🔍 Comprehensive Discovery Questionnaire
Personal Information
Full Name
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Email Address
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🧠 1. Current Workflow and Case Prep
How do you typically receive medical records for a case (paper, PDF, portal)?
Do you personally review every page of each file, or do you scan for specific issues?
Do you find it hard to identify relevant records when files are voluminous or poorly organized?
Do you have a preferred structure or format for your record reviews?
📑 2. Summarization Preferences & Use Cases
Do you prefer a narrative summary, bullet-point format, or tabular chronology?
Would you like condition-specific or system-based summaries (e.g., orthopedic vs. psych)?
Would an issue-focused summary (e.g., dates of injury, treatments, and causation analysis) help streamline your exam?
📈 3. Volume and Growth Planning
How many IME/QME cases do you handle per month?
Do you foresee that number increasing in the next 6–12 months?
Do you handle multiple specialties, or are your cases primarily within a single domain?
Are you affiliated with any IME/QME panels or vendors that could use summarization support?
🔄 4. Outsourcing History & Satisfaction
Have you outsourced any part of your medical record review before?
What did you like or dislike about that experience?
Did you feel the summaries helped or hindered your ability to form an independent opinion?
If you stopped using a service, what was the reason?
⏱️ 5. Turnaround and Urgency
What’s your typical lead time between receiving records and conducting the exam?
Do you ever need expedited review services for urgent deadlines?
Would a shorter turnaround on summaries be valuable to you?
💬 6. Communication & Collaboration Preferences
Would you prefer summaries with embedded links or PDF annotations?
Do you have a defined/standard template for the summary structure?
🧪 7. Trial/Sample Project Openness
Would you be open to a no-cost trial summary on a current or old case
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