How LezDo TechMed Streamlined the Workflow of a Neurosurgery IME Firm and Boosted Client Acquisition

by | Feb 6, 2025 | Case Studies

Client Overview

A well-established, mid-sized Independent Medical Examination (IME) firm specializing in neurosurgery, based in California, had built a strong reputation for delivering expert medical opinions for legal and insurance cases. With over a decade of experience, the firm worked closely with attorneys and insurance companies, providing critical insights into complex medical cases.

Challenges Faced

As the caseload of the firm grew, so did the challenges of managing large volumes of medical records efficiently. Their internal team was struggling to keep up, leading to delays in expert report preparation and potential risks in client acquisition.

When we met the IME firm, they were looking to improve efficiency in medical record review and optimize expert report preparation. Their goal was to handle more cases without overburdening their internal team, allowing their medical experts to focus on high-value analysis rather than administrative tasks.

However, several key challenges were holding them back:

Time-Consuming Record Review

Each case involved thousands of pages of medical records that needed to be carefully reviewed and analyzed before an expert opinion could be formed. Their internal team was spending excessive time manually sorting through these records, leading to delays in case processing.

Disorganized and Unstructured Records

The records they received were often unindexed and jumbled, making it difficult to locate key medical events quickly. The lack of organization forced their experts to spend hours sifting through files just to find relevant information.

Difficulty in Establishing a Clear Medical Chronology

Without a structured medical chronology, it was challenging to assess injury progression, treatment history, and causation. This made it harder for their medical experts to formulate well-supported opinions, leading to inefficiencies in report preparation.

Lengthy Deposition Summaries

The firm also needed to analyze long, complex depositions related to the cases they were handling. Extracting key medical insights from these depositions was proving to be a time-intensive process, slowing down the overall workflow.

Managing Supplemental Medical Records

In many cases, new medical records were submitted after the initial review. These needed to be integrated into existing summaries without disrupting the analysis flow. Manually updating documents and ensuring continuity in reporting was proving to be an operational challenge.

Identifying Missing Medical Records

Another key issue was detecting gaps in treatment history. The firm needed a systematic approach to identify missing records and ensure that their experts had a complete set of documents before forming their opinions.

Overburdened Medical Professionals

Their internal medical professionals were spending too much time on administrative work, such as sorting, indexing, summarizing, and organizing medical records, rather than focusing on expert analysis. This inefficiency was limiting the firm’s ability to take on more cases and grow its business.

Solution

After understanding their challenges, LezDo TechMed implemented a customized approach to streamline their workflow and enhance client acquisition. We provided a suite of services tailored to their needs:

Medical Record Sorting & Indexing

We systematically did sorting and indexing, organizing all medical records by provider, date, and document type, making it significantly easier for their experts to locate relevant information without wasting time searching through scattered documents.

Medical Chronology & Treatment Timeline

Our team created detailed medical chronologies that clearly outlined key medical events, diagnoses, and treatments in sequential order. We also provided a visual treatment timeline, allowing their experts to quickly understand the patient’s medical journey at a glance.

Deposition Summarization

We took lengthy depositions and condensed them into concise, high-impact deposition summaries, extracting only the most relevant medical insights. This allowed their experts to review and analyze depositions 20% faster, improving overall efficiency.

Seamless Integration of Supplemental Medical Records

Whenever new records were submitted, our team quickly incorporated them into existing case summaries, ensuring that the review process remained continuous and uninterrupted.

Identifying Missing Medical Records

Using our structured review approach, we flagged gaps in medical history and highlighted missing records that needed to be requested. This ensured that their experts had a complete and accurate dataset before forming their opinions.

Outcome

By leveraging LezDo TechMed’s expertise, the IME firm saw remarkable improvements in efficiency and overall business growth. The results were measurable and impactful:

  • New Client Acquisition & Business Growth – With a streamlined workflow and increased bandwidth, the firm was able to onboard 15 new clients, directly impacting their bottom line.
  • 62% Reduction in Review Time – With well-organized and structured reports, their experts spent significantly less time manually reviewing records.
  • More than 40% Faster Case Processing – The streamlined workflow allowed them to handle more cases in less time, improving client satisfaction.
  • 58% Cost Savings on Internal Resources – By offloading administrative tasks to LezDo TechMed, their internal team was able to focus on high-value expert analysis, reducing operational costs.
  • Improved Expert Report Accuracy – The structured medical chronology and treatment timeline enhanced clarity in medical history, leading to stronger, well-supported expert opinions.
  • 44% Faster Deposition Analysis – Our concise deposition summaries enabled their experts to extract key facts efficiently, cutting down analysis time.

Conclusion

By partnering with LezDo TechMed, the California-based neurosurgery IME firm was able to expand their business, acquire new clients, and enhance their reputation in the industry. The collaboration transformed their medical record review process, eliminating inefficiencies. The firm’s medical professionals were finally able to focus on expert analysis instead of administrative burdens, leading to better case outcomes.

This case study is a testament to how a structured, technology-driven approach to medical record review can make a significant impact on operational efficiency and business growth.