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.

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

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

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

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.