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Tips for Placing New Orders

To fulfill orders successfully, we have provided the following information to help you avoid preventable delays with the production of your records. Since your time is valuable, we urge you to take the extra step in reviewing our helpful tips.

 


Authorizations

Please ensure the authorization is HIPAA compliant and filled out in its entirety. For a HIPAA approved authorization, click here. For more information on HIPAA legislation, click here.

Note: Most major hospitals, such as Kaiser, will not accept an authorization unless it is HIPAA compliant.

Workers Compensation Subpoenas

  1. Please provide the opposing counsel information. If the case is in pro per and you would like us to proceed with issuing a subpoena, please provide the claimant/applicant's address.

    Note: We cannot issue a subpoena without providing notice to the claimant/applicant or their attorney.


  2. Please provide the WCAB Case Number. If one has not been assigned, please provide the application for adjudication if available.

    Note: Some insurance companies, law firms and major hospitals will not accept a subpoena without a WCAB case number.

Claim Records

Please provide as much information as possible such as the insured, the date of injury, and the facility's claim number. If available, please also include a copy of the ISO CLAIM INDEX.

Note: Some insurance companies, such as State Fund, will not accept authorizations.

VA Hospital Records

A Veterans Administration authorization must filled out by the claimant. For a VA medical authorization, click here. Military records must be obtained through the National Personnel Record Center and a separate VA authorization is required. For this authorization, click here.

Note: Please specify whether the claimant was in the military or a civilian working at a military base.

Prison Records

Please provide a CDC number and the dates of incarceration if available.

WCIRB

For information and forms for obtaining records from WCIRB, click here.

Kaiser

In order to obtain medical records from Kaiser, we must issue separate subpoenas or authorizations for Kaiser Hospital and SCPMG (Southern California Permanente Medical Group). Kaiser requires separate subpoenas as the hospital holds inpatient records and SCPMG holds outpatient records.

Note: Unless otherwise specified on your order, two subpoenas will be generated for each Kaiser facility

Kaiser maintains their records in separate regions within larger counties. The possibility exists that patient records overlap two separate regions. In order to obtain all records of the claimant, we are often required to serve paperwork to two or more separate Kaiser facilities. With this in mind, it is important for us to know the locations where the patient was treated.

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