Primary care, specialists, urgent care, hospital stays, consultations, and procedure notes.
Record preparationOriginal files are preferred
How to send your medical records.
Send the original reports and exports as they exist. You do not need to sort them by date or remove duplicates before the review.
What to includeUse what exists
Records that are useful for review.
Focused reviews need the material tied to one question. Whole-chart synthesis works best with the broadest record you can reasonably obtain.
Actual result pages with dates and reference ranges—not only a portal graph or a list of flagged values.
Radiology reports, pathology reports, endoscopy, cardiac testing, and other diagnostic reports.
Current list plus prior starts, stops, dose changes, adverse effects, and pharmacy history when available.
Optional but useful: symptom onset, major changes, what helped, what did not, and the questions you want answered.
Blood pressure, weight, glucose, sleep, symptoms, or other home data when it bears on the question.
Medical-record transferBAA-covered Workspace
Sending records by email.
Use the same subject line for every message and label them “1 of 3,” “2 of 3,” and so on. Include your full name and phone number so the record can be matched and receipt confirmed.
consult@ivlvinfusions.com ↗- 01Choose the service
Focused Review, Whole-Chart Synthesis, or ongoing-access onboarding.
- 02Attach what you have
PDFs are preferred. Do not delay because one office has not released its records yet.
- 03Request an alternative if preferred
Email security while in transit also depends on your sending provider. Ask IVLV for another transfer method if you would rather not attach records to email.
- 04Wait for confirmation
IVLV confirms receipt, scope, payment, and whether anything essential is missing before substantive review begins.
Patient portalsGetting the files
How to download your records.
When requesting records from an office, ask for notes, medication history, laboratory reports, imaging and pathology reports—not only an after-visit summary.
Dates, units, reference ranges, ordering clinicians, and report authors are part of the context. Avoid copying results into a new document when the original is available.
Send the core record first. Additional files can be incorporated as they arrive.
Records readyNext step
Send the records you have.
You do not need to summarize the chart before requesting a review.