Once Bills/Records have been requested by the plaintiff attorney via SimplifyPI, you will receive an email notification.
Compliance Tip: Ensure you have a HIPAA authorization signed with relevant parties before sending records.
Sending Records/Bills: #
You do not have to wait for an attorney to request records before sending records, but you may want to prioritize records requests made by attorneys. To view these requests, start at Step 1; else, directly go to the case details page of the relevant case and skip to Step 3.
1. Click the “Bills/Records Requested” tab on the left menu. Cases whose bills/records you marked as requested yourself will also appear on this page.
2. Click the case whose records you’d like to send.
3. Scroll down to the “Documents” section
4. Click the “Send Bills/Records” next to the relevant provider. Once submitted, the users of the law firm on the case to the case will get an email notification.
You can always “Undo Send Document” by clicking the undo button if you need to.
