The MSA allocation, drafted from the record — priced the way CMS actually reviews it.
Medicare set-aside software that drafts future Medicare-allowable treatment, by category, from the record's treatment trajectory and prices it at Medicare fee-schedule rates per CMS WCMSA methodology. The complete cited draft is ready for your certified MSA specialist's review and sign-off — certification and any CMS submission stay human.
By Ahmed Jemaa, Co-Founder & CEO of Medrecords AI · Published 10 Jul 2026 · Updated 30 Aug 2026
Allocation categories from the trajectory, not a template guess.
WCMSA report software is a drafting engine: it reads the treatment trajectory already documented in the record — visits, orders, prescriptions, and where they were heading — and drafts future Medicare-allowable treatment by category. Each category carries citations to the visits and orders that support it, so your specialist reviews evidence, not assertions.
Priced the way CMS reviews the allocation.
Priced the way the real world bills future care.
Medicare fee-schedule pricing — by design, not by default.
A Medicare set aside for workers compensation is reviewed by CMS at Medicare fee-schedule rates, so that is exactly how this draft is priced. It is deliberately the opposite basis from AI-Assisted Life Care Plan Drafting, which projects real-world future cost at UCR and geographic rates. Same record, 2 documents, each priced for the reviewer who actually reads it.
A draft behind a gate — until your specialist signs off.
MSA allocation drafting AI does the reading and the assembling; it does not do the certifying. Every draft carries a visible "Awaiting MSCC certification" status until a certified MSA specialist reviews and signs off, and any CMS submission stays with your team. The gate is part of the product — a draft is never presented as a finished allocation.
An allocation your specialist can check against the record.
The slowest part of an MSA isn't the pricing math — it's establishing what the record actually supports. That is the part this does with receipts: every drafted category cited to the pages behind it, every unsupported item flagged instead of allocated. Audit-grade, source-linked, and built to survive the certifier's red pen.
See Verifiable AI CitationsHow it works.
3 steps between the claim file and a draft your certifier can work from.
Treatment records, prescriptions, and bills — the same file your other reviews already run on.
Future Medicare-allowable treatment by category, from the treatment trajectory, priced at Medicare fee-schedule rates — every line cited.
The MSCC-certified reviewer works the cited draft, signs off, and handles any CMS submission. The gate lifts only then.
Watch a cited draft reviewed, attested and exported
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
- Pick a report type, then the default template or one of yours.
- Build your own template from 2 to 6 of your past reports.
- The draft comes back cited. You review it, edit it and sign it.
- Export to PDF or DOCX, with your attestation on the page.
Who drafts MSAs with it.
The teams that settle workers' comp claims with Medicare interests on the table.
MSA drafts at claim volume, consistent across adjusters — the certifier's time spent on review, not assembly.
For TPAsSettlement desks that need the Medicare interest quantified before the number goes on the table.
For carriersWorkers' comp settlements that can't close until the set-aside is drafted, cited, and certifiable.
For law firmsMedicare set-asides, answered.
Yes. It drafts the WCMSA allocation from the treatment trajectory already documented in the record, priced at Medicare fee-schedule rates, ready for your certified MSA specialist's review and sign-off. Cost & Care Tables and Life Care Plan Drafting cover the adjacent future-cost documents built on the same record.
The current release targets the WCMSA — workers' compensation Medicare set-asides drafted per CMS WCMSA reference-guide methodology, which is where CMS review expectations are most codified. Liability MSA support is being evaluated for a later stage.
Because the 2 documents answer different questions. CMS reviews a WCMSA allocation priced at Medicare fee-schedule rates, so that is how this draft is priced. A life care plan projects real-world future cost, so it uses UCR and geographic pricing. Deliberately opposite bases — each matching how its reviewer actually reads it.
No. It drafts the allocation from the record; certification by an MSCC-certified specialist and any CMS submission stay with your team. AI drafts, humans certify and file — that boundary is built into the product, not just the marketing.
Every draft carries a visible "Awaiting MSCC certification" status until a certified MSA specialist reviews and signs off. Until that happens the document is a working draft — clearly labeled, never presented as a finished allocation.
From the treatment trajectory already documented in the record: future Medicare-allowable treatment is grouped by category — physician visits, therapy, diagnostics, prescription medications — with each category cited to the visits, orders, and prescriptions that support it.
Related capabilities.
The future-cost and claims side of the same cited record — much of it available today.
The credibility pair: future care at UCR and geographic rates, where this page uses Medicare's.
ExploreCited billing roll-ups and future-care cost tables from the record — available today.
ExploreWhich treatment ties to the claimed injury — cited signals for the compensability call.
ExploreRestrictions and work-status changes pulled from the record, each cited to its note.
ExploreSee an MSA draft built from one of your own files.
This workflow is planned, not generally available. Book a conversation to discuss the intended CMS methodology, specialist-review guardrails, and roadmap timing.
Sources
Every rule, regulation, statute and published standard named on this page is linked below to the text the body that issues it puts out, read on the date shown. Where a standard is sold rather than published, the link goes to its publisher's page for it. A few rules are named without a link, because no source we could read and confirm publishes them.
- Workers' Compensation Medicare Set-Aside Arrangements, incl. the WCMSA Reference Guide — CMS, read 26 Sep 2026