Index / Medical Records & Liens
PB-014

Medical Records Chase

Tracks every outstanding records request and chases the providers that have gone quiet.

Before you run this

Protected health information. Confirm your HIPAA posture and any business associate obligations before connecting a records system to anything.

The spec — copy this

Set up a new bot for me that runs every weekday. Walk me through connecting my case management system and my email, then configure it: track every outstanding medical records and billing request by provider, matter, date requested, and date last chased, and surface anything past my follow-up interval with a drafted follow-up letter referencing the original request date, the authorization on file, and the specific records still missing. Escalate the providers that have ignored two or more follow-ups, and tell me which are chronically slow across all my matters so I can change how we request from them. Ask me for my follow-up intervals, my letter templates, who signs them, and which providers need a phone call instead. Show me every draft before it sends, run it read-only for a week, then save it.
Paste into an assistant that can connect to your systems.
Category
Medical Records & Liens
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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