YoCierge is a medical records retrieval platform that offers live request tracking, fast turnaround, record portability, and much more. Their flat fee pricing structure allows for no per-page charge and includes all medical billing, radiology images, and radiology reports. YoCierge makes obtaining signed HIPAA forms fast and easy with their included YoSign e-Authorization tool. Your firm will be appointed a single representative that will serve as the point of contact for all communication with YoCierge.
With the YoCierge integration, medical records can be requested using your entries on the Records/Requests Tab in Neos or initiated directly on their website from half a million providers (can also search using the NPI number). YoCierge will align all communication and record requests with the Case Number in Neos. Easily upload signed HIPAA forms via YoCierge or create a Tag on the Documents Tab that will upload to YoCierge. Obtained records will be emailed, displayed in the Case Documents Tab, and linked to the Record/Requests Tab entry. Records can also be downloaded from YoCierge using their EHR option or sent on a disk. YoCierge will create a Case Expense Value entry to track the amount spent to obtain a medical record.
NOTE: Your firm must already have their offered service before activating the integration in Neos.
Click Get started on the YoCierge – Neos page to request a demo and pricing information.
To connect your firm's YoCierge integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the YoCierge tab.
Use the Staff field to select the Neos user email address that should be used to enable the YoCierge integration.
For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "YoCierge Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "YoCierge Integration"
Staff Code, e.g., "YoCierge"
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., "YoCierge"
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 YoCierge Integration staff should have the following permissions:
Case: Enabled, Add, and Modify
Name Details: Enabled, Add, and Modify
Provider: Enabled and Add
Directories: Enabled
General: Enabled
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
YoCierge will train your firm on using their portal and the integration with Neos. Contact YoCierge for field setup requirements.
The connected email can be disconnected by clicking the Disable button.
For questions using YoCierge, contact their customer support at [email protected].