Process-engineered record retrieval for claims and litigation.
Defined stages. Continuous tracking. Compliance built into execution.
Recupera operates retrieval as a governed lifecycle—so carriers, TPAs, self-insured employers, and defense teams can rely on traceable handling from intake through delivery and retention.
SOC 2
HIPAA-aligned
Record retrieval should operate as infrastructure.
Most retrieval services still run as manual follow-up. Recupera is engineered around defined execution stages, traceable handling, and a controlled document lifecycle—so your team can manage matters with predictable clarity.
- Status lives in email threads and call notes.
- Follow-up is reactive and inconsistently documented.
- Requirements are discovered late (authorizations, subpoenas, provider constraints).
- Delivery sets vary in organization and defensibility.
- Clients tolerate the baseline because alternatives look similar.
- Defined stages and controlled status progression.
- Documented follow-up posture with clear escalation triggers.
- State-aware compliance routing and requirement control up front.
- Evidence-grade handling, packaging discipline, and release history.
- Claim-level visibility designed for carriers, TPAs, and defense counsel.
Security and compliance are not add-ons.
They are embedded into intake, routing, follow-up, receipt handling, controlled release, and retention. The objective is simple: predictable execution with defensible handling.
Security controls (SOC 2)
Access and handling are controlled as part of standard execution. SOC 2 documentation is available on request.
SOC 2 Type II
HIPAA-aligned handling discipline
Authorization requirements, disclosure controls, and document handling checkpoints are treated as operating standards.
HIPAA-aligned
Audit-ready lifecycle visibility
Actions are tracked as they occur. Escalations are documented. Release history is retained.
Audit-ready logs
A governed retrieval lifecycle.
The lifecycle below shows the checkpoints we govern from intake through delivery and retention—so progression is predictable and auditable.
Requests are normalized into a defined packet with explicit requirements and tracking identifiers.
Routing reflects venue requirements, provider constraints, and disclosure controls—up front.
Provider contact attempts and responses are captured as actions occur—not reconstructed later.
Inbound records are treated as lifecycle artifacts with traceable checkpoints and retention controls.
Delivered sets are organized, named, and released through controlled channels with history retained.
Retention is treated as part of the lifecycle. Policies are enforceable and client-aligned when required.
Visibility that matches the operating system.
These are the surfaces clients care about: stage position, requirements control, follow-up posture, receipt checkpoints, and delivery history—so portfolios can be supervised without guesswork.
Stage position
Where it is in the lifecycle—without subjective “status notes.”
- Defined stages
- Next action clarity
- Portfolio supervision
Requirements control
Authorizations, subpoenas, and constraints treated as explicit prerequisites.
- What’s missing and why
- Disclosure posture
- Up-front routing
Follow-up log
Actions documented as they occur: outreach, responses, escalations, outcomes.
- Timestamped history
- Escalation visibility
- Client-readable notes
Receipt handling
Receipt is a checkpoint, not a guess—indexed and staged for quality review.
- Receipt confirmation
- Indexing discipline
- Audit-ready chain
Delivery & archive
Controlled release with history retained for defensibility and audit needs.
- Release history
- Set discipline
- Retention alignment
Request a standards walkthrough
We will outline service stages, compliance routing, escalation discipline, and the visibility surfaces your team will have across matters. The objective is predictable execution with controlled lifecycle handling.
Documentation is available on request.