Turner Vocational Services is a consulting practice led by certified rehabilitation counselor and vocational rehabilitation consultant Dr. Richard Turner. Dr. Turner specializes in vocational evaluations, particularly those where physical limitations prevent someone from returning to work. Turner Vocational Services uses a modern, data-based approach to offer opinions, and is highly specialized in standardized testing and assessment.  

Since vocational evaluations consider both the individual’s vocational abilities and the impact of any physical limitations, Dr. Turner’s work involves reviewing lengthy medical record files to gain an accurate medical history and depict a clear narrative of the claim and timeline of injuries at hand. Reviewing these records is a challenge, and Turner Vocational frequently receives large dossiers pertaining to each case. Documents often do not arrive in any logical order and often contain duplicates from multiple parties, adding to miscellaneous documents that must be deprecated. Files are cluttered with extraneous information, such as billing records irrelevant to his use case. Parsing through these additional documents often takes an enormous amount of time, ultimately taking valuable time away from his necessary preparation and review, while also adding tedious and manual work to his workflow.  

While the process of organizing medical records was unpleasant, the thoroughness and accuracy of a review was correlated with the amount of time spent on the file. However, as a solo consultant, there was a point of diminishing returns for sorting through these documents, especially given Dr. Turner’s billable hours. The manual effort spent reviewing documents was found to be costing more than it was worth.

The Problem:

• Medical record review is labour and time intensive: Reviewing the lengthy medical records hurdle made it difficult for Turner Vocational to scale and prevented Dr. Turner from taking on cases needing a quick turnaround.

• Medical files contained disorganized records, duplicates, and irrelevant information: each case file required significant effort and meticulous review. The required effort limited Dr. Turner’s available time for other activities, such as case analysis or client calls.  

• The manual task of record review was a hurdle for getting into the case. Medical record review was such a tedious, unpleasant task that it often led to the desire to prioritize other tasks first.

Inefficiencies in medical record review made it difficult for the solo consulting practice to scale, so Turner Vocational sought an AI-powered solution.  

The Solution:

After exploring various options, Turner Vocational chose Wisedocs as its medical document processing platform. According to Dr. Turner, Wisedocs understood and catered to his needs. Wisedocs offered a pleasant sales experience with hands-on guidance throughout the implementation phase.

“The way I’m treated by sales is indicative of how I’ll likely be treated as a customer,” Dr. Turner says. “And my (Wisedocs) rep was a delight.”

Given how integral Wisedocs would be to his vocational evaluations, Dr. Turner anticipated a steep learning curve during the implementation process. However with Wisedocs’ attentive implementation team, dedicated to making the process as seamless as possible, Dr. Turner was able to quickly grasp the platform and see how his current workflows would remain unchanged. Wisedocs provided multiple training sessions throughout the implementation phase to ensure any questions and concerns were addressed in a timely and efficient manner, empowering Turner Vocational to hit the ground running with our AI-driven platform.  

“The multiple meetings [with Wisedocs’ implementation team and Dr. Turner] on case reviews also was a good opportunity for me to try to do things myself and know that I’ll have another meeting in a week to address my difficulties and specific questions,”

“The ongoing support from Wisedocs may be the most unique thing about this platform. [Wisedocs’ implementation team] was both open and interested in helping to develop a workflow that would identify the really specific documents that I am looking for in a record.” - Richard Turner, Ph.D., CRC, IPEC, Vocational Rehabilitation Counselor and Consultant

Wisedocs recognizes that every professional has different needs in their review process, and our platform was built with this in mind. Setting Wisedocs apart is our configurable solutions, customizable to each client's specific business needs. With product offerings such as Custom Reports, insurance, legal, and medical professionals are empowered to create claim reports configured by line of business, jurisdiction or client preference, leveraging the expertise of human oversight to ensure the highest level of accuracy and efficiency.  

The Impact:

Adopting Wisedocs led to immediate improvements in efficiency, accuracy, and overall workflow for Turner Vocational. Dr. Turner is now able to process more files in less time, with greater accuracy, seeing a 50% reduction in time spent on record reviews across all cases since starting with Wisedocs. He is now more confident in his record reviews, and noticed he was more proactive in getting started with new evaluations. Turner needs less prep time before client calls and is able to answer client questions in real time, thanks to the ease and speed of Wisedocs’ platform.  

“Things are so much less tedious now. I enjoy being able to dive directly into a case without needing to do a bunch of circular busy work.” states Dr. Turner

In addition to an improvement in his workflows, Dr. Turner found an unexpected benefit in Wisedocs: the ability to keep record files in one place. The traditionally fragmented claims industry makes it challenging to manage documents spread across multiple stakeholders and entities. With Wisedocs, all claim documents are centralized in one platform, allowing users to access everything in one place and streamline their workflow, mitigating constant task switching.  Using a one-platform solution like Wisedocs, Dr. Turner doesn’t need to endlessly search for documents or files. He knows exactly where each document is located, and that Wisedocs has securely stored each file to safeguard sensitive protected health information.

“I can have the case open and jump to dates and records faster than my clients can – even when they have prepared the documents to discuss ahead of time.” - Richard Turner, Ph.D., CRC, IPEC, Vocational Rehabilitation Counselor and Consultant

Since he’s no longer searching through piles of medical records, Dr. Turner can see more clients and take on more case files, which has allowed his consulting practice to effectively scale alongside the implementation of the AI-driven solution.  

Dr. Turner has seen immense growth on how Wisedocs’ solution has impacted his operations, now equipped with a platform that helps him tackle evaluations up to 50% quicker and deliver services at lightning speed. “I’ve started scheduling preliminary opinion calls with clients in days because an initial review no longer disrupts my workflow on other matters.” Backed by the support of indexed medical chronologies, Dr. Turner has also found himself taking on more and more time sensitive cases, knowing he will be able to deliver results in an efficient time-frame. “I do not have to hesitate about taking rush cases with quick deadlines. Medical review is such a hurdle to get through before getting into the actual analysis of a case and I often don’t know how [many case files] are going to be sent to me. I was approached this week with a rush case and had no problem accepting it because I know the record review component will be relatively easy.”  

Now more confident in the quality and speed of his records reviews, Dr. Turner makes medical record keeping an automatic part of his workflow and finds it easier to get started on each file. By using Wisedocs to eliminate the hassle of manual review, Turner Vocational is able to make the most of hourly time, while still delivering the high-quality of evaluations his clients can trust.  

“I feel significantly more confident in my record reviews now and am doing higher quality work in the same or less amount of time.” states Richard Turner, Ph.D., CRC, IPEC, Vocational Rehabilitation Counselor and Consultant