Turning Document Chaos Into Case-Ready Files


Remote Case Manager Solution: The Core Process
Our Remote Case Managers execute a refined, compliance-driven records retrieval process designed specifically for PI firms.
- Step 1: Authorization & Provider Verification
Remote Case Manager verifies HIPAA authorizations, confirms provider contacts and departments, enters tracking dates—ensuring compliance and accuracy from the outset.
- Step 2: Request Submission & Persistent Follow-Up
Submit requests via secure channels, log confirmations, conduct weekly follow-ups with escalation protocols—resolving issues and preventing delays throughout the process.
- Step 3: Receipt, Review & Delivery to Your Firm
Review records for completeness, upload with standardized labeling, populate Case Management Software, and notify firms—delivering demand-ready files without delay.
Technology & Tools
Our Remote Case Managers leverage:
- Top PI Case Management Systems (Filevine, SmartAdvocate, Litify, CASEpeer, Needles)
- Secure, encrypted communication platforms for HIPAA-compliant data handling
- Cloud-based document storage with structured naming conventions
- Automation tools (templated request packets, automated follow-up reminders, provider directory logs)
- Tracking dashboards to ensure no request ever slips through the cracks
This technology-driven workflow eliminates delays, increases transparency, and ensures consistent delivery across all cases.

Measurable Benefits to Your PI Firm
Increased Capacity
Handle significantly more active cases without straining your existing internal staff. Reduce bottlenecks that slow down demands and settlements.
Reduced Overhead
Save substantially on wages, benefits, and training costs annually. Eliminate the high churn associated with entry-level administrative roles.
Improved Compliance & Accuracy
Fewer rejected requests and missing providers lead to stronger case files with complete, correctly formatted records. Reduced risk of HIPAA-related issues protects firm liability.
Faster Cycle Times
Accelerate case readiness for demand and improve settlement negotiation timelines with faster record retrieval. Speed up litigation decisions due to earlier file completeness.