Account Configuration Guide – Download File
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 – Download File
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 – Download File
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.

Intake Documentation Guide – Download File
This document describes the required and recommended documents to issue the most effective request possible.

Working with Personal Representatives – Download File
This document explains how to add a personal representative to client’s record and the supporting documentation.

Texting Online Intake Form to Client – Download File
This document describes how to text the online intake form to the client and walk them through the steps to sign the form on their Smartphone.

Document and Photo ID Best Practices  – Download File
This guide explains the best practices for working with documents and photo ID uploaded to your Arctrieval account.

Request Activity Guide – Download File
This guide provides an overview of the activities used to interact and work on a request as it moves through the record request workflow.

Rejected Request Guide – Download File
This guide explains what to do if a request is rejected for HIPAA non-compliance.

Incomplete Request Guide- Download File
This guide explains what to do if a Contact does not provide all the information as requested.

Disputed Invoice Guide- Download File
This guide explains what to do if there is a problem with an invoice or fee for the requested information.

Client Advice for Patient to Self Request- Download File
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 – Download File
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 Follow Up Timing- Download File
This guide explains how to change the follow-up correspondence schedule and if specific correspondence is sent to a Contact.