Medical Overview Alert not appearing when medical records uploaded in Eve

Overview

This article resolves cases where the Medical Overview Alert does not appear in Eve after uploading medical documents to a matter. This typically occurs when documents are misclassified, the matter type excludes medical workflows, or a previous alert was dismissed without regenerating the Medical Overview. When this happens, you may miss the opportunity to structure medical records properly and Eve's medical analysis capabilities will be limited.

Before You Start — Diagnosis

Confirm the following before attempting any fixes:

• New documents were uploaded to the matter after the most recent Medical Overview (or no Medical Overview has been run yet)

• The documents uploaded are medical records (not correspondence, discovery, or other document types)

• You are viewing the matter details page where the alert should appear

• The matter type supports medical workflows (typically Personal Injury matters)

Fixes

Possible Cause: Eve did not classify the uploaded documents as medical records

Cause: Eve's automatic document classification may not have recognized the uploaded files as medical records. This can happen with unusual file formats, scanned documents with poor image quality, or documents that combine medical and non-medical content.

Steps:

1. Open the matter and navigate to the documents section

2. Review the document type labels assigned by Eve to the recently uploaded files

3. If documents are labeled as "Other" or a non-medical category, manually reclassify them by selecting the document, choosing "Edit", and updating the document type to the appropriate medical record category

4. Return to the matter details page after reclassification

Expected Outcome: The Medical Overview Alert should appear within a few moments after the documents are reclassified as medical records.

Possible Cause: The matter type does not trigger Medical Overview alerts

Cause: Medical Overview Alerts only appear for matter types where medical analysis is relevant. If the matter is classified as a type that doesn't typically involve medical records (such as employment disputes without injury claims), Eve will not show the alert even when medical documents are present.

Steps:

1. Open the matter details page

2. Check the matter type field at the top of the matter

3. If the matter type is not Personal Injury or another medical-relevant category, update it by selecting "Edit Matter" and choosing the correct matter type

4. Save the changes and refresh the matter details page

Expected Outcome: If the matter type is corrected to a medical-relevant category and medical documents are present, the Medical Overview Alert should appear immediately.

Possible Cause: A previous Medical Overview Alert was dismissed without regenerating

Cause: If a Medical Overview Alert was previously dismissed (closed without taking action), Eve may not automatically show it again until additional new medical documents are uploaded. The system assumes the user made an intentional choice to skip the Medical Overview at that time.

Steps:

1. Navigate to the matter details page

2. Scroll to the Medical Overview section (even if no alert is visible)

3. Look for a button or link to manually trigger "Generate Medical Overview" or "Regenerate Medical Overview"

4. Click the button to initiate the Medical Overview workflow

5. Follow the guided setup to select which documents to include

Expected Outcome: The Medical Overview will begin processing and you will see a loading indicator with clear status. Once complete, the Medical Overview will be current and the alert logic will reset for future uploads.