Automate claims document workflows before you review

Workflows are fully configurable rules that organize your raw claims documents—by provider, date, type, and more—before review even starts.  

Ensure every review is exactly as you need it.

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Defensible insights in days, without the manual work

Auto-sorted claim chronologies

Automatically arrange claim documents by date, provider, or type, removing the need for manual sorting.

Custom packet creation

Build IME, QME, or MSA packages with only the claims documents you need—include or exclude specific files with full control.

Search by date of incident

Split claims documents into pre - and post - incident views—supporting date of injury, accident, or incident, depending on your jurisdiction.

Upload one record set, auto-sort your way

Chronological & year-based sorting

Automatically arrange records in chronological order or split them by year, ensuring a clear sequence of events for seamless case review.

Provider or facility sorting

Group records by provider or facility, or isolate specific sources with provider/facility split—helping you analyze treatments faster.

Category sorting

Sort claim documents into categorized tables—medical records, legal files, diagnostics, and more—so you can find what you need instantly.

Why Wisedocs

Streamline medical chronology reviews without missing key details and worrying about compliance.

Custom, automated summaries

Generate AI-powered summaries tailored to case needs, with human experts refining key medical insights for legal and insurance use.

Instant document deduplication

Wisedocs flags incorrect claimant information and removes duplicate records instantly.

Claims-specific AI, along with expert human oversight

Wisedocs’ AI is trained on over 100M claims documents, every claims review thats processed is then reviewed by our team of medical experts to validate the information.

Advanced search & indexing. Find key information in minutes

Locate key claimant events instantly with hyperlinked, searchable documents, enhanced by human quality checks for context.

Automate document processing workflows

Pre-set sorting rules before or after uploading claim documents, eliminating manual reorganization. AI-powered automation categorizes, structures, and filters documents, ensuring consistent and defensible claim reviews with minimal effort.

Automatic sorting on upload

When claim documents are uploaded, automated workflows categorize them intelligently, applying custom sort orders based on chronology, provider, or document type.

Configurable workflows for tailored organization

Users can pre-select a workflow before uploading or apply sorting after indexing, allowing for chronological sorting, author-based organization, or table grouping.

Smart filtering and deduplication

Workflows use keyword mapping to surface key details, filter unnecessary content, and detect duplicates, eliminating redundancy in claim reviews.

Seamless integration with case workflows

Once processed, claim documents are indexed, searchable, and structured for export, enabling teams to review, share, and analyze with minimal manual effort

FAQs

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How are new records flagged? Can I add new records to ongoing claim cases?

Yes, new claim documents can be uploaded to an existing claim case in the Wisedocs platform to be automatically processed alongside the previous records. At upload, or after processing, users have the option to integrate these new claim documents into an existing medical index, or into a dedicated tab for easy identification and review, streamlining the review process and reducing administrative overhead.

Can I customize the criteria and rules for automated workflows?

Yes, customization is available based on your agreement with Wisedocs. Our implementation, customer success & support teams will collaborate with your organization to define the selected workflows, ensuring they align with your organization’s needs. This includes determining how you want your claim documents organized and presented such as sorting, ordering, grouping, and isolating records.

How many workflows can I run, and are there additional costs associated with running multiple workflows on the same case?

With Wisedocs’ automated workflows, your claim documents are processed and sorted according to the predefined format agreed upon. There is no limit to the number of workflows you can run on a case, and no extra cost per use. While the initial setup and customization of workflows incur a one-time cost, once built, they can be used as often as needed at no additional charge.

How does the Wisedocs workflow feature help streamline my claim document review?

Wisedocs automated workflows automatically organizes records based on your preferred sorting criteria, saving you hours of manual work. Whether you need documents categorized by date, provider, or document type, our AI-driven system ensures your records are structured exactly how you need them—instantly.

How does Wisedocs workflow improve accuracy and speed?

By leveraging AI to intelligently classify and organize records, Wisedocs automated workflows ensures that you spend less time sorting and more time analyzing key information. This not only reduces errors and inconsistencies but also enables you to review cases faster, make defensible decisions with confidence, and resolve claims more efficiently.

Insights & announcements

Strategic updates, expert perspectives, and product highlights from Wisedocs.

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Key Takeaways from CLM 2025: Why Human-in-the-Loop AI Is Critical for Claims Management

As AI continues to make its mark across the insurance and legal industries, Wisedocs' presentation at CLM 2025 struck a timely chord, emphasizing that while automation holds promise, it’s human oversight that ensures AI delivers reliable, accurate, and defensible results.

Wisedocs Welcomes Jocelyn Brown, Senior Vice President of Customer Success

Wisedocs is thrilled to welcome Jocelyn Brown as our Senior Vice President of Customer Success. With Jocelyn on board we are confident our journey will be driven by innovation, customer-centric solutions, and a strong leadership team dedicated to transforming the claims document management process.

Automating Claims Processing: How Wisedocs Handles More Than Just Medical Records

Every insurance claim tells a story—but before that story can be understood, it’s buried under mountains of paperwork. Wisedocs handles a wide variety of claims documents beyond medical records, from legal forms to financial records and beyond, the AI-driven platform simplifies your workflows and reduces the stress of managing diverse files.