See Context on your data · schedule a walkthrough
PRODUCT · EXECUTIVE SUMMARY

The whole case,
in three parts.

A complete, source-backed summary of the case, from the incident to current treatment status, built from your approved documents with every statement linked to its source page.

WHAT IT COVERS

From initial incident to current prognosis.

Automatically generated from your approved records and bills, and kept current as treatment progresses.

p. 12
INCIDENT AND ACUTE FINDINGS

What happened

The incident and the first medical response: where the client went and what was ruled out.

p. 214
DIAGNOSIS AND TREATMENT COURSE

What was found and done

Diagnoses, imaging and the treatment that followed, from first referral to procedures.

p. 342
CURRENT STATUS AND OUTLOOK

Where it stands

How the client is doing now and what's planned next, from the latest record.

INSTANT CASE BRIEFING

Get up to speed on any file in minutes.

Whether you're preparing for a client call, evaluating intake, or stepping into a file before mediation, the entire case is summarized and cited in one place.

Search for cases...SP
Alvarez, Maria · 104827MVA: 03.14.25
OverviewDocuments2Encounters1ChronologyDemand
Case details
ClientMaria Alvarez
DOB06.09.1984 (41)
StageOpen: Treating
TypeMotor vehicle accident
DOI03.14.25p. 1
LIM date03.14.27
StateCAp. 2
AttorneyJ. Rivera
Case managerS. Patel
Policy limits
$100,000.00
$13,587.50 under limit
3rd party · Northline Mutualp. 4
Charges
$86,412.50
$380.00 unapproved
Payments
$9,820.15
$0.00 unapproved
Adjustments
$4,105.60
$0.00 unapproved
Charges by encounter categoryWeekly
03.14.25 – 08.08.25
Log scale
EmergencyRadiologyChiropracticOrthopedicsPhysical therapyBilling only
Executive summary
Incident & acute findingsp. 12

Rear-end collision at a red light on 03.14.25. Seen at Valley ER the same day for cervical strain and lumbar pain; X-rays negative for fracture.

Diagnosis & treatment coursep. 214

MRI on 04.02.25 shows an L4–L5 disc herniation with left foraminal narrowing. Orthopedic care, a transforaminal ESI on 06.02.25, then physical therapy.

Current status & outlookp. 342

Partial relief after the first injection, with pain returning at end range. A second injection is scheduled and treatment is ongoing.

Police report summary4 sections
Objective injuries4 findings
Red flags3 flags
Charges by category
Emergency29%Radiology9%Chiropractic11%Orthopedics39%Physical therapy11%Billing only1%
Payors4 payors
Insurance2 carriers
Overview tab · the whole case on one screenEvery section backed by citations to the source pages
HOW YOUR TEAM USES IT

Know the case before you open the file.

01
Bring someone up to speed on the case

Attorneys, case managers and new team members read the same summary before they dig in.

02
Verify every statement in one click

Every section cites the exact pages it draws on, so your team can verify it immediately.

03
Kept current

The summary is written once the processed records and bills are approved or reviewed, and can be refreshed as more arrive.

04
Answer client questions

Where treatment stands and what's next, without opening every PDF.

Other document types.

Common
questions.

Still have questions? Schedule a call with us and we'd be happy to help!

Schedule a call
What's in the executive summary?

Three parts: incident and acute findings, diagnosis and treatment course, and current status and outlook.

What is it written from?

The approved medical records and bills in the case. Each part cites the pages it draws on.

When is it written?

Once the case's processed records and bills are approved or reviewed. Your team can also generate it early with what's available.

Can we rely on it?

Check it like any other finding: each part cites its source pages.

See Context in action.

Run one of your own cases through Context and see what it finds, organizes, and flags.