# Medical Summary Report Software > Medical summary report software for IME reports, demand letters, and narratives — inline citations, tracked changes, your letterhead, PDF/DOCX export. Canonical page: https://medrecords.ai/product/summaries/ --- [Home](https://medrecords.ai/) ›[Platform](https://medrecords.ai/product/chronology/) ›Medical Summary Reports Medical Summary Reports ## Medical summary reports, deposition-ready. "From record to attested report — your template, your letterhead." Medical summary software for IME reports, demand-support summaries, narrative summaries, and chronology deliverables — drafted in a rich-text studio with inline citations and tracked changes. Load your own template, write in your own voice, attest, and export to PDF or DOCX, or push the finished report straight to your CRM. [Book a demo](https://medrecords.ai/demo/) [Test a file ](https://medrecords.ai/test-a-file/?src=product-summaries) ATTESTED Independent Medical Evaluation — Ochoa, M. p.12 p.47 Export PDFPush to CRMYour letterheadAttest & sign Your letterhead templates load from case context — IME, demand, chronology PDF · DOCX exports with live hyperlinks back to every source page 1 click strips citations for the service copy — keeps them internally ### From cited facts to attested report. Pipeline 01 Template loads Your format and letterhead, routed by case context. 02 Facts land cited Every pulled statement carries its page or slice reference. 03 Edited, tracked A rich-text studio with tracked changes and version history. 04 Attested + exported Sign, then PDF or DOCX, or push straight to your CRM. ### The last mile, on your letterhead. Your templates, routed by case Report templates load automatically from CRM case context — IME formats, demand letters, chronology deliverables. Onboarding recreates the formats you already use. Inline citations Every pulled fact carries its page or slice reference into the draft. Keep citations for the internal copy; strip them for the service copy in one click. Tracked changes & versions Edit any finding and regenerate. Changes cascade to the timeline and summary, with history preserved for every version. Commenting & highlighting Reviewers comment, highlight, and resolve in the draft itself — the QA pass happens where the report lives, not in email. Attest & sign The reviewing professional signs the final work product. AI does the reading. The opinion, and the name on it, are yours. Export & Connect PDF, DOCX, white-label branding — or push straight to your case-management system through the Connect API and webhooks. Works with [Verifiable AI CitationsCitations carry into every draft](https://medrecords.ai/product/citations/) [Medical ChronologyDrop the timeline into the report](https://medrecords.ai/product/chronology/) [Medical Record Q&ADrop cited answers into the draft](https://medrecords.ai/product/qa/) Everything upstream (intake, imaging, chronology, answers) exists so this document goes out the door defensible. ### The report spec sheet. Report Studio™ Report types IME · demand · narrative Plus chronology deliverables — any format your templates define. Templates Yours, recreated Built at onboarding; the right one loads from CRM case context. Citations Inline, strippable Page and slice chips in the draft; one click to a clean service copy. Review Tracked & versioned Changes, comments, highlights: history preserved end to end. Export PDF · DOCX White-label, on your letterhead, in your voice. Delivery CRM push + API Connect API with token exchange and webhooks — the report lands in the case file. ### Whose reports come out of it. Different deliverables, same last mile: cited draft in, attested document out. [ IME organizations Evaluator reports in the org's format, days sooner per exam. For IME orgs ](https://medrecords.ai/solutions/ime/) [ Medical evaluators Your opinion, your voice — the citations already in place. For evaluators ](https://medrecords.ai/solutions/medical-evaluators/) [ Law firms Demand-support summaries with every dollar figure sourced. For law firms ](https://medrecords.ai/solutions/law-firms/) [ Workers comp Consistent summaries across every claim file, at claim volume. For workers comp ](https://medrecords.ai/solutions/workers-comp/) FAQ ### Medical summary reports, answered. IME reports, demand-support summaries, narrative medical summaries, and chronology deliverables — any format your templates define. The draft arrives pre-populated from the cited case file; you shape the opinion. Yes — that’s the default. Onboarding recreates the formats you already send, white-labeled on your letterhead. With CRM context connected, the right template loads automatically for each case type. As inline page and slice references attached to every pulled fact. Keep them in the internal working copy for verification; export a clean, citation-free service copy in one click. Both trace back to the same locked sources. Completely. It’s a rich-text editor with tracked changes, commenting, and highlighting. Edit any finding and regenerate — the change cascades to the timeline and summary, and version history is preserved. Yes. The Connect API uses a CRM token exchange (JWT/PASETO), REST endpoints for case create/update and file upload, and outbound webhooks — so finished reports push straight into the case file instead of being downloaded and re-uploaded. The reviewing professional (evaluator, nurse consultant, attorney) signs the final work product after reviewing the cited draft. AI does the reading; the opinion and the signature are always human. A medical summary condenses the most clinically relevant facts from a file. A medical chronology arranges every event in date order so you can see treatment progression, causation issues, and gaps in care at a glance. Medrecords AI generates both, plus an Extractive mode with zero inference when you need citation-only output for exhibits. ### Your next report, days sooner. Bring your template to the demo and see a cited draft land in it. Handled under our BAA; never used to train a model. [Book a demo](https://medrecords.ai/demo/) [Test a file ](https://medrecords.ai/test-a-file/?src=product-summaries)