Compex Client Portal

Your record requests.
All in one place.

Request records, track progress and access completed documents through one connected experience.

The Compex Client Portal gives claims and legal teams greater visibility into the record retrieval process — while Compex handles the work behind the scenes.

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One place to manage the record workflow

Less chasing.
More visibility.

Record retrieval involves a lot of moving parts. Managing it shouldn’t.

The Compex Client Portal gives your team a centralized place to submit requests, see where they stand and access completed records.

Request

Submit new record requests through a streamlined digital experience.

Track

See request status and understand what’s happening without manually chasing updates.

Receive

Access completed records and related information electronically.

Manage

Keep record activity organized across claims, matters and providers.

A faster way to start a request

Tell us what you need.
We’ll guide you through the rest.

The Client Portal is designed to make ordering records easier from the start.

The streamlined request experience adapts based on the type of order you’re placing, asking for the information needed for that request while helping identify missing or incorrect information before submission.

That means fewer unnecessary steps, fewer avoidable errors and a clearer path from request to retrieval.

Start a Request

Know where your request stands

Status without the status chase.

You shouldn’t have to decode retrieval terminology or call for an update just to understand what’s happening with a request.

The Client Portal provides clear status information designed to help users understand what has happened, where the request stands, what Compex is doing and what may be needed next.

Behind the portal, Compex manages the complexity — from provider requirements and jurisdictional procedures to follow-up and documentation — while your team gets a simpler view of the process.

Built for more than one request

See the work across your organization.

For organizations managing record activity across multiple claims, matters, providers or team members, the Client Portal provides a centralized view of the work. Authorized users can keep retrieval activity organized, access the information they need and gain greater visibility into record activity across the organization.

Connect to the tools you already use

Your workflow doesn’t have to stop at the portal.

For organizations that want to bring record retrieval even closer to their existing workflow, Compex offers integration capabilities designed to connect supported claims and legal technology with Compex services.

Reduce duplicate work. Keep information moving. Make record retrieval part of the workflow your team already knows.

Explore Integrations & APIs →

Secure access to sensitive information

Your records belong in a protected environment.

Medical and legal records contain highly sensitive information.

The Compex Client Portal is part of a broader technology and security environment designed to protect sensitive data while giving authorized users access to the information they need.

Explore Security & Compliance →

HIPAA compliant

SOC 2 Type II

Secure data handling

FAQs

Questions, answered.

What can I do in the Compex Client Portal?

Authorized users can submit record requests, track request status, access completed records and manage record-related activity through a centralized experience.

Can multiple people at my organization use the portal?

Organizations can provide portal access to authorized users based on their account setup and access requirements.

Can I manage requests across multiple providers, claims or matters?

Yes. The portal can be used to manage record requests across multiple providers, claims and matters.

Does the Client Portal integrate with other systems?

Compex offers integration capabilities with supported claims and legal technology. Integration options depend on your organization’s systems and workflow requirements.

Record retrieval without the runaround.

Request. Track. Receive. Let Compex handle the work in between.