Getting the File Isn't the Hard Part Anymore
Provider portals and health information networks have made record access easier than it used to be.
What they don't do is turn 200 pages of scanned, faxed, and duplicated history into one clean,
physician-ready summary an underwriter or attorney can act on today. That's the gap Dynamix closes:
we chase down the actual records, extract and structure them with OCR and AI, and put a trained
analyst on every file before it reaches you — so what lands in your inbox is a decision-ready
summary, not a stack of raw pages to read yourself.
How It Works
- 1. Request & Authorization Intake: You send us the claim or case details and any signed authorization; we open the request the same day.
- 2. Provider Chasing: Automated, scheduled follow-up keeps every request moving and flags slow-responding providers for escalation, instead of a request going quiet.
- 3. Digitization & OCR: Scanned, faxed, and handwritten pages are converted into clean, searchable, structured text.
- 4. AI Summarization: Diagnoses, treatment history, and current condition are drafted into a structured, easy-to-scan summary.
- 5. Human QA & Delivery: A trained analyst checks the AI draft against the source record for accuracy before it's finalized and delivered to you.
Built for Insurance & Legal
The same retrieval-and-summarization workflow serves two audiences with different goals. We tailor the
deliverable to what each team actually needs to act, not a one-size-fits-all report.
Where Teams Use It
- Life & Disability Underwriting: Carriers, TPAs, and underwriters get APS reports and summaries structured for risk assessment, so a case doesn't sit waiting on paperwork.
- Personal-Injury & Disability Claims: Law firms get organized medical record retrieval and summaries built to support case files and demand packages.
- Claims Review & Validation: Complete, audit-ready records make it easier to verify a claim and stand behind the decision later.
What Actually Sets This Apart
- Execution, not just access: A network or portal can hand you a file. We hand you the reviewed summary that came from it.
- Automation that chases, not just stores: Slow providers get escalated on a schedule instead of sitting in a queue until someone remembers to follow up.
- A human checks every AI summary: Nothing goes out the door on AI output alone — a trained analyst verifies it against the source record first.
- HIPAA-Aware, Audit-Ready: Access controls, secure transfer, and a clear trail for every request, document, and summary.
Frequently Asked Questions
What is an Attending Physician Statement (APS)?
An Attending Physician Statement (APS) is a report requested from a treating physician that documents an individual's medical history, diagnoses, treatment, and current condition. Underwriters and claims teams use it to assess risk and validate claims, and it is often paired with the underlying medical records that support it.
What is the typical turnaround for APS and medical record retrieval?
Turnaround depends on the provider's responsiveness and record volume, but our combination of a trained team and automated provider chasing consistently compresses timelines versus manual follow-up. We track every request, escalate slow providers, and give you clear status so nothing stalls silently.
How does your automation speed up APS retrieval and summarization?
Our automation handles the repetitive, time-consuming steps: it chases providers on a schedule, applies OCR to extract text from scanned and faxed records, and uses AI to draft structured summaries. Our team then reviews and finalizes the work, so you get the speed of automation with the accuracy of human oversight.
How do you handle HIPAA and compliance?
Protected health information is handled with HIPAA-aware processes: access controls, secure transfer, and an audit-ready trail for every request, document, and summary. We work within your authorization and consent requirements so retrieved records and summaries stand up to review.
Do you support both insurance and legal use cases?
Yes. Insurance carriers, TPAs, and life and disability underwriters use our APS retrieval and summaries to move underwriting and claims forward, while personal-injury and disability law firms use the same retrieval and summarization to build case files. The deliverables are tailored to what each team needs to act.
Part of a Broader Outsourcing Partnership
APS retrieval and summarization is one of the ways Dynamix takes document-heavy work off your team's
plate. If you are weighing where else to gain capacity, see our business process outsourcing services.
