YoCierge introduces its most comprehensive integration to date with the amazing case management software: Filevine!

Medical record retrieval now seamlessly integrates with Filevine, to give you unprecedented efficiency for your law office. Our software engineers have designed this interface to take advantage of the unique features only available in Filevine. We live in a private cloud just like Filevine, so you don't need to install any software to take advantage of the improvements below.

Search Among Your Filevine Matters

Once you have connected your YoCierge account with Filevine, you will be able to search all your Filevine projects from the YoCierge portal. The search happens in real-time and, thanks to Filevine's cutting-edge technology, it's lightning-fast and intelligent, not only recognizing project names but also searching your Filevine contacts and list related projects.

Filevine

YoCierge

Patient or Subject Details Automatically Prepopulated

Record retrieval often faces unexpected delays because of incorrect information provided; it's easy to make a typo in a name or date of birth. When you use our Filevine integration, the project's contacts will be presented in a simple, drop-down menu on our portal. In the case of multiple contacts, we detect the ones you most likely need records for and ignore the others.

Filevine

YoCierge

Often knowing the exact date of loss or date of the incident is helpful when locating records. Just use Filevine's intake section and fill out the Time of Accident field; it will be automatically carried over to your record request.

Filevine

YoCierge

Getting signatures on HIPAA forms has been a time-consuming task, but now, we can copy the email address that you entered for the contact in Filevine and send the HIPAA forms with just a click for e-signatures. Your client can sign it legally on his/her phone and be done with it in seconds.

Filevine

YoCierge

Enter Record Custodians Once

One of our favorite features of Filevine is the Meds section where you can list all the medical locations where your client received treatment. These are the custodians that you likely need records from. When you get to the Locations step on the YoCierge portal, these Filevine Meds entries will be automatically listed there in a simple to use drop-down menu. Of course, you can add additional locations as well, beyond what you already entered into Filevine.

Filevine

YoCierge

Not only can the locations be selected easily but crucial data such as the medical record number is pulled from Filevine's Provider's Account Number field, further ensuring accurate retrieval of the records and avoiding the receipt of incorrect "no record" statements.

Records Delivered Straight Into Filevine

Once records arrive at YoCierge, they will be uploaded automatically into Filevine under the connected Meds entry. This makes it effortless to track what has arrived for your case and provides easy access to all Filevine users, even those who were not involved in the record retrieval process.

Expenses Registered and Invoices Uploaded

When YoCierge creates an invoice for record retrieval, it also automatically registers a new expense item in Filevine. This ensures that no expenses were missed and that your firm will be reimbursed properly for the record retrieval costs. A copy of the actual invoice is attached to the entry as well.

Optional Filevine - YoCierge Connected Fields

In Filevine, you have the option to add certain fields related to YoCierge, which will automatically be updated as we progress with record retrieval. This enhancement provides deeper insights directly within Filevine regarding the status of record retrieval.

Feel free to name these fields as you see fit, but kindly inform us once they are established along with their precise names, so we can adjust our integration to match.

YoCierge Request Number

Ideally placed in the Meds section of Filevine, this field displays the unique request number assigned by YoCierge for a specific Meds record. It facilitates tracking the request through YoCierge’s platform or other communications.

YoCierge Request Status

This field shows the current status of the request, indicating whether it is completed or ongoing.

Last Activity

YoCierge updates this field with the most recent five activities, typically including internal notes from discussions with record keepers.

Request Created Date

Marks the date YoCierge received the request.

Request Completion Date

The date on which YoCierge completed the request.

Medical Records Received Date

Indicates the date the first set of medical records was received by YoCierge.

Billing Records Received Date

Shows the date the first set of billing records was received by YoCierge.

Case Manager or Paralegal Field

In the standard setup, YoCierge assigns the request to the individual who submitted it. Should you wish to designate a case manager or paralegal as the assignee after the request has been made, you need to create a specific field for this action. This functionality allows you to update the point of contact responsible for the case and the associated record retrieval both in Filevine and YoCierge simultaneously. It is recommended to implement this feature at the project level, ideally within the Intake section.

YoSign Link

For those utilizing the YoSign feature frequently, storing the unique YoSign link for a client in Filevine simplifies the process of resending it as needed. This field is optimally placed at the project level, like in the Intake section.

No Additional Cost

Both Filevine and YoCierge are committed to providing the best possible user experience, therefore, there is no additional charge for using this revolutionary integration.