Daily work · 4 min read

Records requests

Setting up providers, the HIPAA authorization check, the follow-up cadence and marking records received.

Before the first request

Add the client's providers, or let them be picked up from bills and records as they arrive.
Upload a signed, dated HIPAA authorization. Requests are held until one is on file and not expired.

Sending

Open the case's Records tab and choose Request records.
Review the provider list. One combined records-and-bills request is drafted per provider.
Approve the batch in the queue.

Follow-ups

If nothing arrives, follow-ups are drafted on a three-step cadence and then the request is escalated to the case manager. Each follow-up is approved like any other outbound item.

Received

Records and bills that arrive by mail, fax or upload are matched back to the request automatically. You can also mark an item received by hand.