Record Retrieval Reinvented

Search Among Your Litify Matters

Once your YoCierge account is connected to Litify, you can search all your Litify projects from the YoCierge portal. Thanks to Litify's cutting-edge technology, the real-time search is lightning-fast and intelligent, not only recognizing project names but also searching your Litify contacts and list-related projects.

Litify

YoCierge

Patient or Subject Details Automatically Prepopulated

Record retrieval often faces unexpected delays because of incorrect information provided; it's easy to make a typo in a name or date of birth. When you use our Litify integration, the project's contacts will be presented in a simple, drop-down menu on our portal. In the case of multiple contacts, we detect the ones you most likely need records for and ignore the others.

Litify

YoCierge

Enter Record Custodians Once

One of our favorite features of Litify is the Request section, where you can list all the medical locations where your client received treatment. These are the custodians that you likely need records from. When you get to the Locations step on the YoCierge portal, these Litify Request entries will be listed automatically in a simple to use format. Of course, you can add additional locations as well, beyond what you already entered into Litify.

Litify

YoCierge

Records Delivered Straight into Litify & Docrio

Once records arrive at YoCierge, they will be uploaded automatically into Litify under the connected Request entry, and the PDF files will appear in the connected Docrio entry. This makes it effortless to track what has arrived for your case and provides easy access to all Litify users, even those not involved in the record retrieval process.

Expenses Registered and Invoices Uploaded

When YoCierge creates an invoice for record retrieval, it automatically registers a new expense item in Expenses. This ensures that no expenses are missed and that your firm will be reimbursed appropriately for the record retrieval costs. A copy of the actual invoice is attached to the entry as well.

Automatic generation of Litify Record Request entries

The "Auto Record Request creation" option ensures that any record retrieval order placed through our portal automatically generates a corresponding Record Request entry in Litify. This functionality facilitates seamless tracking of requests within Litify, removing the necessity to visit our portal.

Enhanced ordering process - Ordering directly from Litify

With the integration, you can request records directly from Litify without ever leaving your case management software. All requests made through Litify will also be accessible in our portal, along with any uploaded records. This ensures that even if you switch between the two platforms, you'll have seamless access to all your requests.

Updating fields automatically

Task Status

You can effortlessly keep track of the progress of your requests by checking their current status. Each request will be clearly marked as either completed, open, or canceled, providing you with a quick and straightforward way to understand where things stand.

YoCierge Record ID

The information provided includes our internal order number, which serves as an additional reference point for your requests. This unique identifier helps streamline communication and ensures accuracy when referencing specific orders.

Latest Activity

Stay effortlessly informed about the progress of your retrieval process with real-time status updates that capture all our activities related to your request.

Date Requested

This feature prominently displays your order date, providing a clear reference point to help you track the timeline of your requests.

No Additional Cost

Both Litify and YoCierge are committed to providing the best possible user experience; therefore, there is no additional charge for using this revolutionary integration.