Document Summary Table 101: A One-Page Starter You Can Reuse

What is a “document summary table”?

A document summary table is a one-page grid that captures essential facts from records, depositions, or provider files - paired with direct citations so anyone on your team can verify quickly. It keeps review consistent, accelerates fact-pattern work, and prevents re-reading long PDFs.

What a summary table does

A good summary table gives you:

• A consistent way to review high-volume documents
  
• A fast path to verification using source-based citations
  
• A scannable view of dates, events, providers, and issues
  
• A clean structure partners can trust during case prep
  

It’s built for litigation workflows, not court filings - so it focuses on clarity, citations, and efficient review.

The minimum fields you need

To keep adoption simple and the table usable across matters, include:

1. Date - event or record date
   
2. Source - document name + page or page:line reference
   
3. Provider / Personnel
   
4. Event / Fact - short, objective description
   
5. Issue Tag - e.g., causation, treatment, damages, credibility
   
6. Next Action - follow-up, confirmation, or request
   

These match the core elements used in Dodon.ai’s medical record chronology and deposition summary outputs.

If your workflow requires billing amounts, codes, or facility details, treat them as optional extensions—not core fields.

A simple one-page starter layout

Use this structure as your standard template:

Columns:

• Date
  
• Source (Doc + Page/Line)
  
• Provider / Personnel
  
• Event / Fact
  
• Issue Tag
  
• Next Action
  

Keep each entry short. Save longer explanations for narrative memos or partner notes.

How this aligns with Dodon.ai’s export options

‍

Your summary table matches Dodon.ai’s default chronology table format. Inside the export settings, you can:

Choose format

• Table
  
• Narrative Chronology (toggle)
  

Show or hide citations

Citations are on by default. You can turn them off if needed.

Include indexes

• Providers
  
• Personnel
  
• Diagnoses
  
• Events
  

Add matter information

• Matter name
  
• Matter number
  

Add branding

• Logo in header
  
• Logo in footer
  
• Contact information (optional)
  

Cover page (optional)

Add a branded cover page summarizing key matter details.

Exports

The interface supports PDF and DOCX.
(If your workspace has XLSX enabled, confirm internally.)

When to use a summary table

Use the table when you need to:

• Triage new documents
  
• Build a timeline
  
• Spot-check events and citations
  
• Review with partners
  
• Prep for depos, IMEs, or motions
  

Switch to narrative when preparing:

• Client updates
  
• Briefing outlines
  
• Medical case theory summaries
  

Dodon.ai lets you export either style from the same review set.

How to build yours inside Dodon.ai

1. Upload your records or transcripts into a Matter
   
2. Run Medical Record Summary or Deposition Summary
   
3. Review and adjust entries directly in table view
   
4. Open Export Settings:
   
   • Keep citations on
     
   • Select any indexes you want
     
   • Add matter info or branding as needed
     
   • Choose table or narrative format
     
     
5. Click Download Summary

For more, visit:

• AI Medical Record Summaries & Chronologies
  
• Pricing
  

Build your next summary table inside Dodon.ai -> try it now at app.dodon.ai

‍