Smarter AI medical records summary for claims, legal, and insurance teams

Turn claim documents, including medical records, into defensible summaries. Wisedocs medical record summary AI helps adjusters, legal professionals, and medical examiners process vast claim data sets faster. With expert oversight, summaries help teams deliver accurate, defensible decisions - without the rounds of edits.

Trusted by leading health & insurance innovators

AI trained on over 100M claim documents, built to find insights

Effortlessly organize, analyze, and summarize medical records and claim documents with Wisedocs. Our medical records AI analyzes full claim packets and medical files to surface treatment history, provider data, and key insights.

Accurate claim summaries, backed by human oversight

Wisedocs streamlines the end-to-end review of claim documents, leveraging AI to  summarize medical records and leveraging human experts with medical backgrounds for further validation.

Objective summaries backed by human, clinical QA

Over 100 document-specific summary models trained to ensure all outputs are clinically relevant and concise — all searchable, exportable, and backed by clinical QA (our team).

Summaries trained on over 60,000,000 Claim Documents

Effortlessly organize, analyze, and summarize claims documents with Wisedocs

Accurate claim summaries, backed by human oversight

Wisedocs extracts key details from claim documents, automating sorting and analysis with AI while ensuring accuracy through human oversight.

Objective summaries backed by human, clinical QA

Wisedocs extracts key details from claim documents, automating sorting and analysis with AI while ensuring accuracy through human oversight.

Turn complex claim documents into a clear, concise AI medical record summary

Configure summaries to match the case - from policy files to medical records

Pull policy details, provider interactions, and injury insights using templates tailored to the document type - no manual searching needed.

Screenshot of a treatment extension request from Iowa Physiotherapy & Sports Injury Clinic dated January 20, 2013, detailing a post-op left Achilles repair with plan for 9 treatments focusing on motion, swelling, cast removal, and gait correction.
Automated, claims-specific formatting

Wisedocs uses formats like SOAP (Subjective, Objective, Assessment, Plan) to surface details from claim documents and medical records - including diagnostics, history, work status, and more.

Provides linkable citations

Every summary is hyperlinked to its original document, giving you a reliable, traceable output. No jumping between systems.

Table showing a progress note dated June 6, 2024, authored by Eric Clark D.O., describing a 48-year-old male's headache symptoms following an auto accident, including fatigue, memory loss, and dizziness.
Email notification from no-reply@wisedocs.com on March 14, 2025, informing John Doe that medical chronology and summaries for case #WD - 123445 are ready to review, with a button to view the document.
Quality check validation

Each medical summary is reviewed through human-in-the-loop validation. Users are notified when verified documents are ready for final review - streamlining review & ensuring accuracy.

Abstract white shape with soft blue gradient spots and rounded edges on a transparent background.Abstract white and light blue wavy gradient shape with soft edges on a transparent background.

Faster claims processing.

Smarter workflows. Better outcomes.

Upload your documents

Drag and drop unstructured documents - medical records, legal forms, and insurance files - with no manual sorting needed.

Automatically organized & categorized

AI structures documents by date, provider, and category, removes duplicates, and eliminates hours of admin work.

AI medical summary & insights

Generate an AI medical chronology, summary and key insights to streamline AI medical record review and reduce case preparation time.

Share reports & collaborate seamlessly

Export structured reports, integrate with your workflows, and ensure consistency across teams.

Easily edit & collaborate in one place, without role-level issues

Wisedocs combines trained AI with expert review to analyze claim documents - from medical records to legal files - ensuring every output is defensible and reliable.

FAQs

Got questions? Let's clear them up

What type of summarization does Wisedocs offer?
Wisedocs provides concise document-level summaries highlighting critical details for medical assessments, legal cases strategy, and claims document processing. Our AI summary service is supported by over 100 specialized models and customization options, and backed by training on over 100,000,000 medical data points. Additionally, Wisedocs offers condensed case summaries through our custom reports feature, emphasizing essential aspects for quick and effective review
How does Wisedocs identify treatment plans and doctor's recommendations?
Wisedocs highlights key elements such as treatment plans, and doctor's recommendations within document-level summaries, ensuring that crucial information is easily accessible for analysis and quick review by teams. However, Wisedocs does not generate new recommendations.
What is an AI medical record summary?
An AI medical record summary is a condensed version of the health records that pertain to the claim case. Powered by Wisedocs' proprietary AI the medical summary concisely describes the incident and how the claimant was impacted from thousands of pages of diagnoses, treatments, and outcomes into a concise overview.
How does AI improve medical record summarization?
AI helps identify key clinical incidents, terms, timelines, and provider details across complex medical and claim documents, reducing manual review time and improving accuracy.
Why is medical record summarization important in claims and legal workflows?
AI medical summaries transform raw, unstructured records into digestible and searchable insights that speed up case review by up to 70%, improve documentation consistency, and support defensible outcomes.
What makes Wisedocs different from other medical summary platforms?
Unlike generic tools, Wisedocs is built specifically for insurance, legal, and IME use cases - combining AI automation with human-in-the-loop validation for unmatched reliability and trust.
What is the best AI for summarizing medical records?
Wisedocs is a leading AI platform for summarizing medical records, combining automation with human oversight to produce accurate, defensible medical summaries and chronologies for insurance, legal, IME, and healthcare teams.
Who benefits from AI-generated medical summaries?
Legal firms, insurers, TPAs, and healthcare evaluators use Wisedocs to review medical claims faster, reduce administrative effort, and deliver higher-quality case reports.
What information is included in a Wisedocs Medical Summary?
Each summary cites relevant information such as primary complaints, diagnoses, impressions, treatments & recommendations - tailoring the content to match the specific document being reviewed.
How accurate are AI medical summaries compared to manual reviews?
Wisedocs pairs AI precision with expert human validation to deliver clinically reliable, defensible, and audit-ready medical summaries.
How fast can Wisedocs generate a medical summary?
Most summaries are completed in a fraction of the time—transforming what once took hours into an automated process. Record reviews can be completed up to 70% faster with Wisedocs.
Is patient data secure during the summarization process?
Yes, Wisedocs meets enterprise-grade standards, including HIPAA, PIPEDA and SOC 2 Type II compliance, with full encryption and audit trail protection.
How do AI summaries enhance claim decision-making?
By structuring and highlighting key insights, summaries help claims reviewers quickly identify treatment gaps, inconsistencies, and supporting medical evidence for streamlined reviews and claims decisioning.
Where can I see AI Medical Summaries in action?
You can book a demo to see how Wisedocs summarizes real claim files with accuracy, traceability, and speed.