Custom Workflows
Configure Workflows That Match Your Unique Requirements
Your Process, Your Rules, Fully Automated
Every organization has unique review requirements. Standard workflows don’t fit everyone’s needs, and manual processes create bottlenecks and inconsistencies. With AI-powered medical workflow automation, ReviewGenX adapts to your environment’s exact review logic; giving you full control without bottlenecks.
- Custom Workflows: Standard processes don’t fit everyone, and ReviewGenX adapts to your environment’s exact review logic.
- Full Control, Zero Bottlenecks: Automate traditional steps while keeping every rule and decision in your hands.
- Efficiency That Scales: Accelerate onboarding, minimize manual interventions, and keep every case aligned with your process.
Our Custom Workflow Capabilities
Design, build, and deploy custom workflows that match your exact case management requirements with specialized automation features for healthcare and legal document processing.
Medical Document Routing & Organization
Automatically route records by medical specialty, organize by provider or treatment type, and categorize by diagnostic codes.
- Automatically route records by medical specialty
- Organize by provider, facility, or treatment type
- Sort by date ranges or chronological order
- Categorize by diagnostic codes (ICD-10, CPT)
- Separate emergency, inpatient, and outpatient records
Case-Type Specific Workflows
Pre-configured workflows for personal injury, workers’ comp, mass tort, malpractice, and insurance claims.
- Pre-configured workflows for personal injury cases
- Workers’ compensation review processes
- Mass tort standardized processing
- Medical malpractice review workflows
- Insurance claims adjudication flows
Reviewer Assignment & Distribution
Assign to reviewers based on medical specialty knowledge with priority routing for urgent cases.
- Assign to reviewers based on medical specialty knowledge
- Route complex cases to senior medical reviewers
- Balance caseload across review team
- Priority assignment for urgent cases
- Specialty-specific routing (cardiology, orthopedics, etc.)
Approval & Quality Assurance Workflows
Multi-level medical review approval with clinical validation checkpoints and legal team review.
- Multi-faceted medical review approval process
- Clinical validation checkpoints
- Legal team review and approval
- Client final approval workflow
- Quality assurance sign-off requirements
Automated Timeline & Summary Generation
Trigger chronology creation on upload, auto-generate summaries, and assemble demand packages automatically.
- Trigger chronology creation on record upload
- Auto-generate medical summaries at milestones
- Schedule periodic case status updates
- Automatic demand package assembly
- IME preparation packet generation
Client Communication & Delivery Workflows
Automated client notifications, scheduled status updates, and deadline reminder workflows.
- Automated client notifications on completion
- Scheduled status update emails
- Delivery workflow for final reports
- Client portal upload automation
- Deadline reminder and escalation alerts
How It Works
1
Define Your Review Flow
Map out your complete review process, from intake to summary generation, QA, and delivery. Start from scratch or use predefined templates tailored for you.
2
Configure Workflow Steps
Set up each stage with clear objectives, timelines, and dependencies. Define how records move between reviewers, QA teams, and managers.
3
Assign Roles & Permissions
Add team members, specify who reviews, validates, or approves each step, and control access levels for full transparency and compliance.
4
Automate Repetitive Actions
Use our intelligent triggers to take care of routine tasks, from deduplication and reviewer assignment to follow-up reminders and alerts.
5
Integrate with ReviewGenX Modules
Connect seamlessly with built-in features like deduplication, chronology builder, and summarization to create a unified, automated review ecosystem.
6
Monitor & Optimize
Track performance in real time. Analyze turnaround times, workloads, and bottlenecks to fine-tune your workflow for continuous improvement.
Why Custom Workflows Transform Operations
Eliminate Manual Bottlenecks
- Automate repetitive administrative tasks
- Reduce time spent on case routing
- Eliminate manual follow-ups
- Free staff for higher-value work
Ensure Process Consistency
- Same steps followed every time
- Standardized quality across cases
- Reduce human error and omissions
- Maintain compliance requirements
Improve Visibility & Control
- Real-time workflow status tracking
- Identify bottlenecks instantly
- Monitor team performance
- Data-driven process improvements
Workflows for Every Organization
Law Firms
- Case intake and client onboarding
- Document request and collection
- Expert witness coordination
- Deposition preparation workflow
- Trial exhibit preparation
Healthcare Organizations
- Peer review process automation
- Quality assurance workflow
- Utilization management reviews
- Credentialing and privileging
- Incident investigation process
Insurance Companies
- Claims triage and assignment
- Medical review coordination
- Coverage determination process
- Subrogation workflow
- Audit and compliance tracking
Third-Party Administrators
- Multi-client workflow management
- SLA compliance tracking
- Invoice and billing workflows
- Client reporting automation
- Performance monitoring
Ready to Turn Your Process into a Precision Engine?
Streamline every review. Automate the predictable. Discover how ReviewGenX transforms rigid review routines into agile, intelligent systems with medical chronology and summary automation.