Medical records coordination
Track approved requests, verify release requirements and prepare documents for authorized secure delivery.
Practice operations
Keep the paperwork moving without losing the trail
Most practices have a list of small tasks that become urgent only after they have been ignored: a records request waiting for documentation, a referral missing a faxed order, or an insurance letter no one has assigned. We help bring order to those queues.
The practical problem
The details matter
Administrative work is not just data entry. Each item needs the right patient or provider match, an authorized destination, a due date and proof of what was sent. A clear process makes it easier to spot the item that needs attention before it becomes a complaint.
Before work begins, we'll agree on the tasks, systems, reviewers and handoffs. That makes it clear what your team keeps, what ERG supports and what needs a specialist or vendor approval.
What we can help with
Services you can actually put to work
Choose a focused project or a defined ongoing workflow. The final scope follows your practice's systems and requirements.
Referral packet handling
Collect required administrative items, identify gaps and follow up with referring or receiving offices.
Document indexing
Organize incoming faxes, forms and correspondence into the correct queues or approved records.
Prior authorization coordination
Support administrative information gathering, status checks and payer follow-up; clinical necessity decisions remain with practitioners.
Insurance correspondence management
Log payer letters, missing information requests, deadlines and follow-up owners.
How we'd work together
Start with the workflow, then the solution
Define queue rules
Separate routine documents from urgent records and requests requiring clinical review.
Agree on permissions
Identify approved sources, recipients, identity checks and access roles.
Report exceptions
Surface overdue, incomplete or unmatched requests instead of silently closing them.
Common questions
Before we get started
If your practice uses a specific EHR, phone system or platform, mention it when you contact us. We'll assess what's possible in that environment.
Can you handle medical records requests?
We can coordinate them with the practice's authorization, identity verification, release process and secure delivery rules.
Can you assist with prior authorizations?
Administrative preparation and payer follow-up can be scoped. Clinical documentation and medical necessity decisions require clinician input.
Can this work with our existing staff?
Yes. These tasks can be assigned as overflow, project-specific or ongoing support rather than replacing your existing roles.
Related support
Services that often work together
ERG started with the financial side of a medical practice. See our medical billing services or explore the complete service directory.
Tell us which part of the work you want help with.
We can talk through your current process, where support would make a difference and what a reasonable scope looks like.
Talk to ERG