Authorizations, insurance details, provider names, and treatment updates — collected automatically via SMS, email, or portal.
Every piece of client information triggers a downstream workflow — record requests, insurance verification, provider discovery.
No waiting for your team to process intake forms. The moment a client signs, Andco is already requesting records.
Clients link their providers and records start flowing instantly. No phone trees, no fax machines.
Client Intake
We'll contact them to collect your records.
Search for a provider
Type at least 2 characters to search. Linkable providers can be connected automatically.
Don't know all your providers yet? No problem — you can add more later.
A self-serve portal for document collection and record sharing. Fewer status calls, more time for your team.
Edit Profile
Your Case
Gathering Records
Case is active
Providers
1 provider on file
Documents
3 documents on file
Share a File
Medical authorizations signed digitally so requests go out immediately.
Clients submit insurance cards and provider details. Andco kicks off retrieval in real time.
Automated surveys surface new providers and trigger record requests automatically.
Every client upload feeds into the case file and triggers relevant workflows.
Andco follows up on missing authorizations and info so your team doesn't have to.
Clients connect patient portals so Andco can pull records directly.
Watch how client interactions become instant record retrieval workflows.