Now accepting Q3 partners
Medical Records Outreach & Retrieval Pilot Program
Explore the Pilot Experience
Designed for impact. Built for you.
This pilot program is designed for organizations ready to streamline their medical records outreach and retrieval process. Whether you’re exploring automation for the first time or looking to test a new approach before scaling, the pilot offers a structured, low-risk way to evaluate the impact of our solution.
This pilot is ideal for organizations looking to:
- Reduce manual effort and turnaround time
- Improve provider response rates
- Enhance accuracy and audit-readiness
- Evaluate solutions before committing to production
A fully configured pilot environment
Outreach and retrieval via multiple secure channels (fax, mail, email, portal)
Real-time tracking, follow-ups, and reporting
Secure document intake, indexing, and delivery
Full program support and collaboration with our implementation team
A comprehensive summary report with ROI insights
- We’ll work together to define your use cases and success metrics
- Our team sets up your secure site, workflow, and templates
- You run the pilot — we support, track, and optimize along the way
- You receive a summary report with measurable outcomes and recommendations
- Duration: 90 days
- Included Volume: Up to 750 outgoing requests
- Availability: 3 slots for Q3
- Timeline: Setup begins within 2 weeks of contract execution