Medical Records Management for Clinics
Records requested from previous physicians, hospitals, and specialists, compiled, and filed to the chart ahead of the visit.
Providers need the full history before they see a patient. MD Agility requests records from previous physicians, hospitals, and specialists, follows up until they arrive, and compiles and files them so the chart is ready before the visit.
What our medical records service covers.
Outgoing records requests with patient consent
Follow-up until records are received
Compilation and filing to the chart
Chart preparation before visits
Release-of-information requests per your policy
How we start managing your records.
- 01
Discovery
We map your current workflow, EMR/EHR, protocols, and the outcomes you need.
- 02
Build & train
We document the workflow and train a dedicated team on your practice's rules.
- 03
Go live
Your team starts working the queue, with regular reporting and a single point of contact.
See how we can save your practice 60+ hours/month
Book a free 20-minute discovery call. No commitment.
Other services that compound the value.
Medical Answering & Inbound Call Support
every business day HIPAA-compliant live answering for medical practices.
Outbound Patient Calls
Recalls, reminders, and follow-up campaigns.
Appointment Scheduling
Live Medical Receptionists scheduling directly in your EMR/EHR.
New Patient Onboarding & Intake
New-patient onboarding and demographics.
Medical records questions, answered.
Do you handle records release requests too?+
Yes. We process release-of-information requests following your policy and applicable privacy law.
How do you handle consent?+
We collect and file signed patient consent before any records request goes out.
Is this service HIPAA and PIPEDA compliant?+
Yes. Every team member completes HIPAA and PIPEDA training, we sign a BAA or equivalent agreement, and all work happens inside your secured systems.
MD Agility's medical records management is also commonly searched as: medical records request service • chart preparation • medical records management clinic.
Explore the rest of MD Agility's medical back-office services.
every business day HIPAA-Compliant Medical Answering Service for Practices
Live Canadian and American medical receptionists answering every inbound call, booking directly into your EMR/EHR, triaging patient needs, and documenting each interaction in real time.
Outbound Patient Calling: Recall, Reminder & No-Show Recovery
Provider-requested calls, reminders, recalls, and outreach campaigns run end-to-end against your EMR/EHR, with every attempt documented.
Medical Appointment Scheduling Service Inside Your EMR/EHR
EMR/EHR-credentialed schedulers booking into your live calendar while following every provider-specific rule and protocol.
New Patient Onboarding & Intake
Forms, demographics, records, and insurance information collected and loaded into your EMR/EHR so every new patient is appointment-ready before they arrive.
Bilingual Spanish Medical Receptionist Service
Native Spanish-speaking, HIPAA compliant medical receptionists at the same rate as English coverage.
Virtual Medical Receptionist Service for U.S. Practices
Custom part-time and full-time medical reception solutions designed to function like an extension of your in-house team.
Text Message Management
Trained Medical Receptionists managing your clinic's patient text and SMS inbox.
Email Inbox Management
Managed coverage of your clinic's email inbox, replies, triage and EMR/EHR documentation included.
No-Show and Cancellation Management for Medical Practices
Cancelled and no-show patients contacted the same day and rebooked, so open slots turn back into visits instead of lost revenue.
Waitlist and Cancellation-Fill Management for Clinics
Last-minute openings filled proactively from your clinic waitlist, keeping provider schedules full without front-desk scramble.
Patient Portal Message Management for Medical Practices
Patient portal inquiries monitored, answered, or routed to the right provider within your response-time standards.
Insurance Eligibility & Benefits Verification for Medical Practices
Eligibility, benefits, and coverage verified and posted to the EMR/EHR 48 to 72 hours before every visit, for US insurance and Canadian health cards alike.
End-to-End Prior Authorization Service for Medical Practices
Prior authorizations submitted, tracked daily, peer-to-peer scheduled, and denials appealed, all documented inside your EMR/EHR.
Medication & Drug Prior Authorization
Medication prior authorization handled end-to-end with payors, pharmacies, and prescribers, fully documented inside your EMR/EHR.
Uninsured and Third-Party Billing Administration for Clinics
Billing for uninsured services, third-party payors, and patient-pay items handled start to finish, including EMR/EHR searches for unbilled and outstanding invoices.
Patient Billing and Accounts Receivable Follow-Up
Patient invoices issued, outstanding balances followed up, and payments collected through respectful, documented outreach that protects the patient relationship.
HIPAA-Compliant Medical Fax Management Service
Every inbound fax triaged, categorized, attached to the chart, and routed in under two business hours.
Medical Referral Coordination & Loop-Closure Service
Inbound referrals reviewed, records attached, categorized, and routed within 24 hours, then tracked until the appointment and report are received.
Prescription Refill Triage & Management for Medical Practices
Refill and renewal requests triaged against your protocols, queued for one-click provider approval, and communicated to pharmacy and patient.
Provider Message Management
The EMR/EHR tasks and messages your providers send after reviewing faxes, results, and patient requests, worked and closed by our team.
Specialist Waitlist Management
Managed specialist waitlists with active patient outreach the moment a slot opens.
Hospital & OR Booking
Hospital admissions, operating room bookings, and pre-operative administrative coordination handled end to end for specialists.
Outstanding Test and Referral Tracking for Medical Practices
Scheduled EMR/EHR searches for pending labs, imaging, and referrals, with active follow-up on every outstanding item until it is resolved.
Preventive Care and Screening Recall Service
Patients due for screenings, chronic disease follow-up, and preventive visits identified in your EMR/EHR and contacted until the appointment is booked.
Hospital Discharge Follow-Up and Booking for Clinics
Discharge notifications actioned promptly, with timely post-discharge follow-ups booked with the appropriate provider.
Palliative Patient Booking and Coordination
Sensitive, timely coordination of palliative patient appointments, provider communication, and family contact handled with the care this work demands.
EMR/EHR-Integrated Virtual Medical Receptionists
Credentialed medical receptionists working inside your real EMR/EHR, with no parallel CRM, no double entry, and a full audit trail.
EMR/EHR Inbox and Task Management
Your EMR/EHR inbox, task queues, and administrative to-dos worked daily by credentialed staff, so nothing sits unactioned.
Provider-Specific EMR/EHR Searches and Reports
Custom EMR/EHR searches and recurring reports built around each provider's needs, from outstanding items to quality metrics.
Third-Party Forms and Paperwork Administration
Insurance, disability, and third-party forms tracked, prepared to the administrative stage, and returned on time.
Less Front Desk Stress. More Time for Patient Care.
Book a quick 20-minute call to discover how MD Agility can seamlessly support your clinic's reception and administrative needs.
