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Your role
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I need records

I submit requests asking for medical records or documents and need to receive them securely through the portal.

Law Firms Insurance Companies Patients Legal Copy Services
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I fulfill records

My organization receives records requests, processes them, and delivers documents securely through the portal.

Hospitals & Clinics Medical Records Depts ROI Companies Law Offices
Not sure which one?

If you send requests asking for records → choose Requestor.
If you receive requests and send records to others → choose Provider.
Still not sure? Contact our team and we'll help.

What type of requestor are you?

Select the option that best describes how you'll be submitting records requests.

Professional Organization
I request records for professional or legal purposes on behalf of an organization.
e.g. Law firms, insurance companies, legal copy services
Patient / Individual
I'm requesting my own records or records for someone I'm authorized to represent.
e.g. Patients, authorized family members, personal representatives

What type of provider are you?

Select the option that best describes your organization's role in handling records.

Healthcare Provider
My organization provides patient records to requestors — we own and manage the records.
e.g. Hospitals, clinics, private practices, medical centers
ROI / Custodian of Records
We manage and fulfill records on behalf of multiple healthcare providers as a third party.
e.g. Record retrieval firms, in-house copy services, ROI companies
Law Office
Our law office receives subpoenas requesting records we hold and needs to fulfill them securely.
e.g. Law offices that hold and produce attorney files and claim documents