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Medical-records command center · PI cases

Every claimant's medical records, in one place your whole case team can trust.

Retrieve, organize, and share treating-provider records for each case — with a complete, timestamped access trail underneath it.

Built by a practicing personal-injury neurosurgeon — for the people who actually chase the records. Live today on 12,000+ claimant charts.

ACCESS TRAIL · MARGARET YOON · CASE 24-0417
10:31Dr. R. Salas · filed a signed progress note
10:09Dr. R. Salas · viewed imaging · "IME review"access
09:52You · shared imaging → Dr. Salas
09:40Records · MRI L-spine filedintake
Jul 21Exported · full access log (CSV)audit
The reality on a PI case

Medical records are the case — and they're scattered everywhere.

Requests to a dozen facilities, PDFs in email, imaging on discs, and no single view of who has seen what. It costs hours per case and it's hard to prove.

  • Records live in ten places. Fax, portal, email, disc. Assembling one claimant's file is a scavenger hunt.

  • Sharing is clumsy and risky. Emailing PHI to a treating provider or expert leaves no trail and no control.

  • No chain of custody. When it matters, you can't show cleanly who accessed a chart, when, and why.

  • Every case starts from zero. A new paralegal inherits a folder with no history and no map.

How it fits a case

From intake to settlement, without the busywork.

The same order your team already works — except these stop being tasks.

FaxEmailPortalDiscPaperThackeray, D. — one vault
The vault

Centralize the whole file

Faxes, emails, portal downloads, discs, paper — every record and image for a claimant in one vault, grouped and searchable. The file is assembled instead of hunted.

Thackeray, D.
Intake

Records arrive by email

A firm forwards records. No chart yet — UploMD reads the patient off the document, proposes the client, and files it.

Thackeray, D.
Intake

Upload a stack at once

Drag in mixed files — PDFs, a fax TIFF, a photo of a discharge summary. Each is read, named, and filed.

Thackeray, D.
Intake

Send a secure upload link

A facility gets a link, not a login. What they upload lands in the right chart.

Authorization
Records

Get the release signed

Send the authorization; the client signs in a browser and the request unblocks.

Thackeray, D.
Records

Request records, and chase them

Requests are tracked, followed up on a cadence, and filed when they come back.

Records

Appointments request their own records

Book a visit. The day after, UploMD asks that facility — without anyone remembering to.

Report onlyMRI L-SPINE · 583 img
Imaging

Imaging your experts can open

DICOM MRI and CT live in the vault, not on a disc in a drawer — so a treating provider or expert scrubs the actual series, not just the radiology report.

Signed · Dr. R. SalasThackeray, D.
Providers

Providers chart straight into the file

A provider you share with can write or dictate a note right on the chart — AI-drafted from the records, signed on their own letterhead, filed the moment it is done.

One loginROSTER · 44 claimants
Case managers

Case managers run the roster

One case manager works every claimant from a single login — request records, organize, share, and track tasks — with a care-team chat on every chart, while the firm keeps oversight.

INQUIRY · no PHIPain management?BOOKED
Referrals

Find the next treating provider

Client needs pain management or ortho? Broadcast a PHI-free inquiry to your firm's provider list by specialty — each answers in one tap, and you book the first good fit.

Thackeray, D.CHRONOLOGY · source-cited2024-06-05Right L5-S1 transforaminal ESI$9,8002024-08-15L5-S1 microdiscectomy$70,800futureRevision fusion · SCS trial (draft)$263,000MEDICAL SPECIALS$9,800$80,600$343,600
The headline feature

One pass over the file → a chronology and a damages summary

A dated, source-cited timeline of care — provider, encounter, findings, treatment — the thing your case manager assembles by hand. It reads the bills, totals the medical specials, and drafts the future-care line items for your life-care planner. Totals computed server-side, never guessed; export to CSV or a clean PDF. A drafting aid your team verifies, not a black box.

Thackeray, D.VIEWEDProviderParalegalExpert
Sharing

Share exactly what each person needs

A treating provider, a paralegal, an expert — each gets scoped, time-limited access by email or text. No account to create, and every view is logged.

And at settlement — close the case and hand the vault to the client, or archive it. Either way the access trail stays intact.

Getting started

Moving in is our job, not yours.

The reason firms stall on a new system is the migration, not the software. So we do it.

WHAT YOU ALREADY HAVEDrive foldersFacility listProvider listYOUR FIRM, DAY ONE11,043claimant files loaded233facilities, contact info verified115providers, ready to share with
  • Send us what you have. A Drive folder, a shared drive, a spreadsheet, a box of scanned PDFs — whatever your records live in today.
  • We load the existing files. Claimant by claimant, matched on name and date of birth, filed into their vault before anyone on your team logs in.
  • We build your rolodex. Your facilities and treating providers come across with their contact details, so records requests work on day one instead of month two.
  • You start with a full file, not an empty one. No parallel period, no re-keying, no "we'll use it for new cases only."

Done to date: 12,000+ claimant files migrated · 123,000+ records filed · a 233-facility rolodex built for one firm before go-live.

Where the hours go

Cut the cost of chasing records — and keep the client's care moving.

Per case, your team burns hours requesting records, tracking down imaging, and staying on top of where the client is in treatment. UploMD puts all of it in one place.

Fewer hours per case

Request, receive, and auto-file records in one workflow — and the chronology drafts the care timeline your team assembles by hand.

One view of the client's care

Every treating provider, facility, and record in one place — so you can see what's been done and what's still outstanding.

Keep treatment moving

Find the next treating provider with a one-tap specialty inquiry, send the records ahead in a click, and let automated appointment reminders keep the client showing up.

Pricing built for a case ledger

You pay per active case — the way you already expense records.

A flat firm plan by caseload, invoiced net-30. No per-seat surprises; a case is a line item you recoup at settlement.

Starterup to 25 casesSolo & small PI practices
Proup to 100 casesEstablished firms, multiple case managers
EnterpriseunlimitedHigh-volume & multi-office

Design partners set the price.

We're onboarding a first group of firms as design partners — preferential pricing in exchange for telling us where it helps and where it doesn't. If that's you, the demo is where it starts.

Firm-billed cases carry full access & automation; the plan tier just sets your caseload ceiling.

See it run on one of your cases.

Twenty minutes, screen-shared, with your case manager in the room. Bring a real (de-identified) file and we'll show you the workflow end to end.