Untangle co-mingled records instantly

One click to flag and isolate incorrect or co-mingled claimant records to ensure every claim stays HIPAA compliant.

Ditch the hours sorting co-mingled claims

Separate unrelated documents

Quickly identify misplaced claimant records and eliminate errors in case files—freeing your team to focus on higher-value work instead of manual reviews.

Isolates documents from different claimants

Automatically flags and separates documents mentioning the wrong claimant—critical for mixed cases, overlapping files, or duplicate claim submissions.

Ensure compliance from HIPAA & the rounds of edits

Co-mingled documents tied to the wrong claimant can trigger HIPAA violations, legal exposure, and costly delays. Wisedocs flags and separates them—helping you avoid breaches and stay audit-ready.

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 medical events instantly with hyperlinked, searchable records, enhanced by human quality checks for context.

Un-mingle your claims documents

Wisedocs’ incorrect claimant detection automatically flags and separates claim documents that belong to the wrong claimant, preventing misfiled information from affecting case decisions

Detect incorrect claimants instantly

When claim documents are indexed, Wisedocs’ system scans for mentions of a different claimant’s name and flags those pages automatically

Highlighted and categorized for easy review

Mismatched documents are visually highlighted in red, ensuring they stand out for immediate action

One-click sorting and removal

Users can select all incorrect documents at once and either remove them from the case file or sort them into a separate folder

Prevent errors and compliance risks

By eliminating co-mingled claim documents, Wisedocs ensures only relevant, defensible records remain, reducing compliance risks and accelerating claims review

FAQs

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What are co-mingled records?

Co-mingled records are claim documents that contain information from multiple claimants or claim cases within the same uploaded file. These co-mingled records make it difficult to separate relevant data pertaining to the claim case of interest, creating challenges in claims processing and legal discovery.

How does our system handle co-mingled records?

Wisedocs can detect and section co-mingled records with the click of a button leveraging our advanced AI algorithms. This leaves you with only the correct relevant records for your case to ensure seamless claim document review.

How can I detect or identify co-mingled records in my system?

Wisedocs Co-Mingled Records feature runs throughout the medical index, highlighting all documents with mentions of the incorrect claimant and automatically separating these documents into their own tab for further review and seamless removal of irrelevant information.

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.