For Health Plans
Still chasing medical records? Keep referrals and continuity of care moving.
Provider Exchange brings your outgoing medical record requests into one place, making it easier for your team to send, track status, and receive medical records digitally.

If requesting medical records still means juggling phone calls, faxes, emails, and spreadsheets, you’re not alone.
Does this sound familiar? Your team is faxing the same request twice, calling just to check on the status, and tracking requests across inboxes, spreadsheets, and sticky notes.
Provider Exchange is designed to reduce the manual work involved in requesting and tracking medical records, so your team can spend less time following up and more time moving care forward.
What changes for your team?
Here’s what changes:
01
One place for every request
Send and manage continuity of care requests from a single place, instead of juggling fax, phone, and spreadsheets.
02
Know where things stand
See the status of every request at a glance — reduce calling just to check in.
03
Less manual follow-up
Spend less time chasing down records, so your team can spend more time on other higher-value work.
04
Referrals and care keep moving
Help reduce manual follow-up for medical record requests that support referrals and care.
05
Works alongside how your team already operates
Provider Exchange fits into your team’s existing request processes, not the other way around.
How it Works
From request to record, in one connected workflow
Send Request
Submit medical record requests from one place
Track Status
Know where requests stand without manual follow-up
Receive Records
Receive medical records digitally
Common Questions
Does this change how our team already works?
No. Provider Exchange fits into your existing request process, helping reduce manual follow-up so your team can spend more time on work that requires their expertise.
Is our patients’ data secure?
Yes. Provider Exchange only shares the minimum information needed to fulfill a given request, and has built-in privacy and security by design.
How long does it take to get started?
Most organizations are up and running within 2–4 weeks, depending on your organization’s size and implementation needs. Your team’s time commitment is minimal, and we’ll guide you through each step.
Who is Provider Exchange for?
Referral coordinators, specialty care teams, any team that requests outside records for care coordination.


