# Utilization Review Software for UR Nurses

> Medrecords AI drafts the utilization review summary against the guideline criteria you already use, citing the record page behind every line.

Canonical page: https://medrecords.ai/deliverables/utilization-review-summary/

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[Home](https://medrecords.ai/) ›[Deliverables](https://medrecords.ai/deliverables/) › — UR summary
utilization review software for UR nurses and payers

## The UR summary, drafted against the criteria you already use.

Utilization review software for UR nurses and payers: Medrecords AI reads the request and the records behind it, then drafts the UR summary against the guideline criteria you already work from, citing the record page for each one. The medical necessity determination stays with the reviewer who signs it.

Your criteria set — ·Your UR template — ·Every criterion cited to the record

### What you walk out with

The summary in the shape your determination letter needs, with the record evidence for each criterion already pulled and cited.

#### The criteria table

Each criterion in the guideline you work from, set against what the submitted record does and does not document, with the page number on every row.

#### The treatment course

Conservative care attempted, dates, duration and documented response, pulled out of the file rather than trusted to the request form.

#### The gaps, named

What the criteria ask for and the file does not contain, flagged before the determination goes out instead of after the appeal arrives.

#### The summary in your format

Your UR template, your section order, ready for the reviewer to read, revise and sign.

Who this is for

### Your judgment, multiplied

The determination is a clinical judgment. A qualified reviewer makes it and puts their name on it. Nothing here moves that.

What moves is the hour spent finding whether the file documents six weeks of physical therapy or four. Reviewers use this to clear more requests a day at the same standard, to answer an appeal with the page already cited, and to spend the time on the borderline cases that actually need a clinician.

### How the draft gets built

Three steps, each one a capability you can open and read on its own.

Step 1

#### Sort the submitted file

Everything the requester sent, read and deduplicated, so a resubmitted packet does not read as new treatment.

[Deduplication →](https://medrecords.ai/product/medical-record-deduplication/)
Step 2

#### Match the record to the criteria

Documented conservative care, imaging findings and functional deficits lined up against the published guideline language.

[Guideline matching →](https://medrecords.ai/product/medical-literature-standard-of-care-matching/)
Step 3

#### Draft the summary in your format

Your UR template, your criteria set, every line citing the record page it rests on.

[Custom report builder →](https://medrecords.ai/product/custom-report-builder/)

### You sign it. That is the point.

The software reads the record and lines it up against the criteria. It does not approve, deny, score or certify anything, and it never decides medical necessity. A qualified reviewer reads the draft, revises it and signs the determination. That is what makes the file defensible on appeal.

### UR summary: common questions

No. It drafts the summary and cites the record behind each criterion. Approve, deny and modify are clinical judgments that belong to the reviewer who signs the determination.

The ones you already use. The criteria set and the summary template are configured during onboarding, so the draft comes out in the language your determinations already speak.

Every line in the summary opens the record page it rests on, so the evidence for a determination is retrievable months later without rereading the file.

No. Medrecords AI does not retrieve records from providers or facilities. You bring the records you already have — review starts in minutes from upload. Retrieval vendors take days; you can keep yours and still cut the review to minutes.

Yes. Duplicates are detected across submissions and are never billed to you, so a repeat packet does not read as a fresh course of treatment.

### Send one request packet. Read the summary it drafts.

Bring a real submission with the records behind it. You get the criteria table and the cited summary back, and you judge whether it saves the reviewer an hour.

[Test a file](https://medrecords.ai/test-a-file/?src=deliverable-utilization-review-summary)