Claims record retrieval

The records behind the claim.
The follow-up off your desk.

Medical and billing record retrieval for insurance carriers, third-party administrators, self-insured employers and defense counsel.

Discuss your needs

Bring the collection work under control.

Claims teams need relevant records from the right providers, with a clear view of what remains outstanding. We handle the outreach and follow-up that support that process.

Where we help

Focused on your work.

01

Workers’ compensation

Collect medical records needed for your authorized claim review.

02

Liability & injury claims

Coordinate medical and billing requests across the identified providers.

03

Claims administration

Support recurring retrieval needs and outstanding record queues.

The scope

Records we can pursue.

  • Medical treatment and progress notes
  • Hospital and specialist documentation
  • Medical billing records
  • Relevant diagnostic records for the defined claim

What to expect

Clear ownership.
Practical follow-through.

  • Requests directed to the correct records custodian
  • Persistent provider follow-up
  • Clear communication of barriers and missing records
  • Document checks before delivery
See our process

Common questions

A clearer starting point.

Do you determine compensability or liability?

No. We retrieve records to support the client’s review. Claim, coverage and legal decisions remain with the responsible professionals.

Can you support a third-party administrator?

Yes. We can scope medical record retrieval for an administrator’s assigned claims or provider lists.

Can we request records for a specific period?

Yes. The patient, provider, dates of service and record types are established before outreach and used during document checks.

Start a conversation

Let’s move your next request forward.

Tell us what you need. We’ll help define the next step.

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