directSummary reduces the amount of time spent sorting and reviewing documents by enabling the user to create their own summaries on each document page.
Start summarizing immediately: Begin summarizing as soon as the first records come in, and as new records arrive, the user will have the ability to pick up where they left off, allowing for more effective case management.
Generate custom summaries: From a single set of summary notes, the user is able to create multiple reports from different viewpoints, as well as sort and filter summary notes before distributing to colleagues, saving time and streamlining communication.
Sort records chronologically: Get a timeline of events for an entire case or claim and view all facilities at once for a better, more complete analysis.
Perform a full text search: Easily search records for words or phrases across multiple facilities to pinpoint vital information.
Users have the option to view their documents in either single-page view (one page of records at a time) or book view (two pages side-by-side).
directSummary allows you to pull up records individually and manipulate them to your liking. From here you can page through the documents, click on each individual document to view it, search the documents, split and merge the documents as well as add classifications and dates for summarization later.
You can add customizable classifications to each document or section of a document such as document type, section name or any different classification imaginable. Date(s) of service can be added as well to easily sort the records prior to export.
Documents can be grouped, sorted and re-sorted in a several different ways, including by dates(s) of service, Bates range and document page count.
Filtering records narrows down which documents are being accessed, allowing them to focus on the most critical information. Records can be filtered by facility, document classification, dates(s) of service and keyword.
Users have the ability to perform a search of all records for a specific individual on a case or claim, using the filter feature to further hone in on exactly what they are looking for.
Searchable notes can be created to help describe what exists in the document or page. These notes can be accessed later via the search and hyperlink directly to the page in question for easy review and access.
The notes that a user adds to their documents on directSummary can be grouped and filtered to generate custom summaries. Notes can include keywords for east filtering, and dates(s) of service and document classification are automatically applied.
Notes can be grouped and/or filtered by facility, date(s) of service, document classification and keyword.
Once the user has grouped and filtered the notes as desired, summaries can be emailed to other parties, output to PDF with or without source documents or even output to a Word Document for use in other programs.
Features & Benefits Include:
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