Life care planning starts with the facts, but digging through disorganized medical records shouldn’t slow you down. CaseDrive, our AI-powered review tool, delivers clear, structured summaries in a fraction of the time. From diagnoses to treatment history, get exactly what you need. Fast, accurate summaries ready for care planning.
Source Credit: Figures reflect LezDo TechMed company-level performance data from the CaseDrive platform. The accuracy figure is a company-level average, not a guarantee for any individual deliverable.
Medical record review for life care planners is the structured reading of a patient's records to extract, organize, and cross-reference the documented treatment history, functional limitations, hospitalizations, and future-care evidence a life care plan relies on. LezDo TechMed's CaseDrive platform sorts and indexes the file, and trained clinical reviewers validate every entry before it reaches the planner.
LezDo TechMed organizes, summarizes, and flags the documented medical evidence, including treatment gaps, prior conditions, and missing records, for the life care planner's review. It does not diagnose, determine causation, write the life care plan, or project future costs. Those determinations remain with the qualified life care planner and treating professionals.
CaseDrive runs each file through OCR and natural-language extraction, smart categorization, automated timeline building, and duplicate and gap detection, then a trained clinical reviewer audits the output. The result is a sorted, indexed, and cross-referenced record set a life care planner can navigate without reading every page in order.
Rapidly pulls key data, such as diagnoses, visit dates, drugs.
Reports organized by encounter, provider, or care type.
Creates clean, chronological medical histories.
Reports presented in templates tailored for LCP needs.
Flags missing medical events and overlapping records.
95% AI-crafted; 5% expert-audited for compliance and accuracy.
AI-assisted review sorts, indexes, and cross-references the treatment history, functional limitations, and future-care evidence a life care plan relies on, so planners spend less time hunting through records. Every file is validated by a trained clinical reviewer, and LezDo organizes and flags the documented evidence rather than diagnosing, determining causation, or writing the plan.
Reduces review time from days to hours.
Highlights red flags, functional limitations, and care gaps.
HIPAA-compliant outputs structured to support expert testimony, deposition preparation, and legal scrutiny.
Hyperlinked indexes, clear summaries.
Can share concise summaries with other stakeholders.
Reduces human error and oversight.
CaseDrive pairs an AI-assisted, human-reviewed workflow with centralized case management, billing and finance visibility, and shared collaboration tools in one platform. Planners track every case from upload to delivered report without stitching together separate systems or chasing status updates.
AI does 95% of the review with human expert auditing to achieve 99% accuracy.
Track, sort, and manage all claims from a single secure dashboard.
Transparent estimates, itemized invoices, and flexible cycles.
Team messaging and secure file sharing built right in.
For life care planning, LezDo delivers medical chronologies, narrative summaries, deposition summaries, and record sorting and indexing, each formatted to your preferred template. Every deliverable is produced through AI-assisted extraction and validated by a trained clinical reviewer before it reaches you.
We develop clear, chronological medical timelines that map the patient’s healthcare journey, enabling Life Care Planners to quickly pinpoint significant diagnoses, treatments, and functional changes.
Explore Chronology
Our objective narrative summaries break down complex medical records into concise, easy-to-understand narratives, suitable for understanding long-term care needs, treatment history, and projected outcomes.
Explore Narrative Summary
We distill lengthy depositions into structured summaries that highlight crucial testimony related to future care, limitations, and life impact, giving Life Care Planners the insights they need, faster.
Explore Deposition Summary
We organize medical records by date and category, complete with pagination and indexing, making it easy for Life Care Planners to locate key information when preparing comprehensive life care plans.
Explore Sorting & IndexingYou upload the records, CaseDrive runs AI extraction and organizes the data, and a trained clinical reviewer validates the file before you receive the report. AI handles the mechanical steps like extraction and indexing, while the human reviewer handles relevance, context, and accuracy.
Upload data via secure portal
AI reads and extracts key medical facts.
Data is sorted into a clear timeline.
Medical reviewers ensure accuracy.
Structured report ready for use.
Consideration
In-House Record Review
LezDo Clinician-Verified Review
Who reads the records
Planners and staff pulled off plan-writing
Trained clinical reviewers on an AI-assisted, human-in-the-loop workflow
Turnaround on large files
Often stretches into weeks as pages pile up
Standard 24 to 48 hours for most LCP files
Sorting and indexing
Manual, page by page
CaseDrive sorts, indexes, and cross-references before clinician review
Accuracy standard
Varies with staff bandwidth
99.8% accuracy standard applied to every report before delivery
Deliverables
Assembled from scratch each case
Chronology, narrative, deposition summary, sorting and indexing, formatted to your template
Security and compliance
Depends on internal controls
HIPAA-compliant workflows, ISO 27001 certified, completed SOC 2 Type II attestation
Professional boundary
Everything sits on your team
LezDo organizes and flags the evidence; diagnosis, causation, the plan, and future costs stay with you
Source Credit: 99.8% accuracy and the 24 to 48 hour turnaround are LezDo TechMed company-level averages from the CaseDrive platform, not a guarantee for any individual deliverable.
Case Success Story
Life Care Planning Firm
Florida
Challenge
A growing Florida LCP firm was processing thousands of pages per case under a 20-week industry-standard turnaround, too slow for the attorneys and insurers depending on their cost projections to move cases forward. Highly skilled care planners were buried in manual record sorting instead of doing the work only they could do.
Solution
LezDo TechMed took over the full medical record sorting and indexing workflow, processing over 1.2 million pages annually, delivering chronologically organized, categorized records and eliminating manual administrative work for the internal team. CaseDrive provided live case tracking, removing the constant status follow-up burden.
Results Achieved
2.5X
Faster Turnaround
20 to 8 Weeks
Faster Report Prep
70%
Cases Done in 24 Hours
1.2M Pages
Processed Annually
Source Credit: Figures reflect the results of a LezDo TechMed client engagement and are not a guarantee for any specific case. Results vary by case volume, record complexity, and practice workflow.
Have questions about our life care plan record reviews? Find the answers here.
Empower your life care planning process with faster medical record analysis, clearer insights, and reliable summaries powered by CaseDrive AI.
Alpharetta, GA
New York City, NY
Encino, CA
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