Medical Records, Handled.
From request to chronology, we collect every record and bill, run lien checks, and deliver demand-ready summaries — so your case team gets buildable files, not paper chases.
Records aren't the work. Chasing them is.
Every PI case stalls in the same place: waiting on records. Providers ignore requests. ROI departments lose authorizations. Bills arrive missing line items. Your paralegals burn weeks on follow-up calls instead of building demand packages.
The work itself is simple. The volume kills you.
What it usually looks like
- Authorizations sitting in a queue for 3+ weeks before going out
- Providers ignoring 2nd and 3rd requests
- Bills missing dates, providers, or line items
- Demand packages delayed for months waiting on one final record
From request to demand-ready summary
Every deliverable below is part of the standard medical records workflow for our case-team clients.
Medical Record Retrieval
We request, chase, and receive records from every provider on file. Subpoenas, HIPAA authorizations, repeated follow-ups — handled.
Medical Bill Retrieval
Itemized bills pulled from every provider, hospital, ER, imaging center, and specialist that touched the case.
Record Summaries & Chronologies
Date-ordered medical chronologies and treatment summaries built for demand packages and case evaluation.
Bill Balance Verification
Outstanding balances confirmed against every provider before demand drafting — no surprises at settlement.
Child Support Lien Checks
Statewide child-support lien verification on every plaintiff before disbursement.
Provider Follow-Up Cadence
Weekly chase calls and faxes until the records arrive. No request is left to die in a hospital ROI department.
Medical records is dedicated work — delivered by Impact Assistants.
Impact Assistants
A dedicated assistant who learns your providers, your record requirements, and your demand template — then runs your records pipeline end-to-end.
Explore Impact AssistantsIntake 360
Intake 360 is action-based intake and reception coverage — not case-level records work. Pair it with Impact Assistants for full coverage from first call to settlement.
Learn about Intake 360From provider list to demand-ready file
Provider list intake
You send us the providers; we set up the request matrix.
Authorizations & requests
HIPAA-compliant requests sent same day, tracked in your CRM.
Follow-up cadence
Weekly chase until records and bills are in hand.
Summary delivered
Chronology + bill summary uploaded to your case file.
What changes for your firm
Demand-ready files, faster
Cases reach demand stage in weeks, not quarters. Your paralegals stop chasing — they start building.
Cleaner financial picture
Bill balances verified before demand. No nasty surprises during lien negotiation or final disbursement.
Attorneys back on the law
Your team stops being the records department. They focus on case value, negotiation, and trial prep.
Common questions
How fast do you turn around a typical records request?
First request goes out same day. Average provider turnaround is 14–30 days; we chase weekly until we have everything. Complex multi-provider cases typically wrap inside 60 days.
Do you handle subpoenas when providers won't respond?
Yes. We draft and serve subpoenas through your firm when authorizations are ignored, and follow up until compliance.
Will summaries be ready for demand packages?
Yes. Chronologies are formatted to drop directly into your demand template — dates, providers, diagnoses, treatments, and bill totals organized for adjuster review.
Do you bill providers for record fees?
We coordinate fees through your firm's preferred billing process. ROI fees, copy charges, and certifications are itemized and tracked.
Which product handles this work?
Medical records work is delivered through Impact Assistants — a dedicated team member integrated into your case workflow. Intake 360 is on-demand intake coverage and doesn't include case-level records work.