Downloads" folder on your computer. Any custom web browser settings may impact this. To locate the PDF file on your computer, search for the Case Name you entered when you uploaded the files for your case.

▶︎ FAQs

Here are the most commonly asked questions about our Self-Serve portal.

Platform

1. What languages and file types does your platform support?
   • We currently process documents in English. We are looking to expand our processing capabilities to additional languages, and will update our website when we do.
   • You can upload multiple files for each case. We support PDF, TIFF, PNG, and JPEG files.
2. How does DigitalOwl ensure data privacy and security while using AI?
   • Data security is our top priority, and at the core of everything we do. We understand the importance of privacy for you and your clients, which is why we are SOC2 Type II, HIPAA, and GDPR compliant. We also offer a Business Associate Agreement (BAA) to customers and covered entities to meet HIPAA regulations.
   • To further uphold our commitment to protecting client data, we securely store the medical records you upload to our Self-Serve portal, and you can manually delete your data at any time.
   • Visit Trust at DigitalOwl to learn more.
3. How long does it take DigitalOwl to generate case insights?
   • For our Self-Serve portal customers, we can typically provide case insights within 24 hours. The exact turnaround time may vary based on the volume and complexity of the records that you upload.

Free trial

1. How does the 14-day free trial work?
   • Your Self-Serve portal trial starts the day you sign up (Day 1), and is valid for 14 consecutive days. You may not sign up for multiple free trials.
   • During your trial, you’ll be able to access key features of our platform, and upload up to 6,000 pages of medical records at no cost! After the trial ends, your subscription will automatically renew at the monthly rate of the plan you selected when you signed up.
2. How do I cancel my free trial or subscription plan?
   • You may cancel your free trial or subscription plan at any time in your account settings. If you cancel during the free trial period, you won’t be charged when the trial ends.
   • If you cancel during your subscription period, your plan will remain active until the end of your current billing cycle. You'll be charged for your plan and any additional pages at that time, and after that, no further charges will apply.

Subscription plans

1. What Self-Serve portal subscription plan is best for me?
   • Choosing a subscription plan depends on the number of pages you typically process per month and the size of your team. No matter which plan you choose, we’re here to help as your business grows!
   • The Essential plan is ideal for smaller teams with low case volumes who are just starting out or want to give our platform a try.
   • The Pro plan is suitable for mid-size teams with higher case volumes, and offers additional seats and features (on top of what’s provided in the Essential plan).
   • The Premium plan is designed for larger teams with increasing case volumes, and offers additional seats and features (beyond the Pro plan).