Portals
One link for the examiner, one view for the referrer
The examiner opens a portal with the records, the questions, and the deadline. The referrer watches progress without a status call.
The problem
The file travels by email, again
You email the records as attachments. The examiner cannot open them. You send them again. The referrer calls to ask where the file is, and you read your sent mail back to them. Every copy is another place the file lives.
- You send records twice and still get asked for them.
- The examiner works from an inbox, not a file.
- The referrer cannot see whether records are still outstanding.
- A late report is discovered after it is late.
- An audit asks who saw what and you have no answer.
What changes
What IMECore does about it
Examiner gets one link
The portal shows the ordered records, the chronology, the questions, and the deadline. No attachments, no second copy, no forwarding.
Access by role, not by forward
Examiners see the examination material. Referrers see the status and the final report, not privileged letters. Workspace roles set what each person can open.
Records shared as a set, not as files
The portal serves the same indexed set you reviewed, with page numbers and an exhibit index the report can cite.
A date that is visible to everyone
The report due date and the exam date sit on the case. If either moves, the parties see the change when it happens.
Consent and access logged
Consent forms and record receipts live on the case with date and source. Every PHI access is logged for the audit trail.
Status without a phone call
The referrer view shows records received, exam booked, exam completed, and report stage. The answer to where is my file is on the screen.
How it runs
Four steps, start to finish
- 1
Invite the examiner
Assign the examiner and share the portal link. The case material loads from the single record set.
- 2
Hold the exam
The examiner reviews the records, holds the exam, and starts the report from the same portal.
- 3
Release the report
On sign-off, the portal shows the report to the referrer. Privileged material stays out of the examiner view by default.
- 4
Close the loop
The referrer downloads the report and the exhibit index. Access and delivery are recorded on the case.
Free tools
Try the calculation first
No account, no upload. These run in your browser.
- Free tool
Bates numbering generator
Paste your sources and page counts. Get the Bates range for each one, plus warnings for duplicates and overflow.
Read - Free tool
Records gap finder
List each expected source and the dates you hold. See what is missing, what is short, and a letter to request it.
Read - Free tool
Medical chronology builder
Paste dated lines from any file. Get a sorted chronology with gaps and duplicates flagged.
Read
FAQ
Questions people ask
Does the portal replace email?
For the examination material, yes. The portal is the single place the examiner opens the file. Email is still used for notifications and for instructions.
Who decides what the examiner can see?
Your workspace. Privileged and instructing material sits in a class the examiner portal does not show, unless you change that for the case.
What replaces status calls?
The referrer view. It shows which record sources have arrived, the booked exam date, and the report stage, without a phone call.
Is the file secure?
Access is by named login or scoped link, governed by workspace roles. Every access to PHI is logged. The file does not travel as email attachments.
Does IMECore decide when to release the report?
No. The reviewer and the examiner approve the report. The portal only shows the report after a person releases it.
Keep reading
Related pages
- Platform
Referral intake
Forward the email. IMECore reads the referral, pulls the fields, and holds them for a person to approve.
Read - Platform
Records
IMECore ingests the PDFs, runs OCR, sorts by date and provider, collapses duplicates, and builds a chronology you correct.
Read - Platform
Reports
Templates per specialty and report type keep the structure. IMECore drafts from the records and the chronology. A person signs the opinion.
Read
See it against one of your own files
Bring a case that keeps getting passed around. We will run it through IMECore on the call.