From Referral to Report: Automate Your IME Workflow

  

Independent Medical Evaluations (IMEs) are often bogged down by endless emails, missing records, and deadline pressures. But with the right technology stack, your workflow can become seamless, secure, and dramatically more efficient.

In this complimentary physician-focused webinar, Dr. Chris Brigham and colleagues demonstrate how a connected, HIPAA-compliant digital system can transform every step of the IME process—from the first referral to the final signed report.

 

Every independent medical evaluation (IME) involves a complex web of referrals, records, and reporting deadlines. Physicians and their teams often struggle with incomplete information, scattered documents, and administrative bottlenecks that compromise both efficiency and accuracy.

This on-demand webinar, originally held on August 7, 2024, reveals how a secure, rules-driven technology stack can transform the IME process into one seamless digital workflow. Presented by Chris Brigham, MD, and colleagues, the session demonstrates how automation—from intake to signed report—streamlines every step of the journey while ensuring HIPAA compliance and protecting patient information.

Participants will see how leading physicians have successfully implemented these systems, including William Grant, MD, who transitioned from a fragmented IME process to a fully integrated workflow that enabled him to reduce turnaround times, minimize administrative effort, and dedicate more time to clinical evaluation.

This webinar is designed for:

  • Physicians providing IME or medicolegal services
  • Administrative teams supporting physician practices
  • IME vendors, claims administrators, and attorneys seeking smoother integration with provider systems

By watching this recording, you’ll gain practical insights into building your own efficient, automated workflow—reclaiming valuable time while enhancing the quality and reliability of your reports.

Summary of Key Takeaways

  • Efficiency Through a Tech Stack                                                                                                                                                                     Dr. Chris Brigham outlines how connected technologies can eliminate inefficiencies, ensuring a seamless process from referral to billing.
  • Real-World Transformation
    Orthopedic surgeon Dr. William Grant describes how he replaced his “patchwork” system with an automated, HIPAA-compliant workflow, allowing him to focus 90% of his time on clinical evaluations. 
  • Automated Referral & Case Management
    Chris Buna demonstrates a three-phase automation system: digital intake forms, auto-generated case files, smart document storage, templated reports, and automated invoicing.
  • Task Tracking & Workflow Integration
    The use of case management tools (e.g., Jira, Trello, Monday.com) ensures intuitive, real-time tracking with automated alerts for tasks, milestones, and billing.
  • AI Support in IME Practices
    The team highlights Smart Medical History, an AI-based tool that streamlines patient interviews, transcription, and report generation.
  • Why Automation Matters
    These systems safeguard PHI, meet regulatory requirements, reduce cycle times from weeks to days, and increase confidence among attorneys, insurers, and providers.

Christopher R. Brigham, MD

Your course director is Christopher R. Brigham, MD, MMS, FACOEM, FIAIME. He is an internationally recognized expert in occupational medicine, impairment evaluation, and disability assessment. With over 40 years of experience, and a background in technology, he has led the development of AMA Guides, authored 300+ publications, and consulted globally on medico-legal issues. He is a sought-after speaker, educator, and thought leader on evidence-based medicolegal practice.