Medical Record Summary Services
Accurate, HIPAA-compliant Medical Record Summary Services for Legal & Insurance Professionals
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.
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?
Our summaries are designed to support legal strategy, claim evaluation, and medical decision-making—without the noise.
Manual vs. AI-Assisted Summaries
Manual Summaries
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
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
Our structured, technology-enabled workflow ensures every summary is accurate, organized, and easy to navigate.
- 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.
- 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.
- 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.
- 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.
- Hyperlinking & Navigation Enhancement: Summaries and indexes are hyperlinked directly to source documents, enabling instant cross-referencing and evidence verification with a single click.
- 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?
Attorneys & Law Firms
Insurance Companies
IMEs / QMEs
Healthcare Providers
Life Care Planners
Why Choose MOS Medical Record Reviews
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?
Medical Summary – Samples
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.

Sample 1

Sample 2

Sample 3

Sample 4
Our Clients
Read Our Blogs
Can AI Simplify Medical Case History and Summary Creation?
Medical records hold the complete story of patient care, making them essential for healthcare providers, legal teams, and insurance companies. These stakeholders rely on accurate, comprehensive medical case histories and summaries to drive better outcomes — especially...
Navigating Complex Medical Evidence with Medical Summaries: A Guide for Attorneys
From an attorney’s perspective, building an efficient case requires a systematic deciphering of voluminous medical records-abbreviation, medical jargon and timelines included. Regardless of whom you’re representing-a medical malpractice victim, a personal injury...
Establishing Timelines for Commercial Trucking Legal Cases
Lawyers working on commercial truck accident cases know that these cases are complicated and require proper organization of facts for a clear understanding. Liability in a truck accident implies the legal responsibility of the truck driver/company for the damages or...
