What is the Wisedocs Custom Reports feature?

Custom Reports lets you generate tailored, audit-ready reports from your claim and medical records using configurable, AI-powered templates.

What types of reports or templates can I build with Wisedocs?

You can create templates for IME reports, demand letters, case overviews, hospital summaries, or legal analyses—customized by jurisdiction or business line.

Why use AI-generated reports instead of manual reporting?

Manual report writing is slow and inconsistent. With AI and human validation, Wisedocs ensures accuracy, defensibility, and consistent output every time.

Can I edit or customize my reports after generation?

Yes. You can edit text, reformat layout, add or remove sections, and brand reports to match your organization’s standards.

What file formats are supported for exporting reports?

Reports can be exported as PDF or DOCX—ready for sharing, filing, or further internal editing.

Is the Custom Reports feature secure and compliant?

Yes. It operates on an enterprise-grade platform with HIPAA and SOC 2 Type II compliance for secure, defensible, and audit-ready output.

Custom reports, generated on human-verified data only

Q: What is AI report generation for medical and claim documents?

AI report generation automates how reports are created—extracting data, formatting insights, and generating professional, defensible documents in minutes.

Q: How does AI help create custom medical and claim reports?

Once documents are uploaded, AI extracts key data like diagnoses, treatments, and timelines, organizes them, and builds a report automatically using your chosen template.

Q: How does Wisedocs ensure accuracy and compliance in reports?

Each report is generated from verified AI-extracted data, reviewed for clinical accuracy, and linked back to its original source document for full traceability.

Q: How fast can Wisedocs create a report from raw claim files?

You can go from upload to a complete draft in minutes, reducing manual reporting time significantly.

Wisedocs’ Custom Reports let you configure templates, extract key medical insights, and generate defensible documentation in just a few clicks.

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From smart templates to clinical QA

Wisedocs gives you full control over your custom reports. Build, edit, and export with ease—without sacrificing accuracy or defensibility.

Dynamic report configuration

Customize reports based on lines of business and claim types, using pre-configured templates that match specific legal, insurance, or compliance requirements.

Easily edit and finalize

Edit and format reports directly in the platform without third-party tools. Changes are auto-saved, ensuring clarity and preserving your work seamlessly.

One click export reports

Export reports as polished DOCX & PDF files with structured sections like diagnostics, synopsis, diagnostics, therapies—ensuring consistency and professionalism in every report.

Reports generated by human-verified data

Create IME reports, MSAs, and claim reports using only the documents you select.

Every report is configurable by section, backed by human-reviewed data, and structured for clear traceability—ensuring every report is defensible.

Expert-ready reports - done for you

Wisedocs automates the creation of defensible, fully customizable reports with claims-specific AI and human QA - so you spend less time chasing details and more time making expert-level decisions.

Upload your documents

Drag and drop unstructured documents and claims. Wisedocs processes medical, legal, and insurance documents—no manual sorting needed.

Automatically sorted based on date, category, etc.

We extract the details, organize the content, and apply the right template—whether it's for an IME, MSA, or Claim Report.

Reviewed by our team of clinical experts

Every report is built on human-verified data. We highlight key findings and hyperlink every citation back to the source document.

A defensible report and ready to share

Receive a structured, referenceable report—ready to export, edit, or share securely with your team.

Make claims document processing effortless & defensible

Skip the BPOs and generic AI. Wisedocs combines industry-trained AI with expert human review to structure, analyze, and verify medical, legal, and insurance documents—so you get accurate, defensible insights every time.

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FAQs

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What are Custom Reports and how do they benefit my operations?

Wisedocs’ Custom Reports enables users to create custom reports, configured by line of business, jurisdiction, or client preference. Using custom created templates based upon clients' existing outputs, users can easily make polished reports with the power of generative AI and expert level human-in-the-loop oversight.

What key information is included in a Custom Report?

Depending on your organization’s requirements, Wisedocs Custom Reports can be tailored to encompass information required for your reporting process. Whether you’re a claims adjuster, attorney, or IME, Wisedocs’ Custom Reports can be seamlessly configured to meet your unique needs, ranging from creating customized structured templates for IME Reports, Demand Letters, Case Overview Summaries, Hospital Visit Summaries, and more.

How can I generate, customize, and share Custom Reports?

With Wisedocs, users can generate custom reports using configurable templates that automatically pull data from claim documents and medical summaries. Reports can be customized to meet specific user needs and seamlessly integrated into outputs, such as being appended to the top of a medical index or summary PDF. Once finalized, reports can be shared effortlessly with third parties via Wisedocs API or SFTP integrations.

What is AI report generation for medical and claim documents?

AI report generation automates how claim case reports are created - extracting data, formatting insights, and generating defensible outputs automatically

How does AI help create custom medical and claim reports?

Once medical records and claim documents are uploaded, our AI extracts key data like diagnoses, treatments, and timelines, and builds a custom report automatically using your chosen template.

Who benefits most from the Custom Reports feature?

Insurance carriers, TPAs, legal teams, and medical evaluators who need structured, repeatable reports for claim or medical record review for claims document processing.

How does Wisedocs ensure accuracy and compliance in reports?

Each report is generated from verified AI-extracted medical data, reviewed by domain experts for clinical accuracy, and linked back to its original source document for full traceability and further analysis.

How fast can Wisedocs create a report from raw claim files?

You can go from upload to a complete drafted report in a fraction of the time once claim files have been processed, reducing manual reporting time by up to 80%.

Can Custom Reports integrate with existing systems?

Absolutely. Wisedocs uses an API-first architecture, enabling reports to seamlessly intergrate with your existing claims management, or medical record review processes.

Where can I see Custom Reports in action?

You can book a demo to see how Wisedocs generates structured, defensible reports using your own claims data.