Wise Product Picks with Elissa: Custom Reports

Wisedocs would like to welcome you back to Wise Product Picks with Elissa Gallegos! In this monthly series, we highlight Wisedocs’ innovative features and offerings through Elissa's clinical perspective. She is one of our seasoned Nurse Consultants and Medical Solutions Engineers who brings a wealth of experience as a Registered Nurse with a strong background in Critical Care, including the Neuroscience, Medical, and Cardiovascular ICU. Elissa has worked in pain management and Prior Authorization & Utilization Management with the Centers for Medicare and Medicaid Services. Since joining Wisedocs, Elissa has played a key role in enhancing our medical record summaries and products with her deep clinical knowledge. We're happy to have her share her expertise about Wisedocs' features with you!

This time, we are diving into how Custom Reports is transforming the way healthcare, legal, and insurance professionals create and share claim documentation.

Why Reports Still Cause So Much Stress

I’ve spent years reviewing medical records for claims, and I can tell you that creating reports the old way is exhausting. You’re trying to get a clear picture from stacks of unstructured documents, sometimes dealing with hundreds of pages just to pull out a few critical details. In the U.S., many claims adjusters manage between 110 and 140 open cases at once, so there’s barely a moment to breathe, let alone comb through everything to make sure nothing important is missed.

Physicians rely on these reports to assess injuries accurately, and lawyers need them to build strong cases. A single missing detail can delay decisions, create confusion, or open up compliance issues. Plus, the stress of trying to get it all right, under pressure, adds up fast.

The Hidden Cost of Manual Reporting

Manual reporting takes more out of you than most people realize. Legal teams can spend hours on a single demand letter. IMEs often dig through disorganized records before they can even start an assessment. Every step depends on manually pulling details together, formatting them properly, and hoping nothing gets missed. Right now, manual processing still accounts for 40 to 50% of claims, so this isn’t a rare problem.

Even with AI medical summaries, many teams still rely on Word or Adobe to create and finish the report. That creates more formatting work, more room for errors, and delays when something needs clarification, not to mention inconsistency across report creation. Incomplete reports can stall a claim for weeks. It all adds up quickly.

How Custom Reports Are Changing the Game

Wisedocs’ Custom Reports turns a long, messy process into something that’s actually workable and used in tandem with the medical records themselves. Instead of switching between platforms or trying to patch together summaries by hand, you can now build everything right inside one cohesive platform. The information flows directly from generated AI medical summaries into a ready-to-use customized template, which means less back-and-forth and fewer steps between you and a finished report. Approximately 70% of employees spend up to 20 hours a week navigating fragmented systems, so bringing everything into one place has a real impact.

You still get to make it your own. Our implementation team ensures that we set teams up for success, tailoring our templates to match their existing processes and cut down on adoption pains. The flexible formatting tools let you bold, align, underline, and adjust as needed. Saving automatically while you work, Custom Reports’ intuitive interface makes sure you’re not worrying about lost progress. It feels smoother and more cohesive since it was built with your actual workflow in mind — for claims professionals, by claims professionals.

Built to Fit Real Workflows

What stands out about Custom Reports is how naturally it fits into everyday claims workflows. Claims adjusters can quickly get up to speed on a case with key details like work status, hospital stays, and physical therapy visits conveniently pulled together. Medical professionals can use templates that match their specific assessment needs, saving time and avoiding repeat explanations.

Legal teams benefit from consistent, structured reports that keep cases moving, streamlining negotiations and legal strategy. Each report has the ability to be tailored to fit a specific line of business, jurisdiction, or client format — meeting your exact needs. Whether you're summarizing a disability claim or preparing documents for a workers' compensation case, the structure is flexible, reusable, and built to support the way your team actually works.

Turning Case Complexity into Concise Reports

Wisedocs’ custom reports offer an at-a-glance overview of the entire claim case, giving teams the ability to generate a concise summary or high-level synopsis from complex claims documentation. Whether it’s for internal decision-making or sharing with external stakeholders, this product distills critical information into a clear, defensible format for all types of teams. Legal, medical, and claims professionals face thousands of cases each year, each with its own documentation needs. Equipped with custom reports, claims teams and stakeholders can rely on consistent reporting organization wide, ensuring uniformity and efficiency from small teams to enterprises.

With standardized reports that are customized to your organization, time is spent on high value tasks – not shuffling paperwork. Best of all, reports are exportable as easy-to-read PDFs, quickly ready to download, distribute, or file as part of the case record.

Let AI Work for You, Not the Other Way Around

If you are feeling buried under the weight of reporting, you are not alone. Custom Reports is here to take the pressure off. The solution helps you feel confident that the right details are being pulled forward, with the added reassurance of medical record reviews employing human oversight to keep things accurate and reliable.

Coupled with WiseChat, it’s never been easier to find the answers you need — fast. By asking WiseChat direct questions about a file and getting clear answers without flipping through every document, claims professionals are armed with all the tools they need to be successful. These solutions work together to make reporting smoother, easier, and far less draining, so you can focus on what matters most.