Records

Records Requests by Requester Type

Patients, attorneys, insurers and other practices all ask for records, and each has different rules.

Patients, attorneys, insurers and other practices all ask for records, and each has different rules.

Treating every records request the same is how practices end up either releasing too much or delaying legitimate continuity-of-care requests. The authorisation requirements, permitted fees and turnaround expectations genuinely differ by requester, and front-desk staff are rarely trained on the distinction.

What goes wrong today

Treating every records request the same is how practices end up either releasing too much or delaying legitimate continuity-of-care requests. The authorisation requirements, permitted fees and turnaround expectations genuinely differ by requester, and front-desk staff are rarely trained on the distinction.

What good looks like

The requester type established at intake, driving which authorisation is needed, what may be charged, and how urgently it must move.

  • Requester type captured before anything else
  • Authorisation requirements that follow from it
  • Continuity-of-care requests prioritised appropriately
  • A single log regardless of how the request arrived

What to measure

Agree these before changing anything, so the effect is visible rather than argued about.

  • Median days to fulfil by requester type
  • Requests pending past your policy window
  • Rework from incorrect authorisation

Where we stand: We don't solve this

We capture the request on the call. Authorisation validation and fee handling belong to a dedicated ROI vendor.

Rollout checklist

  • Document how this is handled today, and by whom.
  • Put a number on the hours or dollars involved.
  • Decide which cases must always reach a person.
  • Agree the metrics you will judge success on.

Frequently asked questions

Do you solve this today?

We capture the request on the call. Authorisation validation and fee handling belong to a dedicated ROI vendor.

How do we know if this is our biggest gap?

The Front Desk Opportunity Scan ranks this against every other area using your own volumes.

More in Process