Tools for building a medical record chronology
Answer in brief: under a few hundred pages, a spreadsheet and the template are enough. Above that, AI chronology software or a review service saves the extraction time. Most chronology software is built and priced for personal injury law firms, so a physician should check 3 things first: page citations on every row, how duplicates are handled, and whether the vendor signs a BAA.
Limits: Tool facts come from each vendor's own website, read 2026-11-12, and we have not tested those products. The time figures are published estimates from other sites, cited where used, and the worked example is synthetic.
6 ways to build a chronology
| Approach | Good for | Weak at |
|---|---|---|
| Spreadsheet (Excel, Google Sheets) | Sorting, filtering by flag or provider, counting gaps | Long quoted text; printing |
| Word table | A chronology that goes straight into a report | Sorting and filtering; easy to break the date order |
| PDF editor bookmarks and comments | Marking pages as you read, so citations are fast | Producing a table; a companion to the spreadsheet, not a substitute |
| General AI assistant with a BAA | Questions about a short file | Large files, consistent page citations, duplicate handling |
| Chronology software | Files of hundreds to thousands of pages; indexing, duplicates, cited rows | Your judgment; near-duplicates and copy-forward vary by tool |
| Review service (nurses or physicians) | When you need a person to write a narrative or a summary for you | Turnaround; you still check what you rely on |
Whatever you use, the physician steps don't change: you set the questions and you check the citations. The step-by-step page shows where each approach fits.
15 tools a physician is likely to meet, with dated facts
Facts are from each vendor's own website, read on 2026-11-12, linked in each row. "Not published" means we did not find the fact on the pages we read. We have not tested these products. Prices change; check before you buy.
| Tool | Built for | Type | Published price | Trial | Security stated | Source, read on |
|---|---|---|---|---|---|---|
| CaseMark | Law firms; names IME companies and examiners | Software | $25 + $0.01 a page, capped at $100 up to 25,000 pages | Pay per run | BAA on monthly plans | casemark.com/pricing, 2026-11-12 |
| InPractice | QMEs, IMEs, law firms, insurers | Software | $0.15 a page (1,000-page pack) to $0.07 (100,000 pages); no subscription | 500 free pages, no card | HIPAA | inpractice.ai/pricing, 2026-11-12 |
| Medrecords AI (ours) | Physicians, hospital risk teams, IME and QME clinics | Software | $0.10 a deduplicated page; $0.08 at 100,000 credits, $0.05 at 500,000; report $10 | 7 days, 1 case, up to 1,000 pages, no card, after a demo | HIPAA, SOC 2, BAA at signup | Our product page, 2026-11-12 |
| Wisedocs | Insurers and claims teams; IME providers can join shared files | Software | Not published | Not published | SOC 2 Type II, HIPAA | wisedocs.ai, 2026-11-12 |
| DigitalOwl | Life, P&C, workers' comp and disability insurers | Software | Not published | Not published | HIPAA, SOC 2 | digitalowl.com, 2026-11-12 |
| Hathr.AI | Healthcare teams; a general AI assistant, not a chronology product | General AI with BAA | From $47 a month | 7-day risk-free trial | HIPAA, BAA included | hathr.ai/pricing, 2026-11-12 |
| Legalyze | Law firms | Software | $299 a case; $199 during a sale ending November 30 | Money-back guarantee on first case | HIPAA; BAAs with its AI providers | legalyze.ai/pricing, 2026-11-12 |
| Inquery | Personal injury law firms; record retrieval plus timeline | Software and retrieval | $20 a request (introductory; $40 listed) | Not published | HIPAA, SOC 2 audited, signs BAAs | inquery.ai, 2026-11-12 |
| EvenUp MedChron | Personal injury law firms | Software | Not published | Not published | Not on page read | evenuplaw.com guide, 2026-11-12 |
| Eve | Plaintiff law firms | Software | Not published | Not published | SOC 2 Type 2, HIPAA | eve.legal, 2026-11-12 |
| Supio | Plaintiff law firms | Software | Not published | Not published | HIPAA, SOC 2 Type 2 | supio.com, 2026-11-12 |
| ProPlaintiff | Personal injury law firms | Software | Not published in page text | Not published | HIPAA, SOC 2 | proplaintiff.ai/pricing, 2026-11-12 |
| Tavrn | Law firms; record retrieval | Software and retrieval | Not published | Not published | Not on page read | tavrn.ai, 2026-11-12 |
| MOS Medical Record Review | Legal and insurance; lists IMEs, peer reviews, hospital audits | Service plus AI platform | Not published | Not published | HIPAA | mosmedicalrecordreview.com, 2026-11-12 |
| LezDo TechMed | Law firms, insurers, IMEs, QMEs, life care planners | Service; physicians and nurses check AI output | Fixed per page; figure not published | Free trial offered | SOC 2 Type II, HIPAA | lezdotechmed.com, 2026-11-12 |
11 of the 15 are built mainly for law firms or insurers. That doesn't make them wrong for a physician, but their defaults lean toward a demand letter or a claim decision. Check that the output is a neutral, page-cited chronology you can stand behind, not a document arguing 1 side.
Which to pick: by situation
- Files under a few hundred pages, now and then: the spreadsheet template and a PDF editor. No subscription to manage.
- IME or QME practice with steady volume: trial 2 or 3 per-page tools on the same closed file. InPractice and Medrecords AI (ours) both sell by the page with no subscription; CaseMark caps a record set at $100.
- Hospital risk or peer review with a standard-of-care window: pick a tool that keeps times, late entries and addenda as separate rows. Test it on a file with an addendum.
- You want a person to write a narrative: a review service such as MOS or LezDo TechMed. Ask who signs the work and what their credentials are.
- A short file and you already pay for a HIPAA AI assistant: fine for questions, but check every citation, since general assistants are not built to cite pages consistently.
6 questions to ask any vendor
- Does every row cite a page, and does the citation open that page in 1 click?
- What happens to exact duplicates, near-duplicates and copy-forward text? Are duplicates billed?
- Are gaps and records that are mentioned but missing flagged, and how?
- Which date does it use for a study read days later, and for an addendum?
- Will you sign a BAA, where are records processed, and are they used to train a model?
- Can I export to a spreadsheet or Word with the citations intact?
Run the answers against 1 closed file, as described on the by-hand vs software page. A demo on the vendor's own sample file tells you little.