Helpful Hints When Ordering Records

Thank you for giving SRS the opportunity to be a solution for your record retrieval needs. We believe that quality, blended with excellent service, is the foundation for successful business and trust the following suggestions will help accelerate the process of retrieving records.

  • Include the dates of service for each order requested.
     
  • Include as much personal information for the patient, including SSN and DOB.
     
  • Include a medical record number or case number if known (Primarily with large HMO’s etc).
     
  • Provide the complete and most specific name for the provider, (all providers not listed in our database will be verified and then stored for future searches).
     
  • Provide the correct city and phone number for the provider if applicable. (if unknown, please leave blank)
     
  • When ordering pharmacy records, only a request for billing record is needed. The reason for this is that when the records are received, they are in list format of what was prescribed and the amount that was billed.
     
  • Use the instructions box to provide any additional information, including patient address for the last three years.
     
  • Having a secondary contact available will expedite the retrieval process, if the primary requestor is not available to resolve outstanding questions.
     
  • Include your e-mail address when requesting records & check box on order form if you desire automatic notification via e-mail.
     
  • If possible, list SRS’s name on each authorization to ensure that the provider & client are aware that your company has outsourced record retrieval.
     
  • If the provider sends the requested records directly to your site, please notify SRS with the amount of pages received, so we will be able to close the order on our end.


     
GLOSSARY

Driving History/Traffic Accident Search
Results will show accidents, violations, actions, drunken driving arrests, tickets, vehicles, etc. These searches have revealed that subjects may have been injured in a traffic accident immediately prior to reporting an accident at the work place.

Motor and Recreational Vehicle’s Ownership
This search will provide you with all motor vehicles, recreational vehicles and trailers registered to the subject of your investigation. This may show that your subject possesses vehicles or “toys” that don’t match his/her economic profile.

Criminal History Search-Federal, Statewide or by County
Research conducted through criminal history records has shown that some subjects have been involved in criminal activity prior to or immediately after their injury, and in some cases they have been found to have been injured as a result of their criminal activity. Records are available from any county in the United States and include a subject's criminal record dating back seven years (longer upon request).

Civil Court Records-Federal, State, County
Legal actions provide detailed, documented reports of the subject’s personal history, background and financial relationships. Records are available from any county in the United States.

Occupational Licenses
Many industries or trades do not require state licenses. However, most counties and municipalities do require that any person conducting business in their jurisdiction obtains an occupational license. You may find that your subject has obtained such as license, either under his name or a fictitious name.

Corporate Search
Lists any and all corporations registered to the subject. Some people have incorporated their own businesses and show no income under their names. However, they may be conducting the business themselves and paying a salary to their spouses or children.

Judgments
Include lower court civil judgments such as municipal and small claims actions not already included in a civil court search..

Consumer Affairs
Updated monthly, California Professional License Index searches up to 38 occupational license types to provide the name and address of the licensee, license number, date of original issuance, and date of expiration. Status of license is also provided.

WCAB Background Workers' Compensation Appeals Board (WCAB)
The WCAB records cover any work-related injuries that are taken to court. Records are available from 1992 to present, and in many cases go back farther than that.

 



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