Today we announced a new integration with XeBee Records, a medical records and other documents retrieval service. XeBee’s integration with CaseCloud, developed in a collaboration with CarsonWhitfield Consulting, offers legal professionals a convenient and secure system for obtaining and organizing a wide variety of medical records and documents.
The integration improves the efficiency of ordering, tracking, gathering, filing, and organizing case materials which results in significant time and cost savings for each matter. “The integration between XeBee and CaseCloud is designed to create a seamless experience for the legal user,” said Kelly Whitfield, Principal of CarsonWhitfield Consulting. “Obtaining records is critical to case management, yet can be extremely time consuming to manage and track. By connecting XeBee and CaseCloud, we created an end-to-end solution for submitting records requests from CaseCloud to XeBee with one click.
Thereafter, order statuses, communication notes, records obtained and order fees all passively sync between the two.” All retrieved medical records and documents are made searchable via OCR by XeBee prior to being imported into CaseCloud as PDF files. This eliminates the need to scan and file documents and saves on unnecessary paper coming into or leaving the law firm. In addition to medical records, the following materials can be requested via the XeBee integration with CaseCloud:
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- Itemized Billing Statements
- Radiology Imaging (on CD)
- Employment Records
- Workers Compensation Claim Files
- Social Security Claim Files
- Photographs
- Education Records
- Pharmacy Ledgers
- Insurance Claim Files
- Autopsy Reports
- Pathology Slides
- IRS Transcripts
About XeBee
XeBee Records was founded by two people who spent the majority of their careers working at a large personal injury law firm gathering medical records. The company has experience obtaining medical records and other documents from across the country – and beyond. Excellent customer service is the company’s core value and they practice this principle not only with customers, but everyone with whom they interact. The company works closely with each customer to understand their individual requirements, then tailor services accordingly. Visit www.xebee.com for more information.
About CarsonWhitfield
CarsonWhitfield provides technology consulting and implementation services to the legal community, with an emphasis on CaseCloud and the ecosystem of applications available on the Force.com platform. Our team of Salesforce certified consultants and developers specializes in creative solutions that maximize and extend technological investments. For more information, visit www.carsonwhitfield.com.
Editor’s Note: This post was originally published on advologix.com. On November 20, 2024, Mitratech acquired Advologix, a leading provider of legal case management. The content has since been updated to reflect our new product offering, CaseCloud, and Mitratech’s latest solutions for legal ops management.
