Find what matters faster

List View presents claim documents in a spreadsheet-like format, making it easy to scan, sort, and filter key details.  

Navigate cases effortlessly with a structured, catalogued view that dives deeper into critical claim details—eliminating time spent manually searching.

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Navigate claim documents with ease

Organized, structured display

View claim files in a clear, categorized format, eliminating clutter and making key details instantly accessible.

Filter and sort instantly

Quickly organize documents by provider, date, document type, and other key attributes—no more manual searching.

Group and analyze claims faster

Group documents by diagnosis, medications, lab results, or body parts, with quick access to key details and hyperlinks to source files.

Structure your claims like a spreadsheet

List View structures claim documents into a spreadsheet-like format, making it easy to scan, sort, and filter key details. Quickly compare documents side by side, highlight frequently analyzed terms, and eliminate time spent manually searching.

Chronological organization

Automatically arranges claim records in order based on the date of record, ensuring clear historical tracking.

Alphabetical sorting

Groups records by provider or facility name, allowing users to quickly scan and navigate through records by author.

Table-based grouping

Categorizes claim documents into dedicated tables based on document type (e.g., medical records, radiology, lab results), enhancing structured review.

Custom sorting options

Users can define sorting preferences such as ascending or descending order, as well as apply filters like Date of Loss (DOL) splits to separate pre- and post-incident documents.

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.

FAQs

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Can we see the labs and medications from the record?

Yes. Wisedocs extracts and displays key lab results and medication mentions in a clean, formatted view for quick reference. Each entry includes a hyperlink back to the original source document, allowing them to easily explore the full context.

Can we see all the diagnoses and body parts mentioned in the documents?

Yes. Wisedocs identifies and lists diagnoses and mentions of body parts from medical records in a structured format. Each item includes a link to the original source document for quick and easy review.

What does List View compile from the records?

List View compiles and organizes mentions of diagnoses, substance use, medications, lab results, and body parts into categorized, easy-to-read lists. Each entry includes a hyperlink to the source document, the document title, date of occurrence, and frequency of mention, making it easy for users to analyze key data points across the medical record set.