# Medical Record Sorting Software > Medical record sorting software: configurable rules organize raw claim documents by date, provider, or category, then build IME, QME, or MSA-ready packets. Canonical page: https://medrecords.ai/product/document-sorting-packet-builder/ --- NewWe now read the actual MRI and CT imaging — not just the radiologist's 1-page report. [See how →](https://medrecords.ai/product/imaging/) [Home](https://medrecords.ai/) ›[Product](https://medrecords.ai/product/) › — Document Sorting & Packet Builder MEDICAL RECORD SORTING SOFTWARE ## One upload. Sorted, split, and packaged your way. Medical record sorting software applies configurable rules to organize raw claim documents by date, provider, or category — then assembles IME, QME, or MSA-ready packets in one click. Duplicates are removed, provenance is kept, and Bates numbering stays intact, so one upload comes out sorted, split, and packaged your way. [Test a file ](https://medrecords.ai/test-a-file/?src=product-document-sorting-packet-builder) [Book a demo](https://medrecords.ai/demo/) Adams, Timothy — right knee · Case #IME-4812 342 pages · raw Sort by Provider Date within Pre/post split 01 · Pre-incident history sorted 02 · Post-incident treatment sorted 03 · Imaging & diagnostics sorted 11 duplicates removed logged Assemble packet: **IME** · QME · MSA One click In action · Case #IME-4812 342 raw pages in, 11 duplicates out, and **2 packets assembled** — sorted by rule, not by hand. ### Sort rules you write once, reuse forever. Chronological by date of service. Grouped by provider or facility. Split by document category — notes, imaging, labs, billing, legal. Rules combine and nest ("by provider, then chronological within each"), save as named configurations, and apply to every future upload automatically. Date, provider, and category rules — nested and saved Duplicates removed on the way in, with a log of what was dropped Saved sort configurations IME prep — provider, then date default Comp claim — pre/post incident saved Billing review — category, then date saved Chronological — whole file saved New upload, same rules — **no re-teaching the sort** . One upload · every view 342 pages Adjuster's view Chronological, billing beside each visit Examiner's view Pre/post incident, imaging up front Attorney's view By provider, exhibits marked Nurse reviewer's view By category, meds and labs first 4 reviewers, 4 layouts — **zero re-sorting** . ### Sorted once. Viewed every way. The upload is extracted once; every layout is generated from that same foundation. The adjuster gets chronological, the examiner gets pre/post with the incident date as the split, the attorney gets by-provider — and nobody re-sorts, re-uploads, or duplicates a page. Pre/post-incident splits from a single incident date Views per reviewer role, from one underlying extraction ### IME, QME, MSA — packet-ready in one click. The packet templates reviewers actually expect: cover index, section order, and pagination for IME, QME, and MSA submissions, built from the sorted file in one click. Define your own templates for anything else — the assembly stays one click either way. Cover index generated with page references Custom packet templates saved per client or case type IME packet · assembled 2 packets Cover index auto-generated Section 1 · Pre-incident history paginated Section 2 · Post-incident treatment paginated Section 3 · Imaging & diagnostics paginated Bates numbering **held through every section** . Page provenance · through the sort Packet 1 · p.140 quarantined · wrong patient 11 duplicate pages removed · logged Every kept page source + Bates tracked Reordering never breaks the paper trail. The standard ### Order you can defend, page by page. A packet is only as defensible as its provenance. Every page in every assembled packet keeps its source document, its original position, and its Bates number, and every removal — duplicate or wrong-patient quarantine — is logged. Audit-grade organization, not just a tidier PDF. [See Bates Numbering & Stamping ](https://medrecords.ai/product/bates-numbering-stamping/) ### From raw dump to reviewer-ready packet. 3 steps between the upload and the packet on the examiner's desk. 01 Upload the raw file Claim documents in any order and format; duplicates and wrong-patient pages are caught on ingest. 02 Rules do the sorting Your saved configuration orders the file by date, provider, or category — pre/post split included. 03 Assemble the packet One click builds the IME, QME, MSA, or custom packet — cover index, sections, and Bates intact. ### Who sorts with it. Everyone downstream of a raw claim file — each with their own required order. [ IME organizations Examiner-ready packets per appointment, assembled without paralegal hours. For IME orgs ](https://medrecords.ai/solutions/ime/) [ Law firms Exhibit-ordered files with provenance that survives motion practice. For law firms ](https://medrecords.ai/solutions/law-firms/) [ TPAs & case management One sort standard across every adjuster and every client account. For TPAs ](https://medrecords.ai/solutions/tpas/) [ Insurance carriers Claims documents standardized at volume, MSA submissions included. For carriers ](https://medrecords.ai/solutions/insurance-carriers/) FAQ ### Record sorting & packets, answered. Chronological by date of service, grouped by provider or facility, or grouped by document category — notes, imaging, labs, billing, legal. Rules combine and nest, so "by provider, then chronological within each" is one configuration, saved and reusable across cases. IME, QME, and MSA packet structures come built in — cover index, section order, and pagination the reviewer expects. You can also define your own packet templates, and any template assembles from the sorted file in one click. Yes. Set the incident date and the sort produces a clean pre/post split, so prior history and post-incident treatment land in separate, clearly bounded sections — the cut most IME and comp reviewers ask for first. No. The upload is sorted once; each view — chronological, by provider, pre/post, or packet-ready — is generated from the same underlying extraction. A new view is a click, not a re-sort, and nothing is duplicated in the process. Yes. Existing Bates stamps are preserved and tracked page by page, so a resorted packet still cites the original numbering. If the file isn't stamped yet, Bates numbering and stamping can apply sequential numbers that then hold through every subsequent sort and export. ### Related capabilities [ PDF Sorting & Merging A raw batch of PDFs merged and ordered into one clean file, on the same engine. Explore ](https://medrecords.ai/product/pdf-sorting-merging/) [ Medical Record Bookmarking A bookmarked PDF outline generated from the same sort rules. Explore ](https://medrecords.ai/product/medical-record-bookmarking/) [ Bates Numbering & Stamping Sequential numbering and legends that hold through every sort and export. Explore ](https://medrecords.ai/product/bates-numbering-stamping/) [ PHI Redaction & Production Prep PHI and privileged content detected and queued for redaction before the packet ships. Explore ](https://medrecords.ai/product/medical-records-redaction/) ### Watch your raw file sort itself. Upload a single file and get it back sorted, split, and packet-ready — duplicates logged, provenance intact. Handled under our BAA; never used to train a model. [Test a file ](https://medrecords.ai/test-a-file/?src=product-document-sorting-packet-builder) [Book a demo](https://medrecords.ai/demo/) [All capabilities →](https://medrecords.ai/product/)