Support
Getting Started with Arctrieval
Account Configuration Guide
After creating an Arctrieval Legal account for your firm, this document shows you how to add additional users, customize your account with additional firm information, and generate intake forms.
Quick Start Guide
This document will explain how to add client information to your account, add contact information, and issue a new request through the Arctrieval system.
Digital Signature Intake Form Instructions
This document explains the purpose of the digital signature intake form and various options for your clients to return the signed form to your office.
Digital Signature Intake Form Instructions
This document explains the purpose of the digital signature intake form and various options for your clients to return the signed form to your office.
Managing Requests
Request Activity Guide
This guide provides an overview of the activities used to interact and work on a request as it moves through the record request workflow.
Working with Personal Representatives
This document explains how to add a personal representative to client’s record and the supporting documentation.
Client Advice for Patient to Self Request
This document provides information on what a client should do if a provider or release of information company contacts them about a request.
Request Escalation Guide
This document will assist you in following up with a contact if you have not received records for a Patient-to-Self or Patient Directed request after the 30-day response period and the Arctrieval system issued a final notice.
Request Issues
Rejected Request Guide
This guide explains what to do if a request is rejected for HIPAA non-compliance.
Incomplete Request Guide
This guide explains what to do if a Contact does not provide all the information as requested.
Disputed Invoice Guide
This guide explains what to do if there is a problem with an invoice or fee for the requested information.
Best Practices & Tips
Document and Photo ID Best Practices
This guide explains the best practices for working with documents and photo ID uploaded to your Arctrieval account.
Intake Documentation Guide
This document describes the required and recommended documents to issue the most effective request possible.
Account Management
Request Follow Up Timing
This guide explains how to change the follow-up correspondence schedule and if specific correspondence is sent to a Contact.
Join Us for Weekly Office Hours
Have a quick question or need help? Drop by our live office hours—no appointment needed. We’re available every Wednesday from 11:30 a.m. to 1:00 p.m. Eastern to answer questions, walk through issues, or point you in the right direction.