Create a New Medical Records Retrieval Case

New Medicals Retrieval cases can be created from either of the following areas:

• Dashboard > Book a Service > MR Retrieval

• Reporting Services (All Services) > Medical Records Retrieval (MR) > Add New Case

• (If you’ve got PMS integrations) PMS INTEGRATION > PMS Case & Matter > your PMS > find your Client and select their corresponding three dots > Add MR Retrieval.

Tip: Creating a new MR case through PMS INTEGRATION will automatically add your Client into the Claim Information.

1. Fill in all of the required information.

   • Claim Information (Client, Reference/Claim No, Type of Claim)

   • Booking Company and CM (Booking Company, Booking CM)

Note: Some non-mandatory fields to take into consideration:

- Requested MR: how much of the medical records are you looking for? (Full History, Selective History, or just Medical Bills)

- Report Funded by IRO/ILARS: provide a record of IRO Approved Funding.

2. Click Create and a new case will be generated with a unique Case Number.

Medical Records Retrieval Case Contents

Once created, the full workflow is created and split into appropriate sections to help with the ease of progression.

1. Client Details: claim information.

2. Booking Company and CM: details of the customer requesting medical records. 

3. Paperwork and MR Retrieval: information regarding the request and retrieval of records from the provider.

4. On-Hold Request: status update to inform users that the case manager has requested to put the case temporarily on-hold.

5. Booking Company & Supplier Invoicing: information regarding the relevant invoice.

6. Case Correspondence: communications between relevant parties in regards to this case and acts as a historical record that can be used for future investigations.

7. Action Required: the place for staff to leave notes to the PIC (including themselves) for easier investigation.

8. Cancellation Status: status update to inform users that the customer no longer require the client’s medical records and that the case can be cancelled. If the cancellation incurs a fee, users must take subsequent actions as required.