How Case Notes Moves Beyond Summarization with Actionable Insights

Medical record reviews have long been a time-consuming challenge for insurance and legal professionals. Underwriters, claim adjusters, and legal professionals must sift through dense summaries, piecing together relevant insights from scattered data points. This often leaves professionals feeling like they are “drowning in medical records,” with medical record summaries adding data but not clarity. 

While AI-powered summaries provide considerable value and time efficiency over manual medical record reviews, Case Notes takes these advantages further, moving beyond summarization to uncover the story within the data and provide critical insights in a concise, actionable format that drives better decision-making. 

From Summarization to Insight: The Power of AI Agents

Powered by the first AI agents designed specifically for medical record reviews, Case Notes does more than extract information—it analyzes patterns, follows leads, and delivers meaningful conclusions tailored to the user's needs. 

Case Notes does more than extract information—it analyzes patterns, follows leads, and delivers meaningful conclusions tailored to the user's needs. 

These AI agents function like digital detectives, tracking subtle patterns that might be overlooked in summaries. For instance, while a summary might list dates alongside medication dosages for users to review, Case Notes can deliver the insight that the patient has increased their dosage over the last 12 months. Similarly, while summaries can outline treatment timelines, Case Notes goes further by delivering valuable insights such as tracking treatment responses and monitoring the improvement or worsening of injuries.

From Raw Data to Actionable Insights: The Power of AI Agents

AI-powered medical summaries often present data without providing analysis or insights, placing the burden of interpretation and connection on the reviewer. Case Notes, on the other hand, acts like a digital detective. Powered by proprietary AI agents, it identifies patterns, tracks subtle changes (like weight, medication dosage, or pain score fluctuations or gaps in care), and connects dots between conditions and treatments—just as a human expert would, but much faster.

For example, Case Notes can flag subtle symptoms of peripheral vascular disease that might otherwise get buried in the text, such as weak pulses or pain while walking. It doesn’t just report these symptoms—it highlights their significance, showing how they impact risk assessments. Similarly, it can track treatment effectiveness, such as identifying whether heart failure is stable, worsening, or improving over time. This level of insight gives underwriters and claims adjusters the clarity they need to make informed, confident decisions.

Smarter, Not Harder: Case Notes' Impact on Workflow Efficiency

Case Notes doesn’t just make review time shorter—it solves the case by highlighting only the most relevant insights. It’s like having a digital assistant comb through the records, flagging hidden risks, patterns and changes, treatment efficiency, time-sensitive information, and severity assessment. For example, Case Notes can highlight gaps in patient care, helping ensure that nothing critical is overlooked. 

It’s like having a digital assistant comb through the records, flagging hidden risks, patterns and changes, treatment efficiency, time-sensitive information, and severity assessment.

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Whether it's evaluating pre-existing conditions, reviewing a treatment timeline, or flagging risky behaviors like extreme sports, Case Notes equips insurance and legal professionals to work smarter, not harder, giving them back time to focus on making informed decisions.

How Case Notes’ AI Agents Work

Case Notes streamlines the investigation and analysis of medical records, eliminating the need for manual input. This allows insurance and legal professionals to focus on the critical, nuanced aspects of their work to make informed final decisions. 

Unlike other AI tools that rely heavily on user input, these agents pose follow-up questions, identify patterns, and connect data points, offering nuanced insights, such as the identification of gaps or missing information, severity-based prioritization, and the identification of risk factors and comorbidities, that streamline the review process. This system ensures that only relevant details are surfaced, giving underwriters and claim adjusters time back into their day that would’ve been otherwise spent searching for information.

The AI agents operate on predefined sophisticated industry-expert logic and adhere to compliance standards, ensuring accuracy and transparency. Additionally, with the click-to-evidence feature, every insight can be traced back to its source document, promoting trust and regulatory compliance. Whether tracking missing treatments or connecting conditions to specialist visits, Case Notes offers a comprehensive, decision-ready tool for professionals.

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AI in Insurance: Unlocking Time for What Matters Most

By handling the most time-consuming parts of medical record reviews, Case Notes gives professionals back their time, allowing them to focus on high-value tasks like risk assessment and claim validation. This tool equips users to avoid pitfalls by uncovering subtle but critical insights—whether it’s a pattern of weight gain pointing to a larger health issue or identifying changes in medication for conditions like epilepsy.

As one user pointed out, DigitalOwl’s Case Notes consistently provided even shorter, more concise insights than medical record summaries, saving valuable time. In two out of three cases, the insights provided in Case Notes was shorter by a full page, and even when the length was the same, the streamlined insights made the review significantly faster. Another reviewer highlighted how Case Notes’ ability to sort impairments by severity, based on all relevant data points related to the impairment or injury, allowed them to focus on high-impact conditions, further accelerating their decision-making process.

In two out of three cases, the insights provided in Case Notes was shorter by a full page, and even when the length was the same, the streamlined insights made the review significantly faster.

Additionally, Case Notes is fully editable, allowing users to edit, leave notes, copy-paste text, and insert hyperlinked references, making collaboration smoother and more efficient. This flexibility enables teams to customize the output to meet their specific needs, focusing only on what matters most for each case. With Case Notes, users have complete control over the review process, tailoring the insights and content in real-time to ensure better decision-making and seamless teamwork.

Ready to learn more about Case Notes? Contact us to learn how this innovative new product can transform your workflow.