Your assessments.
Your records. Less paperwork.

Medical record review is $299 per month for 10,000 pages per month, or $599 per month for 30,000 pages per month. Talk to the team about the plan that fits your practice.

Yes. Bring an assessment that is free to use for your intended purpose or one you have the necessary rights to use. Permission must cover the intended digital conversion and administration. You can also bring questionnaires and forms you created for your practice.

Not always. An assessment may be free to read or download while still placing conditions on reproduction, modification, or electronic administration. Check its terms before uploading it for conversion.

We can discuss conversion where your license or the publisher’s permission allows it. We do not provide a license to a commercial test or reproduce restricted materials without authorization. Publisher scoring and interpretation are separate from fillable PDF conversion.

It can help organize lengthy records, prepare summaries, and locate documented history for review. For psych evaluations, relevant material can include prior symptoms, treatment, testing, mental-status findings, and daily or occupational function. Verify the summaries against the underlying records before relying on them.

Use record review to build a dated history of prior symptoms, treatment, testing, and documented function. Check relevant source pages and note conflicting accounts or information you need to clarify in the examination. The AI supports preparation; you remain responsible for reviewing the records and forming your opinions.

Yes. The record-review workflow includes source-page references so you can inspect the underlying documentation and check the AI’s summary.

It uses the case information supplied for the task to propose responses in your forms. You review the entries, correct or expand them, and approve the content. It should not invent an answer where supporting information is missing.

No. Record retrieval obtains documents from their source. Medical record analysis and summarization work with the records supplied for review. This offering focuses on the review and document workflow; do not assume it includes requesting records from other providers.

Use a summary to navigate and prepare, then verify the source material needed for your evaluation. A generated narrative does not replace your professional record-review responsibilities or establish that the entire case history is complete.

The workflow here is organized around the psychologist or psychiatrist: your authorized assessment forms, your review of the records, and your approval of form drafts. Other tools may also support evaluators and psychiatric records. Compare the actual tasks each product supports, including whether it converts your assessment PDF or only generates a narrative report.

These tools support preparation and drafting. Diagnosis, causation analysis, test interpretation, and impairment opinions remain with the qualified evaluator. AI-generated text should not be treated as an independent clinical opinion.

Yes. California psychologists and psychiatrists conducting psych QME or AME evaluations are a focus, alongside national IME and workers’ compensation workflows. The tools do not replace California’s evaluation, record-review, reporting, or disclosure requirements.

Start with the assessments and documents you already use. Discuss them with the team so we can confirm the conversion and form-filling workflow that fits your practice.

Yes. Tell us what kind of evaluations you perform, which assessments and forms you use, and where record review or repeated entry takes the most effort. Please keep patient-identifying information out of the initial inquiry.