AI Medical Records Summary

Summarize complex medical records instantly with AI. Extract key findings, diagnoses, and treatment plans effortlessly. Free trial!

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Summarize Patient Charts

Generate Discharge Summaries

Accelerate Chart Review

Extract Key Findings

Reconcile Medication Lists

Your next hire isn’t human. These teams know.

Easy as one, two, three.

Create an AI Medical Records Summary

Describe your agent

Ask Lindy what to do and watch it build your Agent in minutes.

Connect your apps

Hundreds of integrations available.

Let AI do the work

Give custom instructions to your agent, all in natural language.

Use-cases

How can Lindy's AI Medical Records Summary help you?

Reduce review time by 85%

Transform hours of manual record review into minutes: reduce time spent managing and retrieving patient records by up to 85%, freeing clinicians to focus on direct patient care and critical decision-making.

Accelerate accurate medical diagnosis

Consolidate patient history and symptom details into a single summary, eliminating manual searches across records, reducing the risk of overlooked information and supporting more informed, timely diagnoses.

Streamline legal case preparation

Organize medical evidence for legal review. Legal professionals access consolidated case records and clear, structured summaries to support workers’ compensation, malpractice, and insurance claims.

Eliminate missing medical records

Centralize patient records to reduce missing information, minimize treatment delays and incorrect procedures, and provide complete, organized patient histories accessible from a single location.

Boost healthcare team productivity

Reduce administrative work and speed information sharing, enabling clinicians to collaborate across departments, perform data-driven performance analysis, and plan treatments efficiently.

Learn more

Learn more about creating an AI Medical Records Summary

Step 1

Import Records

Upload EHR, labs, imaging; the AI ingests data to build your medical history timeline.

Step 2

Extract Findings

Automatically summarize diagnoses, meds, allergies, labs, and key findings into plain language.

Step 3

Care Plan

Generate an AI medical records summary with a clear care plan, follow-ups, and provider actions.

Benefits

Why use an AI Medical Records Summary?

Speed up chart review and pre-visit planning

Use an AI Medical Records Summary to condense the entire patient chart into key findings, active problems, recent labs/imaging, and a suggested plan—so you prep in minutes instead of digging through pages.

Draft cleaner notes and treatment plans faster

Turn complex medical records into a first-draft HPI, problem list, and Assessment & Plan with extracted diagnoses and treatment plans you can quickly review, edit, and sign.

Streamline prior authorizations and referrals

Auto-compile indications, prior therapies, diagnostic results, and guideline-based criteria to populate PA forms and referral letters, reducing back-and-forth and avoidable denials.

Improve care coordination and handoffs

Generate concise, shareable summaries for cross-coverage, consults, and transitions of care—highlighting what changed, what’s pending, and next steps to keep teams aligned.

Support accurate coding and billing

Extract documentation-ready diagnoses, procedures, and medical decision-making details to help map to ICD-10/CPT and create audit-ready notes that cut rework.

Accelerate medication reconciliation and safety

Summarize current meds, allergies, and recent changes, flag potential duplications or interactions, and produce a clear medication list for the plan and patient instructions.

FAQ

Frequently asked questions.

What is AI Medical Records Summary and how does AI Medical Records Summary work with EHR, labs, and imaging to summarize complex medical records?

AI Medical Records Summary is an AI medical records summarization tool that imports EHR exports, lab reports, and imaging summaries to build a medical history timeline, extracts diagnoses, medications, allergies, labs, and key findings into plain language, and generates a clear care plan with follow-ups and provider actions for clinicians and patients. AI Medical Records Summary supports rapid pre-visit planning, chart review, and note drafting, and a free trial of AI Medical Records Summary enables quick evaluation for healthcare teams.

Is AI Medical Records Summary HIPAA-compliant, and how does AI Medical Records Summary protect PHI with encryption and access controls?

AI Medical Records Summary is designed to support HIPAA Security Rule safeguards—administrative, physical, and technical controls such as role-based access, audit controls, and transmission security—outlined by the U.S. Department of Health and Human Services. Many covered entities implement encryption in transit and at rest for ePHI as a reasonable and appropriate safeguard under the Security Rule and related guidance.

How accurate is AI Medical Records Summary for clinical use, and what clinician oversight does AI Medical Records Summary require?

AI Medical Records Summary uses large language models to synthesize complex charts and draft documentation; health system pilots and peer commentary show AI can automatically summarize charts and assist clinicians, with human review and sign‑off remaining essential for safety and accuracy.

How does AI Medical Records Summary speed up pre-visit planning and generate a first-draft HPI, problem list, and Assessment & Plan?

AI Medical Records Summary condenses an entire patient chart into key findings, active problems, recent labs/imaging, and a suggested plan—so pre-visit planning takes minutes instead of manual page‑by‑page review—and converts records into a first‑draft HPI, problem list, and Assessment & Plan for clinician editing and signature. Industry and health system reports indicate AI chart review software and clinical summarization can reduce documentation burden and support clinical reasoning.

Can AI Medical Records Summary streamline prior authorizations, referrals, coding (ICD‑10/CPT), and medication reconciliation?

AI Medical Records Summary auto-compiles indications, prior therapies, diagnostic results, and guideline-based criteria to populate prior authorization forms and referral letters. It extracts documentation-ready diagnoses, procedures, and medical-decision-making details to support mapping to ICD-10/CPT and to produce audit-ready notes. It summarizes current medications and allergies and flags potential duplications or interactions to support medication reconciliation. Industry analyses report that AI-generated summaries increasingly surface key clinical insights, support coding, and identify care gaps across workflows.

Can AI Medical Records Summary create a plain-language patient summary and clear care plan with follow-ups and provider actions, and how quickly does it deliver results?

Generates a plain-language patient summary and a clear care plan listing follow-ups and specific provider actions for care coordination, cross-coverage, consults, and transitions of care. Summaries are produced shortly after upload to support real-time pre-visit planning and handoffs. A free trial is available for evaluation.

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Create an AI Medical Records Summary

Describe your agent

Connect your apps

Let AI do the work

How can Lindy's AI Medical Records Summary help you?

Reduce review time by 85%

Accelerate accurate medical diagnosis

Streamline legal case preparation

Eliminate missing medical records

Boost healthcare team productivity

Learn more about creating an AI Medical Records Summary

Import Records

Extract Findings

Care Plan

Why use an AI Medical Records Summary?

Speed up chart review and pre-visit planning

Draft cleaner notes and treatment plans faster

Streamline prior authorizations and referrals

Improve care coordination and handoffs

Support accurate coding and billing

Accelerate medication reconciliation and safety

Frequently asked questions.

What is AI Medical Records Summary and how does AI Medical Records Summary work with EHR, labs, and imaging to summarize complex medical records?

Is AI Medical Records Summary HIPAA-compliant, and how does AI Medical Records Summary protect PHI with encryption and access controls?

How accurate is AI Medical Records Summary for clinical use, and what clinician oversight does AI Medical Records Summary require?

How does AI Medical Records Summary speed up pre-visit planning and generate a first-draft HPI, problem list, and Assessment & Plan?

Can AI Medical Records Summary streamline prior authorizations, referrals, coding (ICD‑10/CPT), and medication reconciliation?

Can AI Medical Records Summary create a plain-language patient summary and clear care plan with follow-ups and provider actions, and how quickly does it deliver results?

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