Record Organization

An efficient and orderly medical review starts with a complete and organized record.  Excelas, LLC works with clients to lay the foundation for an effective review with our record organization, scanning and identification process.


Typically, Excelas’ team of health information specialists organizes the patient record chronologically, by episode or care setting. Our goal is to provide a clear, ordered health history for each resident or patient—it is absolutely critical in telling the story of events as they happened.  Over time and across our experience, this approach has proved to be the absolute best way to provide you with a highly efficient and effective medical analysis. We encourage our clients to let the Excelas team lay this most essential foundation.


Scanning and Digitizing

Once records are organized, they are scanned if needed, electronically Bates labeled, and uploaded to Zaxas®, our online document viewing system. Having the entire medical record available on our secure site provides you with 24/7 access for early preparation and planning.  Online access also allows for coordination among the legal team because records can be accessed and viewed simultaneously, getting you and your colleagues, no matter how remote, literally on the same page for the duration of the case.



Our record identification process alerts you and your team at the beginning of the process of any potentially missing records. Identification is a preliminary and high level assessment of your records’ completeness. If we believe an important section of the patient record is unaccounted for, you are notified so that you may take appropriate action to address any gaps that we find.

During our organization process, we will also conduct a HIPAA compliance check of each page of the record.  Documentation belonging to other patients is removed or redacted, providing you with a clean record, free of errant information.  


Take a closer look!

Click below to watch a brief video description of our Record Organization service:

Contact us today to see how Record Organization and Identification can work for you.
T 440-442-7310 | E | W Contact Us

Contact Us

Contact us today to find the perfect solution for the challenges you face.
T 440-442-7310 | E

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