Compile a legally compliant subpoena packet, including signed authorizations, if required, and any specific request documentation. Ensure all relevant details and documentation adhere to HIPAA and legal guidelines.

Transmit the subpoena packet to the designated healthcare facility or copy service provider, either electronically or via certified mail. Confirm receipt with the facility and establish estimated retrieval timelines to maintain transparency and accuracy.

Conduct periodic follow-ups with the medical facility or copy service to ensure timely processing of the request. Address any facility-specific requirements or delays and keep the client updated on the status of retrieval.

Coordinate any required payment to the facility for record processing or duplication. Ensure all fees are accurately documented, reconciled, and communicated to the client.

Upon receipt of records, perform a meticulous quality check to confirm completeness and accuracy. Identify any missing or unclear information that may impact the case, requesting additional records if necessary.

Organize the records chronologically and by document type (e.g., consultations, procedures, lab results). Conduct proofreading and a thorough review to ensure all documents are accurately presented, clear, and professionally formatted.

Compile a final, organized packet with necessary cover sheets, document summaries, and any required certification of authenticity. Deliver the final packet to the legal entity via secure methods, ensuring confidentiality and timely delivery.

Offer continued support for any additional record requests or supplementary documents. Maintain detailed records of all interactions and transactions for future reference or client audits.