Practitioner documentation
CaseWise helps practitioners work from comparable source cases rather than isolated notes. These use cases describe how the practitioner workspace supports clinical retrieval, classical source review, patient journeys, formula evolution, cautious AI synthesis, casebook entries, and a library that improves as records are curated.
Primary workflows
Each workflow starts with practitioner intent, then uses the case library to provide evidence that can be inspected before any synthesis is accepted.
01
Describe the presentation in natural clinical language, or narrow the search with condition, pattern, symptoms, formula, herbs, or outcome filters.
Outcome: A query that reflects the practitioner question without forcing the user into a rigid data-entry workflow.
02
Use semantic retrieval where available, with structured clinical field matching as a fallback, to surface clinical cases and classical sources that may be relevant.
Outcome: A shortlist of source cases with match badges, scores, context, and source-type markers that explain why each result is shown.
03
Read visible excerpts, condition, pattern, source type, and match context before opening the full case record.
Outcome: A safer review step that keeps source evidence ahead of generated interpretation.
04
Open longitudinal patient journeys to follow presentation, treatment direction, response, and outcome across visits.
Outcome: A clearer view of how reasoning and patient response developed over time.
05
Use the formula evolution visualizer to review visit-level formula text, parsed herb and dose rows, herb changes, treatment rationale, and visit outcomes.
Outcome: A practical way to see repeated formula choices, exceptional choices, and where clinical context changes the interpretation.
06
Open a side-by-side comparison of the current query and a selected historical record.
Outcome: A practical comparison of presentation, diagnosis, formula evolution, response, and outcome.
07
Choose Find cases + draft answer when a synthesis is useful, after confirming there are source cases worth grounding it in.
Outcome: A cautious, source-linked synthesis that supports reflection without replacing practitioner judgement.
08
Keep useful syntheses with practitioner notes, source links, cautions, teaching use, or follow-up questions.
Outcome: A reusable casebook record for supervision, later review, or continued clinical reasoning.
09
Open shared clinical cases and global classical source records when a broader learning or reference context is useful.
Outcome: Practitioners can inspect curated source material without confusing it with private institutional case ownership.
10
Create cases, check review status, refine clinical fields, publish appropriate shared cases, and maintain the library so future searches are more useful.
Outcome: Cleaner records that support practitioner search, comparison, teaching workflows, and human-reviewed learning controls.
Responsible use
Matched cases should be read in context before relying on a generated synthesis or comparison.
CaseWise can reveal patterns and precedents, but final interpretation remains a practitioner responsibility.