Client Portal

Complete visibility from request to record review.

See how retrieval is performing, follow every request, resolve outstanding issues, and review delivered records through one secure portal built around the complete retrieval process.

Schedule a Portal Walkthrough Access the Portal

Retrieval Performance

Know where every request stands—and how retrieval is performing.

The dashboard provides an immediate view of active work, retrieval performance, recently received records, outstanding action items, outcomes, and account-level billing. Filter the information by case, attorney, user, team, or business unit, then move directly into any request to review its complete history and next step.

Performance you can measureMonitor average turnaround time, on-time follow-up performance, average time between follow-ups, retrieval outcomes, and account trends.

Attention where it mattersSee fee approvals, rejected authorizations, missing information, and other client decisions alongside the requests they affect.

From account to requestMove from portfolio-level performance into a specific case, order, or record without searching through emails or requesting another status report.

Account Command CenterLive account view

Average turnaroundAccount KPIFilter by team or matter

Follow-up performanceCadenceRate and interval

Active cases and ordersLive workPortfolio through request

Items requiring attentionOpen queueDecisions in context

Retrieval activity and outcomesAccount trend

Action CenterRequires input

Fee approvalInvoice and history attachedReview

AuthorizationUpdated document neededProvide

Missing detailsRequest context includedResolve

Custodian questionDecision tied to orderRespond

Case / requestStatusRecent activityNext step

City Medical CenterIn progressFollow-up recordedNext contact set

Northside ImagingClient actionAuthorization rejectedDocument needed

Regional PharmacyProcessingReceipt confirmedMonitor request

Performance in one view Actions stay visible Open the exact request

Action Center

Resolve issues before they become delays.

When client input is needed, the Action Center places the item in one organized queue with the related request history, supporting documents, and required next step. Review and respond to fee approvals, rejected authorizations, missing information, document requests, and other order-specific questions directly within the affected request.

One queue for outstanding decisionsSee every open item requiring client attention in one place.

The full context stays attachedReview the history, documents, custodian information, and reason the action was created before responding.

Keep retrieval movingApprove, provide information, ask a question, or give direction without beginning another disconnected email chain.

Action CenterDecisions with context

Facility fee approvalMercy Orthopedics · Order 28194

Selected

Rejected authorizationNorthside Imaging · Order 28177

Provide

Missing request informationRegional Pharmacy · Order 28162

Resolve

Prioritized action queue History and files attached Decision and next step

Record Review

Records delivered ready for review.

Once records are received, the portal provides the tools needed to locate, understand, organize, and review the production without moving between unrelated systems.

Search the complete productionOCR and full-text search allow users to locate names, treatments, dates, or other important terms and move directly to the pages where they appear.

Start with the important informationMedical and billing summaries organize key providers, dates, treatment details, and billing information into a more useful review format.

Keep every record connectedReceived files remain organized around the case and originating request, making individual documents and complete productions easier to access.

Review supported imaging in the portalThe integrated DICOM viewer allows supported medical imaging to be opened securely without relying on physical discs or separate viewing software.

Record Review WorkspaceProduction intelligence

Search production:treatment plan3 matching pages

Search match: treatment planMove directly to the page containing the information needed for review.

Search every page Structured summary Files stay connected Integrated imaging

Account Controls

Access, billing, and visibility configured around your team.

The portal can be structured around the responsibilities, matters, teams, and financial workflows within your organization.

Give each person the right viewIndividual users can be limited to their assigned matters, while managers can receive broader visibility across teams, departments, or the complete account. Multi-factor authentication, controlled document access, and recorded activity support secure and accountable collaboration.

Review billing in contextView invoices by request, case, or account and understand exactly where each charge belongs. Users can pay one invoice, all outstanding invoices for a case, or the complete account balance through the portal. Completed payments are recorded within the system and reflected in the account view.

Account ControlsAccess and billing

Access by responsibilityControlled visibility

Assigned userAssigned matters · Orders · Records

Limited

Team managerTeam cases · Performance · Approvals

Team

Billing administratorInvoices · Payments · Billing contacts

Billing

Billing by case or accountPayment recorded

Outstanding balanceAccount viewPay one invoice, a case balance, or the full account balance.

Case 24-01843 invoicesReview

Case 24-01631 invoiceReview

Payment activityRecordedView

Access by responsibility Billing in context

Scroll to explore the portal

Portal Walkthrough

See the difference in one request.

Follow a request from submission through active retrieval, issue resolution, record delivery, and review. See how Recupera gives your team greater visibility, clearer accountability, and more useful records without adding another administrative burden.

Schedule a Portal Walkthrough

For Claims Teams

Greater visibility across every claim.

Monitor retrieval performance, identify requests requiring attention, resolve outstanding decisions, and access organized records and review tools from one account-wide view.

Contact the Claims Team

For Law Firms

Every request connected to the matter.

Review complete request histories, manage outstanding actions, access received records, and use search, summaries, and imaging tools throughout the case.

Contact the Legal Team

Scroll from the open issue to the finished record.

Resolve what needs attention.

Put the production to work.

Give each person the right view.

See what was billed—and where it belongs.