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

To upload a single case (i.e., all documents are related to one patient), press the "Submit Case" button in the left-hand sidebar.

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

You will also be able to enter a Date of Loss. We'll use this date in the summary as a key decision date, and present any impairments, conditions, or events that existed prior to, or started after, the Date of Loss.

On the right half of the screen, drag or select the source document 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

Make sure to leave the page/tab open until the upload is complete.

▶︎ How to Download Case Notes

From the platform view, select "Case Notes" in the left-hand sidebar. Click the three vertical dots to the far right, and select "Download" from the drop-down menu.

After clicking "Download," you will need to wait up to 15 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 your medical records.

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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 your medical records.

▶︎ 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 only store the medical records you upload to our Self-Serve portal for 30 days, 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).