What IME record prep delivers, and how to check it
Short version: nearly every option returns a chronology and a summary. They differ on page citations, a missing records list, Q&A against the file, report prep, and whether a person reviews the output before you see it. Use the 12-point checklist below on the first 3 files from any vendor before you route live volume to it.
Limits: We read each vendor's own pages on 2026-11-12 and did not send any vendor a file, so turnaround and quality here are what vendors publish, not what we measured. Prices change; check the source link in each row before you sign.
Where record prep sits between the file and the signed report
Deliverables by vendor
"Yes" means the vendor's own page names the deliverable. "Not stated" means we didn't find it, not that it is missing. Products and services with too little on their pages to fill a row (TransDyne, Vitality, EZ-Medical AI, InjuryMgmt, DigitalOwl, Nomad Data, Medico Legal Request) are on the services and software pages.
| Vendor | Chronology | Summary | Page citations | Index or hyperlinks | Missing records list | Q&A on the file | Report prep | Person reviews before delivery | Source, captured |
|---|---|---|---|---|---|---|---|---|---|
| NaviCase | Yes | Yes | Not stated | Not stated | Not stated | No | Yes | Yes | navicasemed.com, 2026-11-12 |
| LezDo TechMed | Yes | Yes | Not stated | Yes | Yes | Not stated | Not stated | Yes | lezdotechmed.com, 2026-11-12 |
| LevelShift | Yes | Yes | Not stated | Yes | Not stated | Not stated | Not stated | Yes | levelshift.com, 2026-11-12 |
| MOS (ReviewGenX) | Yes | Yes | Yes (in Q&A) | Yes | Not stated | Yes | Not stated | Yes | mosmedicalrecordreview.com, 2026-11-12 |
| Wisedocs | Yes | Yes | Yes | Not stated | Yes | Not stated | Not stated | Yes | wisedocs.ai, 2026-11-12 |
| Dodonai | Yes | Yes | Yes | Not stated | Not stated | Not stated | Not stated | No | dodon.ai, 2026-11-12 |
| InPractice | Yes | Yes | Yes | Not stated | Not stated | Yes | Not stated | No | inpractice.ai, 2026-11-12 |
| MediScan | Not stated | Yes | Yes | Not stated | Not stated | Yes | Not stated | No | mediscan.ai, 2026-11-12 |
| OctopusLM | Yes | Yes | Yes | Not stated | Not stated | Not stated | No | No | octopuslm.co, 2026-11-12 |
| IME Coach | Yes | Not stated | Yes | Not stated | Not stated | Yes | Yes | No | imecoach.com, 2026-11-12 |
| Medrecords AI (ours) | Yes | Yes | Yes | Yes | Yes | Yes | Yes, from your notes | No | medrecords.ai/pricing.md, 2026-11-12 |
What a usable chronology entry looks like
Synthetic example, no real patient. Excerpt from a made-up 1,200-page workers' comp lumbar file, injury date 2025-03-12. The 3rd row is the kind of entry an examiner needs and a weak output tends to drop: a prior visit for the same body part.
| Date | Provider, facility | Entry | Page |
|---|---|---|---|
| 2025-03-12 | Urgent care, employer clinic | Low back pain after lifting a 40 lb box at work. Lumbar strain. Modified duty, 15 lb limit. | p. 214 |
| 2025-04-02 | Imaging center | MRI lumbar: L4-5 disc bulge, no nerve root compression. | p. 388 |
| 2021-09-30 | Family practice | Prior visit: low back pain after yard work, ibuprofen, no imaging. Same body part, before the injury date. | p. 1,042 |
| 2025-05-20 | Physical therapy | Discharged after 12 visits; patient reports 4 of 10 pain; work status not recorded. | p. 655 |
| Undated | Unknown | Handwritten note, partly illegible; listed for the examiner, not interpreted. | p. 1,190 |
What makes these entries checkable: a date, a source, a 1-line finding in plain words, and a page your examiner can open. A chronology without the page column has to be re-verified against the whole file, which defeats the purpose.
The 12-point intake checklist
Tick each item as you check a delivered file. The counter tells you whether to accept, ask for fixes, or return it. Nothing is saved or sent.
Item 5 is the hard stop. A chronology whose page references don't hold up costs more examiner time than no chronology, because every entry then has to be re-read at the source.
Run a 2-week bake-off before you commit volume
- Pick 3 closed files your examiners know well: 1 small (under 300 pages), 1 typical, 1 large and messy. Sign each vendor's BAA first.
- Send the same 3 files to 2 or 3 options on the same day. Record upload time, confirmation time and delivery time.
- Score each output with the 12-point checklist above. Have the examiner who knows the file run check 5 and check 6.
- Compare the invoice to the published rule. Page counts, minimums and add-ons should match the vendor's price page; the calculator shows what to expect.
Questions about record prep deliverables
What should an IME record prep deliverable include at minimum?
A document index with page ranges, a dated chronology where every entry cites a page, a short summary, and a list of what is missing or unreadable. Without page references the examiner cannot check the work quickly.
Which options return a report draft, not only a summary?
NaviCase IME Report Prep, Medico Legal Request, IME Coach, Long Health EvalPath and Medrecords AI. All leave the opinion and signature to the examiner.
Which options have a person review output before delivery?
All 7 services, and Wisedocs among the software products, which says each summary is reviewed by a medical expert. The other software leaves review to you.