Now Available · V1 Platform

The Operating System for Personal Injury Medicine

Chart OptiX transforms clinical notes into legally defensible records. Case OptiX connects providers and attorneys in real time. One platform. Every case.

$50B
Annual PI medical billing running on broken infrastructure
60%+
Of contested cases have exploitable documentation gaps
$100K
Per-case value delta between well and poorly documented records
+10–20%
Settlement value improvement from causation-clear documentation
The Problem

PI Medical Records Are Legal Documents.
They're Being Written Like They're Not.

Standard EHRs were built for clinical medicine — not legal combat. Every note your providers generate is scrutinized by adjusters, defense attorneys, and valuation software. When documentation fails, cases lose value before a single demand letter is written.

Missing Causation Language
"Patient presents with back pain following MVA" is an observation, not a causation statement. Without explicit clinical linkage, the unrelated injury argument becomes viable — and gets raised in virtually every contested case.
Underdocumented Functional Impairment
General damages are only as strong as the evidence of how injuries affect daily life. Without specific ADL documentation, pain & suffering arguments are nearly impossible to support credibly.
Treatment Gaps Without Explanation
Every unexplained gap becomes a defense argument that injuries resolved. When the reason isn't documented — insurance delays, financial hardship, scheduling — you spend deposition time explaining instead of building your case.
ICD Codes That Undervalue the Case
Colossus — the AI valuation software used by most major carriers — reads ICD codes, not narrative notes. A lower-specificity code selected out of habit silently hands the adjuster a discounted case value before negotiations begin.

The Documentation Gap
Is Costing You Right Now

80–150
Cases per case manager — tracked in spreadsheets and email threads
$20K–$100K
Per-case value delta between well and poorly documented records
15–30%
Settlement undervaluation from missing ADL documentation alone
The Platform

Two Products. One Integrated Platform.

Chart OptiX
Case OptiX

Chart OptiX sits alongside any existing EHR and analyzes clinical notes in real time — flagging documentation gaps, generating causation language, and ensuring every note is built to the legal standard your cases require. Every suggestion requires provider review and approval.

📋

Historical Summary Enhancement

Scans all prior visit notes and generates an optimized summary that ties imaging → symptoms → functional impact in a clear, legally defensible narrative.

🎯

Medical Necessity Scorecard

Evaluates every note against 8 legal value markers. Private alerts to the provider when causation language, ADL documentation, or MMI language is missing.

⚖️

Causation Language Builder

Auto-generates jurisdiction-calibrated causation statements based on mechanism of injury, diagnosis, and symptom onset. Eliminates the unrelated injury defense argument at the documentation level.

🔍

Pre-Existing Condition Scanner

Identifies prior conditions in patient history and generates accurate aggravation language when clinically supported — preemptively defeating the most common PI defense argument.

🕐

Timeline Consistency Checker

Flags contradictions in symptom descriptions, pain ratings, and functional status across visits before notes are finalized. Defense counsel loses their record-credibility attack.

💊

ICD Code Optimization

Identifies when a more specific, clinically-supported ICD code would better reflect injury severity for Colossus scoring. One additional click can mean thousands in case value.

Case OptiX replaces spreadsheet chaos with a real-time operations dashboard — and gives plaintiff attorneys self-service visibility into every active case without a single phone call. Built for the way PI practices actually work.

📊

Real-Time Operations Dashboard

Replaces Excel with live case stages, overdue task flags, Ghost Alerts for missed appointments, and weekly ops snapshots. Always current, always actionable.

✉️

Magic Link Email Updates

No login required. A triggered email lets staff update case status in one click. Bulk updates handle 10 cases in 60 seconds. Adoption doesn't collapse back to spreadsheets.

📦

Automated Final Packet Workflow

Patient discharge triggers a complete packet checklist — visit notes, imaging, billing ledger. One click sends an organized, professional record package via secure link.

🏛️

Attorney Portal

Real-time case stage, treatment timeline, LOP balance, demand readiness indicators, and document download vault. Case managers get the answer without calling your office.

📧

Gmail Reduction Request Management

Auto-detects inbound reduction requests, routes them to the correct case, assigns due-dated tasks, and escalates automatically. No missed deadlines. No lost reductions.

🚨

Policy Limit Alerts

Amber Alert at 80% of coverage limit gives your billing team time to shift strategy before coverage is exhausted — preventing the most expensive collection failure in PI medicine.

Who It's For

Built for Every Side of the PI Ecosystem

PI Providers

Orthopedics, Spine & Pain Management

Your clinical work is generating more value than your documentation is capturing. Injury OptiX gives you the tools your EHR was never designed to provide.

Causation language built at every relevant visit
ICD codes that reflect actual clinical severity — not billing convenience
Treatment gaps documented before they become defense ammunition
Policy limit alerts before coverage is exhausted
Eliminate the provider-attorney phone call loop entirely
Get Provider Access →
Plaintiff PI Attorneys

Law Firms & Case Managers

Your cases are only as strong as the records behind them. When your providers use Injury OptiX, the documentation is built to the legal standard your cases require — before you ever receive the records.

Real-time case status without calling provider offices
Demand readiness indicators — stop sending premature demands
Complete, organized record packages delivered via secure link
LOP balance and billing total confirmed in real time
No-cost attorney portal setup for preferred provider networks
Request Attorney Portal →
Before & After

What Changes When You Use Injury OptiX

✕  Without Injury OptiX
✓  With Injury OptiX
Records arrive with missing causation language; defense raises 'unrelated injury' on every contested case
Every note includes jurisdiction-calibrated causation language, reviewed and approved by the treating physician
ICD codes selected for billing convenience; Colossus assigns lower severity than the clinical picture supports
ICD Optimization flags the correct, most-specific code; Colossus scores actual clinical severity
Treatment gaps appear unexplained; used by defense as 'injuries resolved' argument
Gap reasons documented in real time — insurance delays, financial hardship, scheduling — eliminating the defense argument
Inconsistent terminology across visits gives defense credibility attacks on record reliability
Timeline Consistency Checker eliminates contradictions before notes are finalized
Case managers spend hours calling provider offices for status updates and billing confirmations
Attorney portal shows real-time case stage, billing total, and document readiness — zero phone calls required
Demand timing is guesswork — no visibility into when the client has actually reached MMI
Demand readiness indicators tell you exactly when a file is ready — saving weeks of unnecessary delay
Pricing

Straightforward Pricing.
ROI in Month One.

A practice seeing 50 PI cases/month at a 10% documentation improvement generates $360,000+ in additional collected revenue annually. The subscription is a rounding error by comparison.

Solo Provider
Starter
$299
per month · single physician
  • Chart OptiX core features
  • Case OptiX provider dashboard
  • Attorney portal access
  • Up to 30 PI cases/month
Get Started
Enterprise
Enterprise
$199
per provider/mo · min 10 providers
  • Full suite · all features
  • Custom EHR integrations
  • Dedicated onboarding
  • Analytics reporting
  • Hospital-affiliated groups
Contact Sales
Attorney Seat
Attorney
$99–$149
per seat / month
  • Full attorney portal
  • Demand readiness indicators
  • Document vault access
  • Demand letter generation
  • No-cost setup for preferred networks
Request Access

Your Cases Are Only As Strong
As the Records Behind Them.

Every case treated without Injury OptiX is a case documented without the tools built for this work. Let's change that.