Skip to main content

How Release of Information Software Cuts Tedious Work for Medical Records Teams

95% of medical practices say administrative burden is getting worse. Here's how AI-powered release of information software is taking the tedious middle of records workflows off HIM teams' plates.

Devon Mobley Chief Operations Officer at Calvient LinkedIn Jun 1, 2026
How Release of Information Software Cuts Tedious Work for Medical Records Teams

The problem with medical record release isn't complexity. It's volume of repetitive, multi-step, easily interrupted manual work, and that volume keeps growing. MGMA's 2026 Regulatory Burden Report found nearly 95% of practices reported increased administrative burden over the past three years, with many describing it as unsustainable. Across every records request, signed authorization, chart packet, and secure delivery, the time tax adds up fast.

That's the work Calvient's release of information features were built to compress.

What "Tedious and Repetitive" Release of Information Looks Like

Most medical records teams describe the same daily reality. Paperwork lands in a basket. Someone walks it upstairs. Documents are sorted by type and patient. Then it's hit scan, find patient, type the account number, click the patient, choose the document type, type a description, type a date, hit review and repeat, countless times a day.

For Release of Information specifically, the workload compounds. Every authorization needs to be checked for signature, scope, date, and requestor identity before any packet work begins. Every packet has to be assembled from the right chart sections and attachments. Every delivery has to be logged for audit. Miss something at the front of the chain and the rest of the effort is wasted.

The stakes for this workflow go beyond just operational. HIPAA requires records access within 30 days, and the HHS Office for Civil RIghts of Access Initiative has now produced more than 50 enforcement actions against providers who missed that deadline. It is a legal requirement that this process be performed both accurately and with haste.

Even patient safety can be compromised by this process. When records can't move between providers fast enough, the burden lands on patients, sometimes on patients in dire need. A specialist coordinating emergency care shouldn't have to rebuild a chart by phone because the records workflow couldn't keep up.

What Modern Release of Information Should Look Like

Calvient puts the entire medical record release workflow into one tracked operating queue:

  • One inbox for every request. Records requests, outside correspondence, and signed releases land in a single queue instead of scattered fax trays, email folders, and portal logins.
  • Authorization validation up front. AI reads each authorization, flags signature, date, and scope defects, and routes invalid paperwork back for review before any packet work begins.
  • Secure delivery with audit-ready logs. Every send captures method, contents, and timestamp, closing the case with a clean audit trail.
  • Throughput and backlog visibility. Managers can see turnaround time, validation defects, and pages per FTE without building reports by hand.

There's also a revenue angle most practices overlook. HEDIS audits are billable, but the labor cost of pulling and packaging charts usually pushes practices toward the "free" option of letting a payer rep come on site. Once ROI is automated, that math flips and billing HEDIS audits becomes a small recurring revenue stream attached to work your team is already doing.

Once the platform holds workflow state, the team can spend their day on the work that actually requires a human.

What This Looks Like in a Real Practice

We recently spoke with the leadership of a busy surgical practice using Calvient. When we asked how much faster their medical records team is now, their answer was telling: they didn't bother to measure it. They said that the improvement was so obvious that even spending a minute calculating it would have been a minute wasted.

Their before-and-after says the rest. Getting a single document into a patient's chart used to mean a team member walking floors, separating papers by patient, then clicking through nearly a dozen screens to scan, classify, and review the entry. Today, a team member walks to the scanner, drops the page, and the document lands in the right patient's chart, correctly classified and ready to view.

Additionally, their leadership told us they're identifying new workflows to streamline pretty much every week. For them, Calvient hasn't been a one-time wirn, but a compounding one.

Equally important: morale. With repetitive scan-and-classify work absorbed by automation, the team spends its attention on patient questions and harder cases that actually require human judgment. They feel they're being used better. For a specialty practice that competes on getting referred patients in the door fast, that translates directly into a better patient experience. When healthcare teams are happier and patients are seen sooner, everyone wins.

Why This Matters for Practice Managers

The real ROI question isn't whether automation can read an authorization or scan a document. It's whether your medical records team can stop spending their best hours on the lowest-value parts of the job.

Calvient's release of information software absorbs the tedious middle of the workflow while keeping sensitive or ambiguous decisions with the people who should make them.

If you'd like to see how Calvient handles your real records workflow, including all your authorization quirks, your EHR integration, your massive backlog, etc., book a demo. You'll leave with a launch plan, not a sales pitch.

See Calvient Run Your Workflow Live

Bring one process. Leave with a launch plan.

Your workflow, live Real handoffs Clear next steps