HomeProductEvidence Request Automation
MEDICAL RECORDS REQUEST TRACKING
ROADMAP · PLANNED

Outstanding records, chased automatically.

Medical records request tracking keeps every outstanding record request moving: tiered follow-up escalation, configurable aging thresholds, and a full audit trail. Overdue requests climb the tiers and stay at the top of the queue until resolved — and received records land in the case file for review.

One boundary, stated plainly: it tracks and escalates the requests you send — it does not retrieve records from providers.

Adams, Timothy — right knee · Case #IME-4812 4 requests tracked
RequestStatusNext step
Cedar Valley — records RECEIVED 2 packets in file
Pinnacle Ortho — imaging TIER 2 Escalate to supervisor
County Medical — prior care OVERDUE Final-tier flag raised
Pain Mgmt Assoc. — notes TIER 1 Reminder scheduled
Every follow-up, escalation, and status change is logged to one audit trail.
Built alongside the platform
Designed alongside missing records identification — first the platform finds the gap, then it makes sure the request to fill it never goes quiet.

Tiered follow-up, on a schedule you set.

Each request carries its own escalation ladder: a first-tier reminder after a set number of days, a second-tier escalation to a supervisor or alternate contact, and a final tier that flags the request for formal action. No spreadsheet, no sticky notes, no request forgotten in a drawer.

Follow-up tiers configurable per provider type or matter
Every tier change logged, timestamped, and attributed
Escalation ladder · Pinnacle Ortho — imaging
TIER 1
Reminder to records custodian
Sent automatically when the request ages past your threshold
TIER 2
Escalation to supervisor or alternate contact
With the full request history attached
TIER 3
Flag for formal action
Subpoena, motion, or regulator referral — your call, your counsel
The platform tracks and escalates. Sending the request stays with you.
Request queue sorted by age
County Medical — prior care OVERDUE
Pinnacle Ortho — imaging DUE SOON
Cedar Valley — records RECEIVED
Received packets flow straight into supplemental record review — deduplicated against the 342 pages already in the file.

Overdue never hides in the pile.

A due date per request, or a default aging threshold per provider type — when a request passes it, it gets flagged, climbs the tiers, and sits at the top of the queue until it is resolved or closed. When records do arrive, they land in the same case file, ready for review.

Overdue flags with configurable aging thresholds
Received batches route into supplemental record review

A paper trail for the paper chase.

Every event in a request's life is logged: when it was opened, each follow-up and escalation, every status change, and who touched it. When a court or an auditor asks how diligently a record was pursued, the answer is an export, not a reconstruction.

Timestamped, attributed history per request
Exportable for diligence, discovery, or audit
Audit trail · County Medical — prior care
Day 0 Request logged · owner assigned
Tier 1 Reminder recorded · custodian contact noted
Tier 2 Escalated · full history attached
Overdue Final-tier flag raised · export ready for counsel
Built to the same standard as the platform's audit trail & chain of custody.
The boundary

It tracks the chase. It doesn't fetch.

Medrecords AI is not a records-retrieval service and won't pretend to be one. Your team sends the requests and holds the authorizations; the platform makes sure every request is visible, escalated on schedule, and documented to an audit-grade standard — the same source-linked, legally defensible discipline as everything else on the platform.

See Audit Trail & Chain of Custody
What it does
· Track every outstanding request · Escalate on your schedule · Flag overdue custodians · Export the full audit trail
What it doesn't do
· Contact providers for you · Hold your authorizations · Obtain or deliver records · Replace your retrieval vendor

How it works.

Three steps, in the same workspace your case file already lives in.

01
Log the requests you've sent

Provider, what was requested, when, and a due date — or start from the gaps missing-records identification found.

02
Escalation runs itself

Tiered reminders and overdue flags fire on your schedule; every event lands in the audit trail automatically.

03
Records arrive, review begins

Mark the request received; the new batch routes into supplemental record review, deduplicated against the file.

Who's been asking for it.

The teams that chase the most custodians, across the most files at once.

FAQ

Records request tracking, answered.

No. Evidence Request Automation tracks and escalates the requests your team sends — it is not a records-retrieval service and will not contact providers or obtain records on your behalf. You send the requests; the platform makes sure none of them go quiet.

Each request carries a follow-up schedule you configure: a first-tier reminder after a set number of days, a second-tier escalation to a supervisor or alternate contact, and a final tier that flags the request for formal action. Every tier change is logged.

A due date you set per request, or a default aging threshold per provider type. When a request passes its threshold it is flagged overdue, moves up the escalation tiers, and surfaces at the top of the queue until it is resolved or closed.

Every event in the request's life: when it was logged, each follow-up and escalation, every status change, and who touched it. The trail is exportable, so you can show a court or an auditor exactly how diligently a record was pursued.

The new batch routes straight into supplemental record review, deduplicated against the pages already in the file, so it lands ready for review instead of sitting as a separate download to sort through by hand.

Available today

Stop chasing records by hand.

This workflow is planned, not generally available. Book a conversation to discuss the intended scope, safeguards, and whether roadmap access fits your team.