HomeProductCustom Report Builder
CUSTOM MEDICAL REPORT TEMPLATES

One template per jurisdiction. Filled in automatically.

Custom medical report templates for every jurisdiction and line of business: build or upload the structure once, and the engine auto-fills it from the record. Each filled field carries a page-level citation, gaps are flagged rather than guessed, and finished reports deliver via DOCX or PDF export, API, or SFTP.

Adams, T. · Case #IME-4812 38 template fields
NY Workers’ Comp — IME Narrative DOCXLETTERHEAD
FieldFilled from recordSource
Claimant Adams, Timothy p.14
Body part Right knee p.38
Course to date 7 visits, improving since 4/02 p.140
Prior imaging Not found in record REVIEW
38 template fields auto-filled from the record 1 flagged for review
38 fields
Auto-filled in the sample template
DOCX · PDF
Export on your letterhead
API · SFTP
Delivery into your systems

One template per jurisdiction, line, and letterhead.

Build or upload templates that match each jurisdiction’s required structure — section order, headings, attestation blocks — and each line of business’s language. Save it once, and every report on that line comes out the same shape.

Jurisdiction- and line-specific structures, saved once
Your letterhead, styles, and section order preserved
Template library
NY WC — IME narrativeDOCX
NJ PIP — medical reviewDOCX
Auto liability — peer reviewPDF
Group health — APS summaryDOCX
Each template keeps its own structure, headings, and attestation blocks.
Field mapping · Case #IME-4812
Diagnosesextractedp.38
Treatment dates7 visitsp.140
Work statusextractedp.14
Prior imagingNOT FOUND — REVIEW
Every filled field carries its citation; gaps arrive flagged.

Every field filled from the record, with the page attached.

Each template field maps to an extraction: claimant details, diagnoses, treatment dates, work status. The engine reads the file and fills the template — all 38 fields in the sample — and each filled field carries the citation it came from.

Filled fields carry page-level citations
Fields the record can’t support are flagged, not guessed

Edit in-platform. Deliver anywhere.

The draft opens in a rich-text studio with tracked changes and comments. Export DOCX or PDF on your letterhead, or deliver straight into your claims or case system over API or scheduled SFTP. IME Report Drafting and the litigation chart library run on this same engine.

Tracked changes and in-platform review before sign-off
Scheduled SFTP drops or API push, per office or client
Delivery
adams_ime_narrative.docxDOCXLETTERHEAD
adams_ime_narrative.pdfPDF
SFTP · claims intake dropSCHEDULED
API · case-system pushCONNECTED
Reviewer view · before sign-off
Course to date — 7 visits, improving p.140
Body part — right knee p.38
Prior imaging — not found, needs a human REVIEW
AI drafts · your expert reviews and signs
The standard

Auto-filled never means unsourced.

Every filled field cites the page it came from, so a reviewer can verify the report line by line before it goes out — audit-grade and legally defensible. Fields the record can’t support arrive flagged for a human. The AI drafts the report; your expert reviews, edits, and signs.

See Medical Summary Reports

From template to delivered report.

Three steps, and the report lands in the format — and the system — your workflow already uses.

01
Pick the template

Jurisdiction and line of business set the structure; your letterhead and styles apply automatically.

02
The record fills the fields

Extractions map to template fields with citations attached. Anything unsupported is flagged, not guessed.

03
Review, edit, deliver

Edit in-platform with tracked changes, then export DOCX or PDF — or push via API or SFTP.

Who builds reports with it.

Anyone whose output has to match a required format, jurisdiction after jurisdiction.

FAQ

Custom report templates, answered.

Yes — that is the point. Each template is saved with its own section order, headings, required attestation blocks, and language, so a NY workers’ comp narrative and an auto-liability peer review come out in their own required shapes. You select the template at case setup.

Each template field maps to an extraction from the file — claimant details, diagnoses, treatment dates, work status, and more. In the sample template, all 38 fields fill from the record, and every filled field carries a page-level citation. Fields the record cannot support arrive flagged for review instead of guessed.

Yes. Reports export as DOCX or PDF with your letterhead, fonts, and formatting applied. You can edit in-platform first — the studio supports tracked changes and comments — or edit the DOCX downstream in Word.

Finished reports can be pushed to your claims or case-management system over API, or dropped to a scheduled SFTP location per office or client. Delivery is configured once and applies to every report on that template.

Yes. IME Report Drafting, the litigation chart library, and narrative summaries all run on this same template engine — the same field mapping, citation discipline, and delivery options, packaged per deliverable.

Related capabilities.

Same engine, same citation standard — deliverables that run on this template engine.

Send us a template. Get it back filled in.

Upload a file — and your own template, if you like — and get back a cited, auto-filled draft. Handled under our BAA; never used to train a model.