Problem Statement

Attorney requests for patient records and billing arrive through a shared inbox and must be validated, fulfilled with the right invoices and records for the specified date range, and returned in a deliverable form. Done manually, this is slow research-and-assembly work, and the inbox is easy to let back up; meanwhile each request carries a legal time element, and pulling the wrong records or the wrong date range risks releasing information that shouldn't go out. Getting these answered accurately and on time keeps the organization responsive to legitimate legal requests without exposing it to errors in what's disclosed.

Automation Solution

This automation validates attorney requests from the shared inbox, gathers the matching invoices and records in IDX for the requested date range, and prepares the electronic statement for delivery.