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Submitting a New Records Request
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Create a New Request:
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From the dashboard, click “New Request” (top right corner).
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Enter Patient Information:
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Click “Add New Patient.”
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Fill out: First Name, Last Name, State, City, Date of Birth (required).
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Optional: Social Security Number, Comments, Date of Injury.
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Click “Save and Continue.”
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Search for the Provider:
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Enter known information or to see all providers in the system, leave blank.
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Click “Search.”
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Select one or more facilities by clicking “Select” next to each name.
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Choose Records Type:
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Pick one or more: Medical, Billing, and/or Imaging records.
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Document Upload
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Upload a document or multiple documents. Documents examples are an authorization form, affidavit template, DWQ, etc
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For each document that is uploaded, select which record type it pertains to.
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For each document that is uploaded, select a document category. Then click Save Documents
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Select Record Optons:
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Choose Digital Download or Mail Delivery (Imaging is Mail only).
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Optional: Choose Expedite (if available), uncheck Affidavit if not needed.
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Add Start Date (auto-fills others), and optional End Date (defaults to today if blank).
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Review & Submit:
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Confirm that all information is correct.
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Check the confirmation box, then click “Checkout.”
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Payment:
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The platform fee is paid upfront. Record fees are billed later.
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Click “Pay Now” to access the secure payment site.
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Pay with a credit card.
