AI-Augmented Medical Record Review with Human-in-the-loop

Fast, Accurate, and Affordable Record Reviews

Our Expert-led, AI-Assisted Review Services Turn Complex Medical Data into Clear, Actionable Insights

For more than two decades, LevelShift has been a trusted partner delivering high-quality medical record review services to IMEs/QMEs, life care planners, attorneys, insurers, and care management organizations. Built on a human-in-the-loop model that keeps experienced clinical professionals at the center of every review, we help stakeholders manage and interpret large volumes of medical records with accuracy and confidence.

Our approach combines AI-augmented capabilities with expert human oversight, where experienced domain experts lead and oversee every stage of the review process. Using our proprietary AI/ML technology to assist in scanning, extracting, and organizing medical information, our experts ensure that every output is clinically accurate, contextually relevant, and tailored to end-user needs.

This combination of expert judgment and AI assistance enables us to deliver medical record review services that match the speed and efficiency of automated solutions while maintaining the reliability, consistency, and defensibility required for medico-legal and care decision workflows. We do not offer AI platform; we deliver trusted, expert-led services powered by AI.

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OUR DELIVERY MODELS

Flexible Review Models Designed for Your Needs

To address varying levels of complexity, volume, and turnaround requirements, we offer three distinct medical record review approaches, each built around the right balance of expert oversight and AI support.

Fully Manual Record Review

Expert-led, in-depth review for high-complexity cases

Each record set is reviewed by domain experts with extensive experience in medical record review, ensuring accurate interpretation of medical events, treatments, and outcomes. Best suited for sensitive medico-legal cases requiring detailed analysis and expert judgment.

AI-Augmented Hybrid Review (AI + Human-in-the-Loop)

Efficiency driven by AI. Accuracy ensured by experts

Medical records are pre-processed using AI to organize relevant information, with domain experts validating and refining the final output for accuracy and context. Ideal for high-volume workflows requiring efficiency without compromising quality.

AI Output Quality Control (QC Services)

Expert validation for AI-generated outputs

For organizations that have adopted AI internally, we provide dedicated quality control services. Our experts review, verify, and enhance AI-generated outputs to ensure they are accurate, complete, defensible, and tailored to specific stakeholder requirements.

Our Medical Record Review Capabilities

We transform unorganized, fragmented medical records into structured, review-ready outputs that are easy to navigate and interpret. Combining clinical expertise with AI-augmented workflows, we organize and contextualize critical information to support faster review and confident decision-making. Our processes are designed to meet stringent data security standards, with HIPAA-compliant and SOC 2–certified handling of medical records.

Summary

With decades of expertise and millions of records reviewed, our team delivers concise, accurate medical summaries tailored for physicians, attorneys, and other medico-legal needs.

Powered by our MRRM tool trained on diverse medical and legal datasets, we produce precise outputs such as Deposition Summaries ,Plaintiff Fact Sheets, and APS Medical Summarization, helping professionals extract key findings and accelerate case assessments.

Indexing & Chronology

Our experts, supported by AI, capture and categorize key details - such as dates of service, provider names, and record types like "doctor's notes" or "lab results." Complex medical terms are accurately interpreted, and records are chronologically sorted into a clear table of contents, ensuring seamless navigation and quick access.

The chronological tabulation of complaints, diagnoses, treatment plans, and recommendations ensures an easy view of patient history.

Hyperlinking

Spot verification becomes seamless with hyperlinking.

Multiple documents are linked with a source document and all one needs to do is hover over certain parameters to access the facts in question.

Deduplication

We carefully sift through hundreds of records to ensure duplicate records representing misinformation are weeded out.

The final result is clean & consolidated data that can be used by legal professionals within a record amount of time for claims & redressals.

Bookmarking

Our bookmarking service transforms medical record PDFs into easily navigable pages by embedding clickable markers at key points of clinical importance. Records can be categorized by provider, specialty, document type, or timeline—enabling precise and efficient access to essential documentation.

This structured navigation reduces search time and supports faster, more focused medical reviews.

Medical Records PDF Sorting

Patient records often arrive in fragmented, mixed formats from multiple providers, slowing down clinical and legal reviews. Our Medical Records PDF Sorting service standardizes, merges, and organizes these files into a single, structured document arranged by chronology, provider, or record type based on your preference.

The result is one clean, unified patient record that improves clarity, ensures completeness, and enables faster, more efficient review.

EOR (Explanation of Review)

We transform consolidated EOR files containing multiple patient reports into accurately segmented, patient-specific documents. Each report is identified using structured reference points — Account Number (primary), Invoice Number, Submitted ID, or Provider Reference — and delivered with standardized headers and consistent formatting.

Legal Objection Services

Our Carrier / Legal Objection Processing service ensures accurate handling of disputed and payment-related invoices. We identify the correct invoice using Account ID, Claim Number, Daisy Bill Number, or Work Order Number, apply appropriate objection categories and codes, and assign structured follow-up timelines for Second Bill Review or correspondence.

This process reduces billing discrepancies, safeguards payments, and keeps objection workflows on track.

Medical Records Reconciliation & Completeness Review

Medical records often arrive as large, unstructured email attachments from multiple healthcare providers. Our team reviews and reconciles received files, verifies patient identifiers, organizes records into patient-specific folders, categorizes document types, and aligns files to the required date ranges. Duplicate or irrelevant pages are removed to ensure accuracy.

This quality-control step removes duplicates and delivers a complete, structured record set ready for indexing, summarization, and review.

Sub Rosa

In addition to AI medical record review services, we also provide subrosa investigation support to uncover critical case insights.

This quality-control step removes duplicates and delivers a complete, structured record set ready for indexing, summarization, and review.

Surveillance Footage Review

We meticulously review all available surveillance footage to track the claimant's actions throughout the duration of the footage.

Activity Capture and Summary

Our experts capture and summarize the subject's activities in detailed Word documents, providing you with clear and concise interpretations of the claimant's behavior.