American Retrieval is a national leader in medical record retrieval for both law firms and insurance companies seeking expedited services at an affordable rate. Key benefits of this integration include digital medical record retrieval from Neos, full suite of text search and editing tools using OCR technology for medical records, dedicated account service professionals to help your firm manage the full retrieval process, fast turnaround, flat-rate pricing, and HIPAA-compliant and secure servers.
American Retrieval will work with your firm to configure your account and portal. Their team will help configure the Neos integration and set up the automated record retrieval for your cases.
Contact American Retrieval to learn more about their services and to schedule a demo.
To connect your firm's American Retrieval integration:
NOTE: Your firm must already have their offered services before activating the integration in Neos.
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the American Retrieval tab.
Use the Staff field to select the Neos user email address that should be used to enable the American Retrieval integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "American Retrieval Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "American Retrieval Integration"
Staff Code, e.g., "American Retrieval"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "American Retrieval"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The American Retrieval Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces. Contact American Retrieval for a full list of permissions needed to integrate with Neos.
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
The connected email can be disconnected by clicking the Disable button.
For questions using American Records Retrieval, contact their customer service at 763-233-7300 or complete their contact form via https://americanretrieval.com/contact/.