Medical Summary Examples 2023

In 2023 Telegenisys released a custom summary builder and medical dashboard for clients who wish to control their medical data presentations. This builder allows our clients to select the medical events they wish to include in presenting their medical data. Summary builder provides the ultimate power to adjust the medical summary to the exact needs of a specific use case.

Telegenisys is a leading provider of medical summaries. It has over 100 different formats for a variety of use cases. There are two dimensions to these summaries. One is the use case, and the second is the format and method of presentation. Distinct formats are Tabular, Narrative, and Annotative. Most of the formats are a hybrid of these attributes. We start with a presentation of summary types.

Telegenisys distinguishes summaries and medical chronologies in the following ways:

  • Chronologies display all dates of medical service (medical events) in a patient record, while summaries are curated selections of those medical events relevant to a particular use case.
  • Chronologies come with a medical database that allows the user to extract medical data and view it in spreadsheets and doc files or export them to other applications for research, case management, or underwriting case databases.
  • Medical summaries can be presented as doc files, spreadsheets, or integrated into the pdf binders Telegenisys creates for chronologies. Telegenisys has developed linking technology that allows a user to refer to specific parts of text in a medical record.

Medical Summary examples below display a variety of use cases and formats that can be further customized to a client’s requirement.

Note: Click on the summary example images to enlarge.

Medical summary examples 2023

legal medical summary format 1

Medical Summary | Personal Injury: Example 11

This format describes the application of a summary format for personal injury cases. The summary includes a concise description of the incident and personal injury, with accurate dates and events. It also provides information on the individual’s personal history and any previous incidents. The summary presents a chronology of healthcare providers, their credentials, and the diagnoses they have made, with the ability to access specific diagnoses through hyperlinks to medical records. A chronological timeline of the patient’s treatments is included, which can be presented as text or a graphical chart. The summary also highlights any missing records and provides a complete list of medical expenses related to the incident.

legal summary format 13 simple chronology

Chronology Review Spreadsheet | Personal Injury: Example 13

This example format describes the use of a summary format as a simple chronology of medical events in a patient’s life. The summary includes information on healthcare professionals, healthcare facilities, and references to each event in the medical record. The summary is presented in an MS Excel spreadsheet format, allowing for easy customization, filtering, and review of specific information. For example, an attorney can quickly find details of a medical event from five years ago and the corresponding treatment by customizing the date in the summary report. The information can be presented in minutes, providing the required details for the attorney’s needs.

legal medical summary format 15

Simple All DOS Chronology | General: Example 15

This example format describes the application of a summary that focuses on specific abstractions of medical conditions and treatments requested by the client. The summary can be delivered in various formats, offering flexibility to meet the client’s specific requirements. In this format, precise data related to specific conditions for a particular period is extracted from the source medical records. The summary is created using software assistance to ensure accuracy.

The summary serves as medical evidence in a case and includes referencing and page numbers for easy access to the original reports or physician’s notes. It allows attorneys to understand the medical terminology and procedures involved in a specific case, such as motor vehicle accidents. By providing a concise overview, the summary helps attorneys save time and effort by avoiding distractions caused by the intricacies of the case.

legal medical summary format 16

Medical Chronology Presentation Tabular | Insurance Review: 16

This example format highlights the use of a summary format for constructing a convincing argument in a case, whether for or against compensation. The summary provides a chronological tabular format that includes all the medical conditions diagnosed and treated for the individual. Attorneys can use this format to assess the role of pre-existing injuries in the current event for which the lawsuit is filed, aiding in determining causation. Additionally, this kind of summary may help in deciding the compensation amount during the case. By clarifying the events for all parties involved, the summary ensures a comprehensive understanding of what occurred at specific periods.

legal medical summary format 17 narrative summary

Medical Summary Narrative | Personal Injury: 17

This example format describes the use of a narrative summary format, which presents the incident and events in a descriptive and paragraph-based manner. The format includes an explanation of the personal injury incident and the patient’s injuries in simple language. Hyperlinks to the source medical records are provided for easy referencing, and treatments are presented in a descriptive form to cater to non-medical individuals.

Attorneys who are not familiar with medical terminology often request this format to gain a comprehensive understanding of the events. Narrative summaries can serve as a guide for attorneys, suggesting the type of specialist needed for expert consultation. They can also be utilized by litigators to identify information gaps and shed light on the origins of the opponent’s counterclaim. Overall, narrative summaries are valuable tools for attorneys in various aspects of their case preparation and strategy.

Insurance format 23 - Life expectancy medical summary

Medical Abstract | Life Expectancy: Example 23

A life expectancy summary provides concise key points about an individual’s projected lifespan, estimating the average number of years they can expect to live. It considers factors like birth year, age, gender, and demographics. In a specific example, the summary includes the patient’s medical history, mobility and disability factors, and impairments that may affect the evaluation, offering comprehensive insights into their health prospects.

Medical summary examples 2020

Medical Summary - Condition Specific-01

Medical summary | Condition-specific

Example 01

Condition-specific summaries are used for patient evaluations in several use cases:

  • Medical claims
  • Workman’s compensation claims focused on specific injuries
  • Standards of care evaluations in medical facilities like nursing homes
  • Personal injury cases and summaries

They show medical conditions affecting the patient displaying both diagnosis and treatment. Summaries include treatment plans related to targeted requirements for evaluation and view interrelated conditions. They cover medication use, pain studies, pathology review, lab result chronologies, and other case-specific data. Telegenisys has over 50 medical condition formats customized to client needs. Before we begin assignments, we use our examples to understand customer needs to develop a template. We generate and deliver visual graphic timelines of medical events with every condition-specific summary. Charts showing medical providers by specialty, medication use over time.

disability specific medical summary

Medical summary | Disability specific

Example 64

The disability-specific medical summary report outlines the nature of the disability, its causes, the method of diagnosis, medical treatment history, and future treatment plans. These summaries are used in claim management, litigation, and malpractice action. Disability summaries are one of the standard formats our client requests. Any of these samples can be customized for specific use. We have a series of formats for:

  • Social security disability evaluations
  • Insurance claims
  • Liability evaluations
Medical Summary - Condition Specific-01

Medical summary | Malpractice incident

Example 93

Malpractice incident(s) summaries outline the cause of the injury and its consequences to the patient. Medical records are examined by physicians who assess the standards of care breaches and the specific reasons for the damage. This type of medical summary report reviews the personal history and the credentials of the healthcare professionals providing treatment. Telegenisys uses the NPPES (National Provider Index database) to provide the doctor’s area of specialty and credentials. These medical summary reports detail the event on a micro timeline (by the minute) of the incident, followed by a condition summary and the impact of the injury so that legal and insurance evaluation is well informed. While focused on one incident, we studied the entire medical record to examine comorbidities.

disability specific medical summary

Medical summary | Narrative tabular

Example 18

Narrative summaries build upon medical events explaining all components of medical intervention. Covering cause, evaluation, diagnosis, treatment, prescription, lab results, radiology, and treatment plans, these summaries explain the nature of the events cohesively to legal professionals and other non-medical professionals. Narrative summaries tell a story of patient event chronology.

Our client’s medical data organization process references medical terms and creates multiple chronologies, including provider chronology, event type chronology, medication chronology, and disease-specific custom chronologies, so relevant data is highlighted.

Medical Summary - Condition Specific-01

Medical summary | Condition referenced

Example 32

Condition-referenced summaries display a deep reference view of medical conditions. When dealing with an injury, these summaries are indispensable in evaluating cost based on ICD billing codes, and related references to radiology, labs, therapy, surgery, and other medical conditions.

Ready to speed up your medical record reviews and unlock the benefits of outsourcing?

Take the first step towards efficient and accurate medical record management by partnering with Telegenisys today. With our expertise, data security measures, customizable solutions, and quick turnaround times, we’ll ensure you save time, reduce costs, and receive high-quality summaries. Don’t miss out on the opportunity to enhance your workflow and focus on your core business activities. Contact us now to get started with outsourcing your medical summary process to Telegenisys.

Frequently asked questions



What is the purpose of medical record summary and how does it assist attorneys and underwriters?

The purpose of a medical record summary is to provide a concise and organized overview of the relevant information within medical records. It assists attorneys and underwriters by facilitating a comprehensive understanding of the medical data involved in a case. Summaries help attorneys identify key details, such as medical history, diagnoses, treatments, and medications, which are crucial for building strong legal arguments. For underwriters, medical record summaries assist in reviewing Attending Physician Statements (APS) efficiently, extracting pertinent information, and making informed decisions. By condensing complex medical information into a clear and accessible format, medical record summaries streamline the review process and enable more effective case analysis and insurance evaluation.

What are the steps involved in the process of reviewing and analyzing medical records?

The process of reviewing and analyzing medical records involves retrieving the records from different sources, organizing them, interpreting the medical data, creating a timeline of the patient’s medical history, preparing a summary of the records, and identifying any missing records.

Why should you outsource the medical summary process to Telegenisys?

Outsourcing the medical summary process to Telegenisys offers numerous advantages, including their expertise in medical record management, saving time and costs, ensuring data security and compliance with HIPAA regulations, providing customized solutions, scalability to handle varying volumes, and delivering quick turnaround times. Telegenisys’ specialized team of professionals accurately review and summarize medical records while maintaining confidentiality. By outsourcing to Telegenisys, attorneys and underwriters can streamline their workflow, receive high-quality summaries, and focus on core tasks, all while benefiting from the efficiency and expertise of a trusted outsourcing partner.

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