CoClerk™The full IME lifecycle,
quietly progressing.
CoClerk™ is the AI that IME operations teams use to coordinate every stage from referral intake through records, scheduling, assessment, report production, quality review, delivery, billing and file closure across the US and Canada.
Everything your IME team needs
The workflows we automate for your team.
Referral intake & file setup
New referrals are captured, checked for completeness and converted into a structured file with the right service level, due dates and next actions.
- Referral details and instructions captured consistently
- Jurisdiction, discipline and service requirements identified
- Missing information requested before work stalls
Records collection & organization
CoClerk™ coordinates incoming medical, employment and claim records, then indexes and structures every file for efficient examiner review.
- Record request and receipt tracking
- Consistent naming, indexing and duplicate detection
- Missing-record and unreadable-document alerts
Examiner matching & assignment
Files are matched to the appropriate examiner by discipline, location, availability, language and conflict requirements, then routed for acceptance.
- Roster, specialty and availability coordination
- Conflict and prior-involvement checks
- Assignment requests and acceptance follow-up
Scheduling
CoClerk™ coordinates the examinee, examiner, representative and facility, then keeps notices, confirmations and reschedules moving.
- Examiner and claimant coordination end-to-end
- Appointment notices and reminder sequences
- Rescheduling, interpreter and accessibility coordination
Pre-assessment preparation
Before the appointment, CoClerk™ prepares a cited file summary, chronology and focused briefing so the examiner receives a complete, review-ready package.
- Medical and claim history chronology
- Prior imaging, opinions and assessments surfaced
- Referral questions and file gaps clearly identified
Assessment tracking
Attendance, late arrivals, cancellations, no-shows and post-assessment requirements are recorded immediately so the file advances without manual chasing.
- Real-time appointment status
- No-show and cancellation workflows
- Outstanding test and document follow-up
Report production
CoClerk™ organizes examiner notes and source material into a structured first-pass report package aligned with your templates and referral questions.
- Template and section preparation
- Source-linked fact and chronology support
- Outstanding opinion and instruction tracking
QA & fact-checking
Every report is checked against the record for factual consistency, completeness, dates, names, citations and unanswered referral questions before release.
- Line-by-line source verification
- Contradiction and omission flags
- Final examiner review checkpoint
Delivery & stakeholder updates
Approved reports are delivered through the required channel while referral sources and internal teams receive clear status updates.
- Controlled report release
- Delivery confirmation and audit trail
- Revision and addendum coordination
Billing & file closure
CoClerk™ verifies completion milestones, prepares billing details, follows outstanding administrative items and closes the file with a complete record.
- Fee, cancellation and additional-service tracking
- Invoice preparation and exception follow-up
- Complete archive and closure checklist
Answers, before you ask.
- Which parts of the IME lifecycle does CoClerk™ cover?
- The complete operational lifecycle: referral intake, file setup, record collection, examiner assignment, scheduling, pre-assessment preparation, attendance tracking, report production, QA, delivery, billing and closure.
- How does CoClerk™ handle claimant health data?
- Records workflows run on infrastructure with a BAA (US) and equivalent data-processing agreements (Canada), encrypted at rest and in transit, with role-based access and full audit trails. Client and claimant data is never used to train models, and US and Canadian data-residency requirements are supported.
- Can CoClerk™ work with our existing examiner roster?
- Yes. CoClerk™ works with your firm's or insurer's existing examiner panel — tracking specialties, availability and prior engagements — without prescribing who you use.
- Does an attorney or adjuster still review every output?
- Always. Reports, addenda and other substantive outputs remain under examiner, attorney or adjuster review and are never released without the required approval.
- How long does implementation take?
- Teams can begin with referral intake and scheduling, then extend across report production, QA, delivery and billing as each workflow is approved.