Locate.
Confirm the records needed. Send the right request to the right location.
Our Process
Every step.
Accounted for.
The right destination. Rigorous follow-up. Clear escalation. Records checked against your requirements.
Discuss your needsPursue.
Confirm receipt. Follow up rigorously. Keep the retrieval moving.
Resolve.
Escalate delays. Involve you when your intervention is needed.
Verify & deliver.
Check every file against your requirements. Resolve gaps or flag what remains outstanding.
Before outreach begins
Start with a clear scope.
We establish the documentation requirements and responsibilities before the collection work starts.
What is needed
The patient, records, dates of service and document types.
Where to request it
The treating provider, facility or records custodian.
What matters to you
Your priorities, delivery requirements and escalation contacts.
Common questions
A clearer starting point.
What information is needed to begin?
We establish the patient and provider details, requested dates and record types, relevant request permissions, and project requirements before outreach. Do not send patient information through this website.
Can you guarantee a completion date?
Provider response, authorization requirements and record availability affect completion. We agree on follow-up expectations and keep you informed about progress and obstacles.
What if records are incomplete or unavailable?
We pursue identified gaps, escalate barriers and clearly communicate anything that remains outstanding or unavailable.
Start a conversation
Let’s move your next request forward.
Tell us what you need. We’ll help define the next step.