The lien and the set-aside both turn on which treatment belongs to the injury — decided after the case is closed.
Settlement compliance record review — lien resolution, Medicare set-aside allocation, structured settlement underwriting — asks the same underlying question: which treatment lines belong to the injury. Medrecords AI reads the treatment record line by line against the published methodology, after the case has resolved, with CMS or the carrier as the reviewer, and cites every determination to its source page.
Every treatment line needs an injury-relatedness call before the lien is resolved or the set-aside is submitted, and the case has already closed by the time anyone starts reading the file page by page. The file has to survive a reviewer who checks every line.
Three steps between intake and a file ready to submit.
Upload the treatment record and settlement documents
The full treatment history and the settlement paperwork — scans, PDFs, faxes, handwriting — however they arrive.
The AI itemizes treatment lines against the injury, cited
Every treatment line placed against the injury with a source citation, duplicates removed, mismatched-patient pages quarantined.
Build the lien position or MSA submission
Verify any line with a click, then use the itemized ledger to build the lien resolution position or the MSA allocation submission.
It itemizes the treatment. The determination is the reviewer's.
Every treatment line in the itemized ledger carries its source page, so when a line is disputed as unrelated to the injury or contested in the allocation, the position can point to exactly where.
What it never does: set the lien amount or the MSA allocation dollar figure, determine CMS approval, or give a legal opinion on treatment relatedness. It organizes and cites the treatment record behind the determination — the determination stays with the preparer.
The rules the platform never breaks.
EVERY LINE CITED
HIPAA, under a signed BAA
Every file is handled under our Business Associate Agreement, from the first byte.
Never trains a model
Your records are never used to train any AI model — ours or anyone else's.
Every line cited
If we can't cite it, we don't say it. Every sentence links to its source page.
Deleted after delivery
Files are deleted 30 days after delivery, with a full audit log of every access.
Four capabilities behind every settlement compliance file.
Treatment-line itemization is one deliverable of the same platform that reads, sorts, and cites the whole file.
Medical chronology
The full treatment history merged into one dated timeline, cited to the page, ready to itemize against the injury.
Verifiable AI citations
If we can't cite it, we don't say it — every treatment line links to its source page for the CMS or carrier reviewer.
Medical record Q&A
Question the whole file in plain English — "any treatment line unrelated to the injury?" — every answer cited.
Medical Records OCR
Every format read — legacy claim files, faxed carrier records, handwriting — nothing skipped, nothing guessed.
Settlement compliance record review, answered.
This lane covers three case types. Lien resolution & Medicare Secondary Payer compliance is reviewed line by line under 42 USC §1395y(b) and 42 CFR Part 411 by CMS's Benefits Coordination & Recovery Center, with a five-level appeal ladder for disputed lines. Medicare Set-Aside (WCMSA/LMSA) allocation is reviewed against the CMS WCMSA Reference Guide by the Workers' Comp Review Contractor. Structured settlement rated-age underwriting submits one packet and gets 4-8 independent rated ages back from carriers within 24-72 hours. See the Medicare Set-Aside case-type page →
Itemize one treatment record with it.
AI organizes and cites. You build the position.