Skip to main content
Creating a new patient case in MedMitra is a straightforward process that allows you to capture essential patient information and upload relevant medical documents for AI-powered analysis.

​
Overview

A case in MedMitra represents a complete patient record, including:
  • Patient demographic information (name, age, gender)
  • Doctor’s case summary and notes
  • Lab reports (PDF format)
  • Radiology images (JPEG, PNG, DICOM)
  • AI-generated insights and analysis

​
Creating a New Case

1

Navigate to Cases

From your dashboard, click on Cases in the navigation menu or click the New Case button on the dashboard.You’ll be directed to the cases list page where you can view all existing cases.
2

Click New Case

On the cases page, click the New Case button in the top-right corner to open the case creation form.
3

Enter Patient Information

Fill in the required patient details:
  • Patient Name (required): Enter the full name of the patient
  • Age (required): Enter the patient’s age in years (0-150)
  • Gender (required): Select from Male, Female, or Transgender
All three fields are required to create a case. The form will not submit without them.
{
  name: "John Doe",
  age: "45",
  gender: "Male"
}
4

Add Case Summary

In the Case Summary section, provide detailed information about the patient’s condition:
  • Chief complaint
  • Medical history
  • Current symptoms
  • Preliminary observations
  • Any relevant context
A comprehensive case summary helps the AI generate more accurate insights. Include as much relevant clinical information as possible.
The case summary field supports:
  • Free-form text
  • Multiple paragraphs
  • Medical terminology

Upload Medical Documents

MedMitra supports two categories of medical documents:

​
Lab Reports

  • Accepted formats: PDF, CSV
  • File size limit: 10 MB per file
  • Examples: Blood tests, urinalysis, metabolic panels
Click the Lab Reports upload area or drag and drop files directly.

​
Radiology Images

  • Accepted formats: JPEG, PNG, DICOM (.dcm)
  • File size limit: 50 MB per file
  • Examples: X-rays, CT scans, MRI images
Click the Radiology Images upload area or drag and drop files directly.
You can upload multiple files in each category. Files will be processed automatically after case creation.
6

Review Your Information

Before submitting, review all the information you’ve entered:
  • Patient demographics are correct
  • Case summary is comprehensive
  • All relevant files are uploaded
  • File types are correct for each category
You can remove any uploaded file by clicking the X button next to it.
7

Submit the Case

Once you’re satisfied with all the information, click the Create Case button at the bottom of the form.
The button will be disabled if required fields are missing or if a submission is already in progress.
After submission:
  1. The case is created in the database
  2. Files are uploaded to secure cloud storage
  3. AI processing begins automatically in the background
  4. You’re redirected to the cases list

​
What Happens After Creation?

Once you create a case, MedMitra’s AI agents immediately begin processing:
1

Initial Processing

  • Case record is created with status: processing
  • Files are securely uploaded to Supabase Storage
  • Processing task is queued in the background
2

Document Analysis

  • PDF lab reports are parsed using LlamaParse
  • Radiology images are analyzed by the Vision Agent
  • Structured data is extracted from all documents
3

AI Insights Generation

The Medical Insights Agent generates:
  • Comprehensive case summary
  • Structured SOAP notes
  • Primary diagnosis with ICD-10 code
  • Supporting evidence from documents
4

Completion

  • Case status updates to: completed
  • All insights are saved to the database
  • You can now view the complete analysis

​
Case Status Indicators

Cases can have different statuses:

Processing

AI agents are analyzing the documents and generating insights

Completed

Analysis is complete and insights are ready to view

Failed

An error occurred during processing (rare)

​
Form Validation

The case creation form includes built-in validation:
FieldValidation Rules
Patient NameRequired, cannot be empty
AgeRequired, must be a number between 0-150
GenderRequired, must select from dropdown
Case SummaryOptional, but recommended
Lab ReportsOptional, must be PDF or CSV, max 10MB
Radiology ImagesOptional, must be JPG/PNG/DICOM, max 50MB

​
API Implementation

Behind the scenes, case creation calls the FastAPI backend: 
const result = await caseApi.create(caseData, userId);
The endpoint can be found in backend/routes/case.py:43-127.

​
Best Practices

Include:
  • Chief complaint and presenting symptoms
  • Relevant medical history
  • Current medications
  • Vital signs and physical exam findings
  • Timeline of symptom onset
Avoid:
  • Overly vague descriptions
  • Missing critical context
  • Unrelated information
Best practices:
  • Ensure PDFs are text-readable (not scanned images without OCR)
  • Use high-quality radiology images
  • Remove any patient identifiers if required by privacy policies
  • Organize multiple files by date or test type
File naming:
  • Use descriptive names (e.g., blood-test-2024-03-01.pdf)
  • Include dates in filenames when relevant
  • Avoid special characters
Tips for better results:
  • Upload all relevant documents at once
  • Provide complete case summaries
  • Use standard medical terminology
  • Include lab reference ranges when available
  • Upload clear, well-lit radiology images

​
Troubleshooting

Common Issues and Solutions:

​
File Upload Failures

  • Problem: File won’t upload
  • Solutions:
    • Check file size is within limits (10MB for labs, 50MB for radiology)
    • Verify file format is supported
    • Check your internet connection
    • Try a different browser

​
Missing Required Fields

  • Problem: Can’t submit the form
  • Solution: Ensure Patient Name, Age, and Gender are all filled in

​
Form Freezes During Submission

  • Problem: Form becomes unresponsive
  • Solutions:
    • Wait for the submission to complete (may take time with large files)
    • Check browser console for errors
    • Refresh and try again
    • Contact support if issue persists

​
Next Steps

After creating a case:

View AI Insights

Learn how to review the AI-generated analysis

Upload More Documents

Add additional files to an existing case
Cases are automatically saved as you work. You can safely navigate away and return later to complete the form.

Build docs developers (and LLMs) love

Get started for freeTalk to us