Custom reports, generated on human-verified data only

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

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Trusted by leading health & insurance innovators

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.

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.