Practitioner workflows
CaseWise gives practitioners a disciplined way to search clinical experience: describe the presentation, inspect matching clinical and Classical Case Studies, compare journeys and formulas, then use synthesis only when the retrieved evidence is worth building on.
Primary workflows
Each workflow starts with a clinical intent, then brings the library forward in a form that can be checked before interpretation is accepted.
01
Describe the presentation naturally, then add condition, pattern, symptom, formula, herb, or outcome filters only when the search needs tightening.
Outcome: The search begins from the practitioner question instead of a rigid intake form.
02
Use semantic retrieval where available, with structured clinical field matching as a fallback, to surface clinical cases and Classical Case Studies from the library.
Outcome: A shortlist with retrieval context, match scores, case type labels, and signals that explain why each case appeared.
03
Review excerpts, condition, pattern, case type, and match context before opening the full record or requesting a drafted answer.
Outcome: Source evidence stays ahead of generated interpretation.
04
Open longitudinal views to follow presentation, treatment direction, formula changes, patient response, and outcome across visits.
Outcome: A clearer view of how the reasoning changed as the case developed.
05
Use formula evolution to inspect visit-level formula text, parsed herb and dose rows, herb changes, treatment rationale, and outcomes.
Outcome: Repeated choices, exceptions, and context-dependent formula decisions are easier to discuss.
06
Open side-by-side comparisons to examine presentation, diagnosis, formula strategy, response, and outcome against a selected historical record.
Outcome: Similar cases can be compared without flattening their clinical differences.
07
Choose Find cases + draft answer when a synthesis is useful and there are source cases worth grounding it in.
Outcome: A cautious, source-linked draft that supports reflection without replacing practitioner judgement.
08
Save useful syntheses with practitioner notes, source links, cautions, teaching use, or follow-up questions.
Outcome: Clinical reasoning can be revisited for supervision, audit, teaching, or later patient review.
09
Enter the case in the workspace, import a CaseWise DOCX template, add supporting files, and request clinical guidance once the foundation is saved.
Outcome: Cases can move from working notes to cleaner records without losing the source context.
10
Publish appropriate shared clinical cases, manage global Classical Case Studies through the same upload workflow, and refine learning metadata for future search and teaching.
Outcome: The library becomes more useful over time while preserving the difference between private, institutional, shared, and Classical Case Studies.
Responsible use
Matched cases, excerpts, and retrieval notices should be reviewed before relying on a synthesis or comparison.
CaseWise can reveal patterns, precedents, and contrasts; final interpretation remains a practitioner responsibility.
Access and trust
The product foregrounds matched records, excerpts, and retrieval context before a practitioner asks for a drafted synthesis.
Private, institutional, shared, and Classical Case Study material keeps its identity so source and access context remain legible.
Saved syntheses and notes can be revisited for teaching, supervision, audit, or later practitioner reflection.