Keep Every Records Request Moving

At Qvery, we help law firms spend less time chasing records, with custom AI agents that check and track every request. We build them around your own checklist and response rules. A records request is only as good as its authorization, and then comes the clock people lose track of. Each week, your team gets the short list of who to chase, with the follow-ups written. Your team reviews them and sends them. The agent sends nothing to a provider on its own.

Every request, from every case, sits in one log. The agent records the provider, the date it went out and how it was sent. Each request carries its due date, worked out from your own response rules, with the rule shown beside it. The weekly list covers all cases at once. It shows the requests that are due or overdue, with a follow-up already written for each. Nobody keeps the tally by hand. Each follow-up is an email already drafted for the provider. Each request has its own row in the log.

Yes. It checks and logs the requests your team sends and drafts the follow-ups. Where a service orders records for you, the agent tracks its deliveries the same way. Requests from your team and from the service sit in the same log, each with a due date. One list shows what is still outstanding. The weekly list covers both, so a chase never depends on remembering which route a request took. The service does its work, and the agent holds the record.

The items on your firm's list: the patient's details, the provider, the records and dates requested, and the signature. Each item comes back found, missing or different. The check runs before the request goes out. A form with a gap returns to your team first. The gap is then fixed in-house, not found weeks later when a provider sends the form back. A missing date or an unticked box is caught the same way every time. The same list is applied to every authorization, whoever prepared it.

No. It checks the form against your list and marks each item found, missing or different. It never says an authorization is valid or compliant. Whether a form meets the law in a particular state stays with your attorneys. The agent only compares what the form says with what your list asks for. The result is a marked list, not a legal opinion, and your attorneys keep the call on every form.

From your own response rules by state and provider type. Response times differ widely, so the agent shows the rule behind every date. A request with no confirmed receipt has no due date yet. It stays on the list, marked unknown, until the receipt is logged. Nothing is guessed. Your team sees each date beside its rule. A request with no receipt never drops off the list. Your rules come in at setup, so the dates follow what your firm already works to. Where a state or provider type runs on its own timing, your rule table says so.

An agent for this job costs about $20,000 to build and $700 a month to run. The calculator above shows what that means against your team's time on records. Put in your own numbers and the result updates as you type. Today someone logs each request, tracks its due date and chases each provider by hand. The agent takes that logging and tracking on, and drafts the weekly follow-ups. That tracking is the chasing part of the work.

The agent reads only the folders and logs you connect it to. It checks the signed authorization and keeps the log. You decide where it runs and how long anything is kept. Health paperwork stays in the folders and logs you already keep. Because the agent sends nothing itself, no authorization or record leaves your firm without your team's hands on it. The log it keeps records what went out, to which provider and when.

We deliver a working agent in about two weeks, set up with your checklist and your response rules. It runs on your open requests first. The log starts with what is outstanding today, each request with a due date and the rule behind it. The first weekly list shows which providers to chase now. After that, each new signed authorization is checked before its request goes out. Requests from every case appear in the same weekly list from the first week.

Your authorization checked against your list, a log of your requests with due dates and the follow-ups to send. You send one signed authorization, your checklist, your open requests and your response rules. Use an authorization from a request that is still open, and the log shows what is due now. The result comes from vlad@qvery.ai within 15 minutes, and your files are deleted as soon as it is sent.