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Medical and Billing Records Analysis

A detailed analysis of medical records and information

15 minutes with CaseMark

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Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

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Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

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Workflow

Medical and Billing Records Analysis

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Workflow

Medical and Billing Records Analysis

Overview

Reviewing medical records and billing statements is one of the most time-consuming tasks in personal injury litigation, often requiring 8+ hours to extract diagnoses, track treatment timelines, calculate damages, and identify causation issues. Manual analysis increases the risk of missing critical details buried in hundreds of pages of medical documentation and billing line items.

Reviewing medical records and billing statements is one of the most time-consuming tasks in personal injury litigation, often requiring 8+ hours to extract diagnoses, track treatment timelines, calculate damages, and identify causation issues. Manual analysis increases the risk of missing critical details buried in hundreds of pages of medical documentation and billing line items.

CaseMark automatically extracts and organizes all key medical information from your case files, including treatment chronologies, diagnoses with codes, billing summaries by category, and causation assessments. Generate comprehensive medical and billing analyses in 15 minutes with complete document citations, enabling you to quickly identify damages, spot inconsistencies, and build stronger cases.

How it works

  1. 1. Upload Documents

    Upload your medical records, billing statements

  2. 2. AI Analysis

    CaseMark analyzes your documents using advanced AI

  3. 3. Review Results

    Review and download your completed medical and billing records analysis

What you get

  • Executive Summary

    Generated executive summary

  • Chronological Treatment Timeline

    Generated chronological treatment timeline

  • Patient Information and Demographics

    Generated patient information and demographics

  • Injury and Diagnosis Summary

    Generated injury and diagnosis summary

  • Medical Provider and Facility List

    Generated medical provider and facility list

  • Treatment Analysis by Category

    Generated treatment analysis by category

  • Comprehensive Billing Breakdown

    Generated comprehensive billing breakdown

  • Total Medical Expenses by Category

    Generated total medical expenses by category

  • Causation Assessment

    Generated causation assessment

  • Pre-Existing Conditions Analysis

    Generated pre-existing conditions analysis

  • Reasonableness of Charges Review

    Generated reasonableness of charges review

  • Treatment Gaps and Inconsistencies

    Generated treatment gaps and inconsistencies

  • Key Medical Opinions and Statements

    Generated key medical opinions and statements

  • Billing Discrepancies and Red Flags

    Generated billing discrepancies and red flags

  • Document Reference Index

    Generated document reference index

What it handles

  • Feature 1

    Extract complete treatment timelines with dates, providers, and procedures automatically organized

  • Feature 2

    Calculate total medical expenses by category with itemized breakdowns and supporting references

  • Feature 3

    Identify causation statements and pre-existing conditions that impact case valuation

  • Feature 4

    Flag billing discrepancies, excessive charges, and undocumented services for investigation

  • Feature 5

    Generate citation-backed reports that enable quick source verification and case preparation

Required documents

  • Medical Records

    Complete medical records including treatment notes, diagnostic reports, hospital records, and physician correspondence

    PDF, DOC, DOCX, TIF

  • Billing Statements

    Medical billing statements, itemized charges, EOBs, and payment records from all healthcare providers

    PDF, XLS, XLSX, CSV

Supporting documents

  • Independent Medical Examinations

    IME reports, peer review assessments, or expert medical opinions

    PDF, DOC, DOCX

  • Pharmacy Records

    Prescription histories and medication dispensing records

    PDF, XLS, XLSX

  • Diagnostic Imaging Reports

    Radiology reports, MRI, CT scan, and X-ray interpretations

    PDF, DOC, DOCX

Questions

How does CaseMark analyze medical records for personal injury cases?

CaseMark uses advanced AI to review all uploaded medical documents and extract key information including patient demographics, treatment dates, diagnoses with ICD codes, procedures with CPT codes, medications, and physician assessments. The system organizes this information chronologically and identifies causation statements, treatment patterns, and gaps in care. All findings include specific document and page citations for easy verification.

Can CaseMark calculate total medical damages from billing records?

Yes, CaseMark automatically extracts billing information from medical statements and organizes charges by category such as emergency services, hospitalization, surgery, diagnostics, and ongoing care. The system calculates total expenses, tracks insurance payments and adjustments, and identifies patient responsibility amounts. It also flags charges that appear excessive, duplicative, or lack supporting medical documentation.

What types of medical documents can CaseMark analyze?

CaseMark can analyze all standard medical documentation including treatment notes, hospital records, surgical reports, diagnostic imaging results, pharmacy records, billing statements, EOBs, IME reports, and physician correspondence. The system supports multiple file formats including PDF, Word documents, Excel spreadsheets, and scanned images.

How does the system identify medical causation issues?

CaseMark traces the relationship between the incident and subsequent treatment by identifying physician statements regarding causation, documenting pre-existing conditions, and analyzing whether treatment was reasonable and necessary for the documented injuries. The system highlights conflicting medical opinions, independent examinations, and any gaps or inconsistencies that may affect causation arguments in your case.

How long does it take to generate a medical records analysis?

CaseMark typically generates a comprehensive medical and billing analysis in 15 minutes, compared to 8+ hours for manual review. The automated process extracts all relevant information, organizes it into a structured report with complete citations, and highlights key issues requiring further attention or expert review.

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