Replace email, fax and spreadsheets
Every request, appointment, record and report in one system your staff, evaluators and clients share.
Built for this exact workflow, and run every day at Crosspoint Evaluations.
Case management for medical-legal evaluations
Every case, one secure place.
Intake, scheduling, records, reports and billing for California workers' compensation evaluations, with a portal for every party.
In daily use at Crosspoint Evaluations. Call (415) 548-2070.
Diego MoralesMorales v. Northline Logistics · QME · Ortho
Actions ▾
✓ ScheduledOct 18
✓ Records Rec'd522 pages
✓ AttendanceAttended
✓ Draft ReportShared
Final ReportDue Oct 23
Next step: Draft is out. Submit the final report.
- Expert
- Dr. Priya Raman
- Date
- Oct 18, 9:30 AM
- Location
- Fresno
- Interpreter
- Spanish
APPOINTMENT
- Injury
- Mar 14, 2025
- Client
- Bayline Claims Services
- Documents
- 7 files
- Notes
- 4 messages
CASE
- QME, AME and IMEBuilt around medical-legal evaluations
- A portal for every partyStaff, evaluators and clients
- Stored in the USOn Google Cloud
- Built to SIMM 5300California's security standard
Who it's for
For the people who run medical-legal evaluations, and the agencies that rely on them.
See the evaluations you pay for
Your own portal to track every case, upload records and follow reports, under state-grade security.
Role-based access, audit logging, built to California SIMM 5300.
Ready for the new QME forms
AB 1293 asks the DWC for a medical evaluation request form and a template QME report. Regulations are due by January 1, 2027, with rulemaking starting in January.
Both forms are already built in Casey, ready to match the DWC's final versions.
Follow one case
From request to final report, every step is visible.
Each case moves through the same steps you see in Casey, so everyone knows where it stands and what happens next.
- ✓ RequestedClient submits the case
- ✓ ScheduledEvaluator, date, interpreter
- ✓ Records receivedUploaded and counted
- ✓ ReportDraft to final, on time
- ✓ BilledStatements and receivables
Intake and records
Clients send cases and records straight in.
Clients open a new request, upload records to secure storage and track every case they've sent, all from their own portal.
- New requests and file uploads from the dashboard
- Records received, appointment and report status per case
- Clients see only their own cases
Bayline Claims Services
＋ New Request↑ Upload Files
Scheduling and reports due
Evaluators see their day, and what's due.
Each evaluator gets upcoming appointments by day, with records received, page counts and interpreters, plus a running list of reports due.
- Appointments grouped by day and location
- Record review page counts before the exam
- Reports due, with dates
UPCOMING APPOINTMENTS
Reports due 3Status and case notes
One conversation per case, kept with the case.
Staff message the evaluator or the client right on the case. Each conversation is private to the people in it, and the case page always shows the next step.
- Separate threads for evaluator and client
- New-note alerts on the dashboard
- Documents, notes, report and history on one page
ExpertDr. Priya Raman
ClientBayline Claims Services
🔒 Only staff and Dr. Priya Raman can read this conversation.
The supplemental records came in: 96 pages of PT notes. They're in the Documents tab.
Thank you. I'll include them in the report. Is the deposition transcript in there too?
Yes, 72 pages, filed under Depositions. The report is due on the 23rd.
See it in action
Casey in one minute.
Security
Built for medical records, and for the people who audit them.
Casey holds examinee medical and claim information, so security is part of the product, not an option.
- StandardBuilt to California SIMM 5300The state's information security standard, with controls documented against it.
- HostingWeb tier hosted in a FedRAMP Moderate environmentOn Google Cloud, with case data stored in the United States.
- Sign-inTwo-step sign-in for every new userBy text message, passkey or authenticator app.
- AccessEach party sees only its own casesRole-based access for staff, evaluators and clients.
- AuditReads of case records are loggedWho opened which record in the case database, and when.
- PlansWritten incident response, recovery and privacy plansWith a tested restore of the case database.
Core and add-ons
Start with case management. Add what your organization needs.
Casey Core
Case management
Everything to run medical-legal evaluations day to day.
- Dashboard of every case
- Case details and status steps
- Documents and secure uploads
- Case notes
- Scheduling and reports due
- Evaluator and client portals
- Two-step sign-in
Add-ons
Extend it
Turn on what your organization needs.
- Security and compliance packAccess and export logs, activity alerts, retention schedule, audit trail.
- AB 1293 moduleThe request form and template QME report, with a completeness check.
- Quality review and metricsReport review, complaint tracking and annual metrics with export.
- IntegrationsQuickBooks, DaisyBill, and Microsoft and Google sign-in.
- AI assistCover-letter summaries for evaluators. Off unless you turn it on.
How it's delivered
Your own Casey, not a shared one.
Your own environment
Each organization gets its own separate environment and data.
On Google Cloud, in the US
Hosted on Google Cloud, with case data stored in the United States.
Set up with you
We configure Casey around your caseload, your users and your forms.
See Casey with your own cases in mind.
A 30-minute walkthrough of the dashboard, a case from request to final report, and the security behind it.