Litify

YoCierge now integrates with Litify and Docrio, exceptional case and document management platforms.

Medical record retrieval seamlessly integrates with your favorite software to give your law office unprecedented efficiency. Our software engineers designed this interface to take advantage of the unique features only available in Litify. You don't need to install any software to take advantage of the improvements described below, as we live in a private cloud just like Litify.

Search Among Your Litify Matters

Once your YoCierge account is connected to Litify, you can search all your Litify projects from the YoCierge portal. Thanks to Litify's cutting-edge technology, the real-time search is lightning-fast and intelligent, not only recognizing project names but also searching your Litify contacts and list-related projects.

Litify

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 Litify 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.

Litify

YoCierge

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

Litify

YoCierge

In the past, 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 Litify 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.

Litify

YoCierge

Enter Record Custodians Once

One of our favorite features of Litify is the Request 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 Litify Request entries will be listed automatically in a simple to use format. Of course, you can add additional locations as well, beyond what you already entered into Litify.

Litify

YoCierge

Records Delivered Straight into Litify & Docrio

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

Expenses Registered and Invoices Uploaded

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

Automatic generation of Litify Record Request entries

The "Auto Record Request creation"option ensures that any record retrieval order placed through our portal automatically generates a corresponding Record Request entry in Litify. This functionality facilitates seamless tracking of requests within Litify, removing the necessity to visit our portal.

Furthermore, to prevent redundancy, our system is designed to identify and not duplicate entries. If a Record Request has already been made in Litify and linked to an order on the YoCierge Client Portal, our system will avoid creating a duplicate entry in Litify.

Enhanced ordering process - Ordering directly from Litify

With the integration, you can request records directly from Litify without ever leaving your case management software. All requests made through Litify will also be accessible in our portal, along with any uploaded records. This ensures that even if you switch between the two platforms, you'll have seamless access to all your requests.

If you'd like to enable this optional feature, simply reach out to us, and we'll coordinate with you to provide detailed instructions on the setup process.

Updating fields automatically

Task Status

You can effortlessly keep track of the progress of your requests by checking their current status. Each request will be clearly marked as either completed, open, or canceled, providing you with a quick and straightforward way to understand where things stand. This helps ensure transparency and makes it easier for you to take any necessary follow-up actions. Whether you're monitoring multiple requests or just a single one, this system keeps you informed at a glance.

YoCierge Record ID

The information provided includes our internal order number, which serves as an additional reference point for your requests. This unique identifier helps streamline communication and ensures accuracy when referencing specific orders. By using the internal order number, you can quickly locate and track details related to your request, whether you're making inquiries, resolving issues, or following up on progress. This added layer of organization enhances efficiency and provides clarity throughout the process.

To enhance organization and transparency, this identifier will always be included in our email communications and notifications, alongside other key details such as your matter number, client name, and provider or facility.

Latest Activity

Stay effortlessly informed about the progress of your retrieval process with real-time status updates that capture all our activities related to your request. These updates provide precise, up-to-the-minute information on every step of the retrieval process, offering full transparency and keeping you in the loop at all times. Whether your request is being processed by the custodian, awaiting approval, or nearing completion, you'll have clear and detailed visibility into its current status. This streamlined system eliminates uncertainty, helps you plan effectively, and ensures you're always aware of where things stand without the need for additional follow-up inquiries.

Date Requested

This feature prominently displays your order date, providing a clear reference point to help you track the timeline of your requests. By knowing the exact date your request was initiated, you can better understand its progression through each stage of the process. This visibility allows you to monitor the duration of the request, anticipate key milestones, and stay informed about any potential delays or updates. Having the order date readily available also ensures more efficient communication, as it offers a quick way to reference and discuss your request in detail when needed.

Litify

Litify

No Additional Cost

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