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Request Records through Rob Levine Legal Solutions (previously Records on Time)

Updated over a week ago

How to use the Rob Levine Legal Solutions (previously Records on Time) integration to request records.

  • Navigate to the Medical Treatment Tab of the case.

  • Locate the provider you would like to request records from.

  • Click the dropdown arrow in line with that provider and click the Rob Levine Legal Solutions (RLLS) option.

  • Select the type of request, Records Request or Billing Request.

  • A pop-up window will appear.

  • Add dates of service, rush order, and order affidavit.

  • Add notes to the provider in the Notes to Provider field.

  • Add notes to Rob Levine Legal Solutions (RLLS) to the Comments field.

  • Click Submit.

  • Rob Levine Legal Solutions (RLLS) will begin processing the request and the record status will show as Requested with the date in orange.

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  • Once RLLS obtains the records, they will automatically be uploaded to the Documents Tab of the case and a case expense will automatically show on the Cost Tab of the case.

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  • The order status on the provider will update to Received in green.

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