ChartInsight™ processes each record, then consolidates all of them inside the matter: one chronology, one summary, one vitals timeline, one medication list. Every claim cites its source record and page.
Upload each provider’s documents as its own record: PDFs only, up to 2GB per upload, no pre-processing. Keep records clean with treating-provider material, and add the case documents, like depositions and QME reports, to the matter beside them.
Each record moves through a multi-stage AI pipeline: OCR built for scans and handwriting, structure indexing, focus analysis against your instructions, then generation of the summary, chronology, vitals, medications, and custom sections. You watch progress live.
One chronology spans every source record. Click any claim and the built-in PDF viewer opens the exact page, no app-switching. Edit extractions inline, mark relevance, and revert to the original AI value any time.
Download editable DOCX or branded PDF with page citations preserved. Share the matter privately, team-wide, or with specific users. And ask the AI Assistant questions that span the records and the case documents, with cited answers.
A record holds one provider’s original documentation. The matter holds every record on the case plus the documents around it: the QME report, the deposition, the pleadings. Inside the matter it becomes one consolidated view, and every claim in it still points back to the page and the record it came from.
One combined chronology, one narrative summary, and aggregated vitals and medications across every record on the case.
Partial tear of the supraspinatus tendon, right shoulder, with no spinal fracture or herniation observed. page 14
“MRI (01/15/2024): Partial tear of the supraspinatus tendon in the right shoulder. No spinal fractures or herniations observed.”
Open the citation and that page renders in ChartInsight™, with the record it came from named on top. Nothing is exported to another viewer to check a number.
One provider, original documentation only.
The records, plus the case around them.
Records stay clean, so every summary, chronology, vitals timeline, and medication list is built from primary medical evidence. The moment you want to add a deposition or a QME report, that is the signal to work in the matter.
Four purpose-built capabilities for medical record review. Every one of them built around the live citation.
Click any chronology entry, summary sentence, vital, or medication and the source page opens to exactly where that fact came from. No copy-paste, no lost context.
A nine-section narrative your team can hand to a partner, expert witness, or adjuster. Sections cover Overview, Key Diagnoses, Key Test Results, Treatment Plan, Return to Work, and more. Every claim cited inline to the source page.
L4-L5 disc bulge with foraminal stenosisp.27; lumbar radiculopathyp.31.
Vitals and medications come pre-extracted on every record. Templates compose the rest, slotting in reusable custom analysis from the prompt library. Every record of the same type comes back the same way.
| Date | BP | HR | O₂ | Pain |
|---|---|---|---|---|
| 11-14-19 | 142/96 | 102 | 97 | 7 |
| 12-12-19 | 138/92 | 88 | — | 7 |
| 02-03-20 | — | 78 | — | 6 |
| 04-22-20 | 132/84 | 76 | 98 | 5 |
| 09-15-21 | 128/82 | 74 | 98 | 4 |
| 03-08-22 | 126/80 | 72 | 99 | 3 |
Every generated output exports as editable DOCX or PDF with page citations preserved. Open any record and a research assistant sits right there. Ask a question about that record and get a cited answer that points back to the source pages.
See the citation flow on a John Doe record. We'll walk through the chronology and answer the security questions your team needs to clear.
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