Healthcare · Compliance & Ops
New Patient Records Transfer Request
Coordinate medical records transfer from a patient's previous provider.
Apps this needs
EHR / Practice System
Read availability and write appointments back to your clinic system.
Connect during setup
Inbound Email
Let the agent read and answer email enquiries.
Connect during setup
How it works
- Agent collects the required authorization and previous provider details from the new patient.
- Submits the records request through the appropriate HIPAA-compliant channel.
- Tracks status and sends a follow-up if there's no response within a standard window.
- Notifies the practice once records are received and filed.
Data sources
EHR records request tracking
Patient authorization records
What it targets
- Records requests submitted within 48 hours of authorization Target 95%
- Requests received before the patient's first visit Target 70%