How to add files to an existing summary

File Requirements

• Format: Files must be in PDF format.
• Content: Only medical records are eligible for summarization. Other documents like police reports, bills, or insurance claims can remain in the upload but will not be summarized.

Steps to Upload

1. Log in: Access your account at https://app.parrot.us/medical-records.
2. Find the relevant summary under “Recent Summaries”. From here there are two ways to add records: 

   1. Click on the 3 dots and choose “Add records to summary”

      

   2. Click into the relevant summary and click “Add records to summary”.

      

3. Drag and drop or import your files. 

4. Pricing: The estimated price is based on the total number of pages uploaded.

5. Generate Summary: Click the Generate medical record summary button.

6. Payment: Enter your payment information, if not previously saved.

Access New Records

1. Processing: while the new records are being processed, you’ll see an updated status on the home page, as well as when you click into the summary.  
   1. Home page: your summary will have a status of “Processing - Newly added records” in the Recent Summaries side bar 
   2. Summary viewer: you will see the following message: “Please note: Newly added medical records are still being processed and are not yet included in this summary."
2. Email notification: once your new records have finished processing, you will receive an email notification. 
3. View new records 
   1. Click into the relevant summary 
   2. The default view shows all records
   3. To view only new or a particular set of records, use the “Source” filter to select the set of records you’d like to view. Learn more about filters here.

Note: if you uploaded records from the summary viewer screen, refresh the page to view the additional records.