Document Operations
Request secure document workflow support
Use the same intake page to start a document-focused request. We can route uploads, records coordination, billing package questions, and workspace access into the right BaseCase flow.
Use this form for high-level document workflow requests only. Please do not include:
- Specific medical diagnoses or detailed treatment notes
- Detailed symptoms or health conditions
- Social Security numbers, insurance, or other sensitive identifiers
Once reviewed, detailed records and file exchange are handled inside the secure portal workspace.
Document Workflow Request
Use the same intake page to start a document-focused request. We can route uploads, records coordination, billing package questions, and workspace access into the right BaseCase flow.