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If you are an
individual looking for your medical records: we currently only work with patients who were referred to
us by one of our clients.
Assign SmartAdvocate Medical Requests to YoCierge
Automatic Records in SmartAdvocate
Register Expenses and Upload Invoices to SmartAdvocate Automatically
YoCierge now integrates with SmartAdvocate, an amazing Case Management software. This new combination enhances your law office’s efficiency by combining medical record retrieval with the features of SmartAdvocate, giving you access to unique capabilities that you won’t find anywhere else.
Connecting your YoCierge account to SmartAdvocate lets you use SmartAdvocate to assign medical record retrieval projects to YoCierge. There is no longer any need to switch between programs. As shown below, just fill out the details and select "YC - Pickup" for the request Status:
The request will then be automatically generated at YoCierge, and you will receive an email confirmation.
As soon as the records reach YoCierge, the system uploads them to SmartAdvocate. This way, everyone on your team who uses SmartAdvocate can access them, even if they don’t use YoCierge.
The records are not the only automatic uploads to SmartAdvocate. The software automatically creates new Case Expense items from the YoCierge invoices for record retrievals, ensuring you receive your reimbursement.
Thanks to the integration of SmartAdvocate with YoCierge, searching for and filling out records can happen much faster and more easily than before.
Viewing Radiology images from SmartAdvocate is now effortless with the YoCierge integration. These images will be uploaded to the Documents tab as shown in the sample below.
Simply click the icon to view the images directly in the viewer.
No need to leave SmartAdvocate! You can now view the five most recent YoCierge activities directly under Request and Retrieval Provider Notes.
