> For the complete documentation index, see [llms.txt](https://docs.unitlab.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unitlab.ai/documentation/multimodal-annotations/medical-study-and-clinical-document.md).

# Medical study and clinical document

Use a medical Data Group when imaging, synchronized projections, sequences, and supporting clinical documentation must stay together. The active medical editor creates geometry and clinical values; document panels preserve report, page, and contextual evidence.

## See the medical workflow

{% embed url="<https://homepage-files.s3.us-east-2.amazonaws.com/hero-videos/hero/auto-labeling-4.mp4>" %}

![Synchronized axial, coronal, sagittal, and 3D DICOM views](/files/mwB1JcWbVojXdn4tU3V3)

*One study remains available across complementary views while the active editor controls annotation.*

## Design the case

Include only the sources allowed by the project’s privacy and access policy. Define:

* the study and series identity;
* which DICOM views or sequences belong together;
* which report or clinical document provides supporting context;
* whether the document is evidence, ground truth, or a source for separate labels;
* the clinical ontology and required properties;
* the specialist review and escalation path;
* redaction or de-identification requirements.

## Work through the group

{% stepper %}
{% step %}

#### 1. Confirm case identity

Verify the study, series, document, and project-safe identifiers before viewing or annotating protected data.
{% endstep %}

{% step %}

#### 2. Inspect synchronized imaging

Navigate axial, coronal, sagittal, 3D, or sequence views to understand the finding in full context.
{% endstep %}

{% step %}

#### 3. Consult the clinical document

Open the relevant report page or text window. Keep a clear distinction between a visible finding and an interpretation stated in the document.
{% endstep %}

{% step %}

#### 4. Create the clinical annotation

Activate the medical view, choose the ontology class, create geometry, and complete visible-morphology properties.
{% endstep %}

{% step %}

#### 5. Add governed context

Use Item Properties or relations for study-level and cross-source information. Do not copy free text into structured values when the ontology requires a controlled choice.
{% endstep %}

{% step %}

#### 6. Specialist review

Inspect cross-view extent, sequence continuity, document consistency, uncertainty, validation, and provenance before routing the group to approval.
{% endstep %}
{% endstepper %}

## Clinical quality boundary

{% hint style="warning" %}
Supporting documentation can inform review, but the project must define whether a label represents image evidence, a clinician’s interpretation, or a combined adjudicated result.
{% endhint %}

Preserve study and series identity, source document and page, geometry, clinical properties, relations, reviewer provenance, ontology version, and group membership in downstream dataset versions and releases.

## Next steps

* Read [Medical Annotation](/documentation/annotations/medical-annotation.md) for DICOM and synchronized-view tools.
* Read [Document & PDF Annotation](/documentation/annotations/document-and-pdf-annotation.md) for native document behavior.
* Use [Multimodal overview](/documentation/multimodal-annotations/multimodal-overview.md) for group and active-panel rules.