Medical records intelligence is here.

For records custodians

A simpler way to respond to record requests.

You have patients and customers to serve, and a business to run. Responding to record requests shouldn’t mean repeated phone calls, unnecessary follow-up or another complicated process to manage.

Compex gives records custodians a secure, digital way to communicate with us, provide updates and deliver records, on your schedule.

Meet Ivy, Compex’s virtual digital assistant for records custodians. Once enrolled, you can respond to requests through secure links delivered by email, without routine phone calls.

Enroll in Digital Communications from Compex Today

Built with custodians in mind

Less phone tag. More control.

Records custodians are an essential part of the retrieval process.

That’s why Compex has invested in technology and processes designed to make responding to our requests easier for the providers and facilities we work with.

When you enroll in Compex digital communications, Ivy gives you secure links delivered by email, so you can respond to requests, provide updates and submit records on your schedule, without routine phone follow-up.

Digital

Work with Ivy and respond electronically through secure links delivered directly to you.

Flexible

Provide updates and information when it works for your schedule.

Secure

Upload records and communicate through a protected digital process.

Supported

Our team is still available when a request requires additional assistance.

What you can do with Ivy

Handle more of the request without picking up the phone.

Ivy gives custodians several ways to respond throughout the retrieval process without picking up the phone.

Confirm the request is in progress

Let us know you’ve received the request and are working on it.

Provide an expected timeframe

Tell us when you anticipate the records will be available.

Request additional time

Need an extension? Let us know digitally.

Ask for more information

Tell us if you need additional information to locate or process the records.

Submit an invoice

Send billing information required for payment of the records.

Upload records securely

Provide completed records through a secure digital process.

Work on your schedule

We’ll give you room to do your job.

Once you’re enrolled in Compex’s digital program, Ivy handles routine communications through secure email links so you can manage requests without routine status calls. Respond when it fits into your workflow rather than interrupting your day to take another status call.

Compex will follow up only if we have not received the records, a Certificate of No Records or an extension request within 30 days of the original request.

And when something does require a conversation, the Compex team is still here to help.

Enroll Now
Why Compex works with custodians

Better relationships create a better retrieval process.

Fast, reliable record retrieval depends on strong relationships with the providers and facilities responsible for maintaining those records.

Through decades of working with custodians nationwide, Compex has developed extensive knowledge of healthcare facilities and their record-request processes and preferences.

That knowledge helps us send better requests, communicate more effectively and reduce unnecessary friction for everyone involved.

Contact us

Take the first step today and enroll! It’s easy! Contact us to go digital!

enroll@compexlegal.com 800-326-6739

Don’t forget to check out our flyer and video as well:

Testimonials

Trusted by over 350 insurance carriers nationwide.

“Your system is simple, user-friendly, and efficient. I look forward to continuing to use Compex.”

— Emily M., Claims Coordinator | Major Healthcare Provider

Get started

Ready to reduce the calls?

Join the Compex digital custodian program and let Ivy help you manage record request communication through secure digital links delivered by email.

Enroll Now
Prefer to speak with someone? Email: enroll@compexlegal.com Phone: 800-326-6739
FAQs

Questions, answered.

What is Ivy?

Ivy is Compex’s virtual digital assistant for records custodians. Ivy provides secure links that allow you to respond to record requests, provide updates, request additional time, submit invoices and upload records digitally.

What happens when I enroll in the Compex digital program?

Once enrolled, Ivy will send secure links by email, reducing the need for routine phone follow-up.

What can I do through the digital process?

You can confirm a request is in progress, provide an expected timeframe, request additional time, ask Compex for more information, submit an invoice and securely upload records.

Do I need to create an account or log into a portal?

Follow the secure link provided with your Compex communication to respond to the request.

What if I need help?

The Compex team is still available when you need assistance with a request or the digital process.

Fewer calls. Easier responses.

Go digital with Compex and manage record requests on your schedule.

Enroll Now Contact Our Custodian Team