At Medchart, we are committed to providing our customers with the best possible service and experience for processing their medical record requests. 


It is our commitment to meet or exceed the following standards. 



Responsibilities of the law firm to avoid delay in retrieval  

  • Provide accurate healthcare provider contact information for where the request should be sent to. Verify that the requested provider address is the correct before submitting the request to Medchart 
  • Prior to submitting a request, upload all required supporting documentation for substitute decision makers who have signed consents.   
  • Respond in a timely manner to inquiries from the Medchart team. 
  • Respond in a timely manner to approve or reject healthcare provider fee estimates or invoices.  


Rejection of Fees or Estimates  

  • If fees are accepted, then payment will be issued to the healthcare provider by Medchart immediately and the request will continue to be processed normally.  
  • If the law firm rejects the invoice or estimate from a healthcare provider, then we will send out the rejector’s notice and written message directly to the healthcare provider.  
  • If then, a revised or second invoice or estimate is received by Medchart, we will seek approval from the law firm before proceeding to pay the invoice or approve an estimate.  
  • If then, a revised or second invoice or estimate is rejected by the law firm then the law firm will be given the option to cancel the request or engage the healthcare provider directly over the phone to attempt to negotiate another revised invoice.
      

Rejection of Fees or Estimates  

  • If fees are accepted, then payment will be issued to the healthcare provider by Medchart immediately and the request will continue to be processed normally.  
  • If the law firm rejects the invoice or estimate from a healthcare provider, then we will send out the rejector’s notice and written message directly to the healthcare provider.  
  • If then, a revised or second invoice or estimate is received by Medchart, we will seek approval from the law firm before proceeding to pay the invoice or approve an estimate.  

  • If then, a revised or second invoice or estimate is rejected by the law firm then the law firm will be given the option to cancel the request or engage the healthcare provider directly over the phone to attempt to negotiate another revised invoice.  

Request Outcomes 

  • A request is fulfilled if we receive requested medical records from a healthcare provider and all outstanding invoices have been paid. 
  • A request is fulfilled if we receive written confirmation that no records exist within the specified timeframe for a patient who has been seen at that healthcare institution or by the specified provider.
  • A request will be closed if provider contact information can not be confirmed and there is low confidence that we have the correct information on-file. 
  • A request will be closed if we receive written confirmation that the patient has never been seen at that healthcare institution or by the specified provider.
  • A request will be closed if there are no records retrieved within 90-days of the request. 

Provider Standard Follow-up Schedule:


Timeline 

Action 

Procedure 

1-2 days 

1st Request 

A request will be sent out via fax/email/letter mail 

1 Day  

Phone Call  

A phone call is made to confirm receipt of request 

2 Day  

Phone Call  

A phone call is made to explain the urgency  

3 Day  

Phone Call  

A phone call is made to explain the urgency  

4 Day  

Phone Call  

A phone call is made to explain the urgency  

5 Day  

Phone Call  

A phone call is made to explain the urgency  

5 Day  

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter 

10 days  

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter 

30-36 days 

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

30 - 36 days 

  

 

Phone call 

A follow up phone call is placed  

37 - 43  

  

 

Written reminder 

  

A reminder of outstanding request will be sent via fax/email/letter  

44– 50 days 

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

50 -56 days 

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

57 – 63 days  

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

63 - 69 days  

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

65 Days  

Phone call  

A follow up phone call is placed 

70 - 76 days  

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

77-83 days  

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

83-89 days  

  

 

Written reminder 

A reminder of outstanding request will be sent via fax/email/letter  

90 Days  

  

Cancel ROI  

  

*Actions listed will be completed within the indicated timeline falling on the next available business day. 

  

The request will not go on the batch letter in the following scenarios  

  • The request has a pending transaction  
  • The request is on hold  
  • Communication is paused