Services
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Medical Record Summary Services

Accurate, HIPAA-compliant Medical Record Summary Services for Legal & Insurance Professionals

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Medical record summary services transform complex and fragmented medical records into clear, organized narratives—making it easier for legal and insurance professionals to review cases where accuracy matters.

MOS delivers precise, structured medical record summaries that help these professionals move faster, reduce risk, and make better-informed decisions.

By combining experienced clinical reviewers with intelligent automation through ReviewGenX, we ensure every summary is both efficient and defensible.

Medical Record Summary Services

We have excellent QA measures in place to ensure quality and accuracy. Enjoy cost savings in the range of 30 – 40%.
Interested in a Free Trial? Call (800) 670 2809 now!

What Are Medical Record Summaries?

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A medical record summary is a concise, chronological overview of a patient’s complete medical history. These summaries highlight relevant clinical events, diagnoses, treatments, and outcomes—cutting through thousands of pages of documentation to surface what truly matters.

Our summaries are designed to support legal strategy, claim evaluation, and medical decision-making—without the noise.

Manual vs. AI-Assisted Summaries

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We take a balanced, case-appropriate approach—using the right method for the right scenario.

Manual Summaries

Our clinical experts manually review each medical document to ensure contextual accuracy and nuanced understanding. This approach is essential for complex legal matters where medical intent, causation, and subtle clinical findings can influence liability and case outcomes.

AI-assisted Summaries

For high-volume and standardized insurance claims, we leverage ReviewGenX, our advanced AI-powered review platform, to rapidly categorize and organize medical data. Importantly, every AI-assisted summary is finalized with a human quality review—ensuring accuracy, clinical relevance, and legal reliability.

Types of Medical Record Summaries

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We offer a full spectrum of medical record summary services, tailored to specific legal and insurance use cases.

Medical Chronological Summary

A date-wise timeline of all medical events, highlighting:

  • Injuries
  • Treatments
  • Procedures
  • Medications and outcomes

Ideal for complex personal injury and long-term treatment histories.

Narrative Medical Summary

A comprehensive, story-style summary that explains:

  •  The progression of the medical condition
  • Clinical reasoning behind treatments
  • Medical relevance to the legal claim

Demand Letter Summary

Concise summaries designed for:

  • Insurance demand packages
  • Pre-litigation negotiations
  • Clear justification of damages and liability

Deposition Summary

Focused summaries that: 

  • Prepare attorneys for physician and expert depositions
  • Highlight inconsistencies, key opinions, and testimony points

Settlement Summary

High-level summaries used during: 

  • Mediation
  • Settlement negotiations
  • Final claim evaluation and strategy discussions

Our Medical Record Summary Process

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Our structured, technology-enabled workflow ensures every summary is accurate, organized, and easy to navigate.

 

  1. Secure Record Intake & Organization: We receive your medical records via secure channels. Our team immediately organizes the files and removes duplicates. The files are structured into a logical, review-ready format.
  2. Indexing & Chronological Sorting: We create a comprehensive index of providers and report types. Records are arranged chronologically or in reverse chronological order based on your case or claim requirements.
  3. Clinical Data Extraction & Categorization: Using expert review supported by ReviewGenX, key clinical elements—symptoms, diagnoses, treatments, and findings—are identified and categorized under Patient History, Chief Complaint, Observations, and specialty-specific sections such as Radiology or Neurology.
  4. Timeline & Chronology Creation: A detailed medical case chronology is developed, documenting each encounter and identifying missing or incomplete medical or billing records that may impact the case.
  5. Hyperlinking & Navigation Enhancement: Summaries and indexes are hyperlinked directly to source documents, enabling instant cross-referencing and evidence verification with a single click.
  6. Quality Assurance & Secure Delivery: Senior clinical reviewers perform rigorous QA checks to ensure accuracy and consistency. Final reports are delivered in your preferred format (PDF, Word, Excel) via HIPAA-compliant secure FTP.

Who Needs Medical Record Summaries?

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Our medical record summaries support professionals across multiple industries:

Attorneys & Law Firms

Essential for personal injury, medical malpractice, and mass tort cases – we help legal teams quickly assess strengths, weaknesses, and medical causation.

Insurance Companies

We provide adjusters clear, validated summaries that streamline claim evaluation and reduce review time.

IMEs / QMEs

We provide organized, unbiased chronologies that support fair and efficient medical evaluations.

Healthcare Providers

Clinicians can gain a comprehensive view of a patient’s medical history without navigating fragmented EHR systems.

Life Care Planners

Delivering foundational medical data needed for accurate future care planning and cost projections.

Why Choose MOS Medical Record Reviews

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When dealing with sensitive medical data, experience, accuracy, and security matter.

  • HIPAA Compliance: All records are processed in secure, encrypted environments to ensure patient confidentiality.
  • 15+ Years of Experience: Our team includes MDs, RNs, and legal nurse consultants with deep clinical and legal insight.
  • Technology-Driven Accuracy: ReviewGenX enhances speed and consistency while preserving expert human oversight.
  • Industries Served: Trusted by legal, insurance, and healthcare organizations across the United States.
  • Rapid Turnaround: Scalable workflows designed to meet tight legal and insurance deadlines.
  • Customized Formatting: From hyperlinked PDFs to Excel-based data views, summaries are tailored to your workflow.

Ready to get started with our medical records summary services?

Call us at 1-800-670-2809 to find out how we can be of assistance.

Medical Summary – Samples

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Here are a few samples of our medical record review formats. Over the years we have done more than half a million medical record reviews in varying formats. We can customize and create any format you like.

Medical Record Summary - Samples

Sample 1

Medical Record Summary - Samples

Sample 2

Medical Record Summary - Samples

Sample 3

Medical Record Summary - Samples

Sample 4

Our Clients

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Citizens Disability
Dennis Corry Porter & Smith
Freds London
Mirage las Vegas
Painsolvers
Premier Physicians

Read Our Blogs

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