One case.
One current story.
Pulse Summary turns the working record into one plain-language overview. Providers, patients, and attorneys see the same current facts in the context each needs—without rebuilding the story from separate files.
The shared record, ready in one read.
Pulse Summary doesn't ask anyone to dig through the record. It pulls the billing, liens, exams, and dates Pulse already tracks into a single, plain-language overview of the claim.
Billing & lien at a glance
How much is billed, what's carried on lien, and the offer status — pulled together so the financial picture reads in seconds, not a chart dig.
Payment & offer status
Whether the lien is outstanding, reduced, or paid — and where any settlement offer stands — stated plainly for everyone reading the claim.
Treatment progress
Exams completed, documented, and coded, plus where care stands today — so the medical story is clear without paging through the record.
Every key date
Date of loss, first and latest visit, and the next milestone — mediation, demand, or hearing — surfaced so nothing important slips by.
Three tailored views
The same claim, rewritten for the provider, the patient, and the attorney — each in the language and detail that audience actually needs.
One read, no digging
Everything relevant to a claim assembled into a single plain-language overview, so nobody has to reconstruct the story from scratch.
From a full record to a single read.
Pulse gathers the claim
Everything Pulse already tracks across Inbox, Intake, Review, and Insights — billing, liens, exams, statuses, and dates — is pulled together for one claim.
It writes the overview
Pulse turns the raw record into a clear, plain-language summary covering billing, lien and offer status, payment, treatment, and key dates.
You pick the reader
Switch between the provider, patient, and attorney view — the same facts, reframed in the language and level of detail each one needs.
Share it in one read
Hand off a single, current overview instead of a stack of documents — so everyone is working from the same picture of the claim.
Read one case from every seat.
This is a simulated summary — no real data or backend. Every figure is derived from the same demo caseload Pulse Chat uses. Pick a claim, then switch between the provider, patient, and attorney view to see the same facts reframed for each reader.
Maria Delgado (#1042) — $4,250 is billed to lien against the motor vehicle (rear-end) claim, with 2 of 3 exams documented and coded. Current status: Active · treating.
Key dates
The same case, told for the reader.
For the provider
See exactly what's billed, what's documented, and what's outstanding on the lien — and what the next billable step is — without opening the full chart.
- Billed to lien and documentation status up front
- Outstanding balance and lien instrument on file
- The next action that moves the claim forward
For the patient
A plain-language update on their care: what's been done, what's next, and the reassurance that nothing is owed out of pocket while the claim resolves.
- Visits completed and where care stands
- Clear answer that nothing is owed up front
- What happens next, in everyday language
For the attorney
The case posture in seconds — documented exams ready for the demand, lien balance and instrument, status, and the next key date on the calendar.
- Documented exams ready for the demand
- Lien balance and offer status at a glance
- Status and the next milestone date
Pulse Summary is in early access
One claim. One read.
Give the provider, patient, and attorney the same current story.
Request a demo