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AI CASE MERIT ASSESSMENT SOFTWARE
ROADMAP · PLANNED

Organize the evidence for a professional merit assessment.

AI case merit assessment software is a planned workflow for organizing cited strengths, weaknesses, missing evidence, and open questions for a qualified professional to evaluate. It does not issue a verdict or case-merit score. The reviewer authors the assessment, records their reasoning, and decides whether any conclusion is approved, revised, or rejected.

Evidence is organized and traced to source. No automated verdict, score, legal conclusion, or clinical opinion is produced; a qualified professional authors every judgment.
Adams, Timothy — right knee · Case #IME-4812 ROADMAP MOCKUP
Evidence items — sources attached
Improving course since 4/02 — 7 visits cited
Possible wrong-patient page quarantined p.140
11 duplicate pages removed from the working set 342 pp
Reviewer controls
Keep item Edit note Remove
Top of the analysis stack
The planned layer keeps the boundary explicit: cited signals and matched literature in; a reviewer-authored assessment out.

Built on cited signals and matched literature.

The planned workflow organizes 2 available inputs: favorable and unfavorable fact patterns flagged in the record, and guidelines and peer-reviewed sources matched to its diagnoses. Those inputs remain cited; the qualified reviewer, not the software, weighs them and authors the conclusion.

Signals from Case Strength & Weakness Flagging
References from Medical Literature Matching
The analysis stack
Literature & Standard-of-Care Matching live
Case Merit & Standard-of-Care Assessment live
Signal flagging and literature matching are available; the assessment-organizing layer shown here is on the roadmap.
Evidence briefing — source trail PROVISIONAL
Documented improvement surfaced for reviewer evaluation cited
Possible wrong-patient page remains quarantined p.140
11 duplicate pages removed before review intake
Every evidence item remains traceable; the software does not assign legal or clinical weight.

A reasoning trail you can cross-examine.

Each evidence item is intended to retain its source trail: the supporting or conflicting fact, the relevant literature, and where the input appears in the record. The reviewer then documents how they interpreted that evidence and authors the conclusion.

Source trail behind each evidence item
2 modes: legal case merit, or standard-of-care deviation

The sign-off gate is mandatory, not decorative.

The evidence briefing remains a draft until a qualified professional reviews the sources and authors their assessment. The reviewer can accept, revise, or reject individual evidence items, but the legal or clinical conclusion is their own work and responsibility.

Visible provisional label until sign-off
Sign-off recorded — who decided, and when
Review workflow
Assessment generated — provisional, awaiting review
Professional reviews each evidence item and its source
Reviewer records their reasoning and conclusion
Only the reviewer-authored assessment moves downstream
Evidence briefing state ROADMAP MOCKUP
What the planned tool organizes
· Cited strengths, weaknesses, gaps, and open questions · Source trail for each surfaced input · Signals and literature, traceable to the record
What only you provide
· Every legal or clinical judgment and conclusion · The signature that makes it final
The boundary

AI organizes evidence. The professional authors the assessment.

Case merit and standard-of-care are professional judgments with professional consequences. The planned workflow assembles source-linked evidence for a reviewer to inspect; it does not propose the legal or clinical conclusion.

No automated claim decisions, unsigned opinions, verdicts, or case-merit scores. A qualified professional authors the assessment.

How it works.

3 steps, with the professional's decision as the only exit.

01
The record is analyzed

Strength and weakness signals are flagged and literature is matched — the 2 available, cited input layers.

02
A cited evidence briefing is organized

Source-linked items are assembled for professional evaluation; no merit or deviation conclusion is drafted.

03
You sign — or you don't

The reviewer checks sources, records their reasoning, and authors any conclusion that moves downstream.

See it run

Watch the record organized into a cited draft you review

The demo opens on the Report Studio tab of a demo case. Generate opens the Generate New Report window, where the user picks Demand Package Narrative from the report type list and opens the template list, which offers the default template and the user's own personalized one. Next, in Settings, the Personalize from your reports window takes 3 past demand narratives, and Generate Template reads them and composes a template that opens in the template editor. Then the draft opens in the report editor: every sentence carries a numbered citation chip, a selected sentence offers Rewrite with AI, and the user switches the report from Unattested to Attested with a signature. Last, the report row exports to PDF and DOCX, each page marked ATTESTED with the signer and date. Every name, provider and date in the demo is invented.

Transcript
  1. Pick a report type, then the default template or one of yours.
  2. Build your own template from 2 to 6 of your past reports.
  3. The draft comes back cited. You review it, edit it and sign it.
  4. Export to PDF or DOCX, with your attestation on the page.

Download the video (MP4, 20 seconds)

Who signs the assessments.

The professionals whose judgment the gate protects.

FAQ

Case merit assessment, answered.

No. The planned workflow organizes cited evidence, counterevidence, literature, missing information, and open questions. A qualified professional authors the assessment and makes every legal or clinical judgment. The product does not issue a verdict or case-merit score.

2 available capabilities provide cited inputs: Case Strength & Weakness Signal Flagging surfaces favorable and unfavorable fact patterns in the record, while Medical Literature & Standard-of-Care Reference Matching surfaces relevant guidelines and peer-reviewed sources. The planned workflow organizes those materials without making the professional's conclusion.

That is the intended design. Each surfaced fact and reference keeps a source link so the reviewer can inspect the record page or supporting literature. The reviewer records their own reasoning and conclusion; the software does not substitute an automated judgment.

They involve different questions and qualified professionals. Counsel authors any legal case-merit assessment; a qualified clinician authors any standard-of-care assessment. The planned software only organizes cited inputs and does not draft either conclusion or determine that a deviation occurred.

The planned workflow would sit above Case Strength & Weakness Signal Flagging and Medical Literature & Standard-of-Care Matching. It would assemble a cited evidence briefing for the reviewer, who authors the assessment, documents their reasoning, and decides what, if anything, moves downstream.

Related capabilities.

The available cited layers that would feed the planned evidence briefing.

Discuss the planned evidence workflow.

This evidence-organization workflow is planned, not generally available. Book a conversation to discuss its intended scope, professional-review guardrails, and roadmap timing.