Letter templates
Administrators author Word letter templates with a catalog of merge fields and placeholder validation. Every sent letter is archived to the record's documents.
P
AEGIS ISD Provider Portal
Request records from providers and track every step.
Provider Portal handles document requests to providers. Send a request letter by email or mail, let the provider verify and upload securely without creating an account, send reminders automatically, and see exactly where each request stands.
No provider account needed
One-time passcode
Virus-scanned uploads
Automatic reminders
How it works
From request letter to validated records.
Step 01
Request
Create a request from a case, medical review, or lead using your organization's letter templates.
Step 02
Deliver
Email the provider a secure link, or print a letter with a reference number and access code for mail or fax.
Step 03
Upload
The provider confirms a one-time passcode sent by email, reads the letter, and uploads the requested documents.
Step 04
Validate and close
Staff check the submission against the request, send back anything incomplete, and close the request.
Capabilities
Communication with providers that is secure and fully traceable.
Email and printed delivery
Email up to ten recipients per request, with per-recipient delivery status and automatic retry. A printed letter path covers mail and fax.
Verified, request-scoped access
Providers sign in with the secure link or a reference number and access code, then a six-digit email passcode. Access covers one request only, with timed sessions, lockouts, and rate limits.
Secure uploads
PDF, TIFF, image, and Word files up to 500 MB each and 5 GB per request. Every file is virus-scanned, and the provider receives a confirmation number on completion.
Due dates and reminders
Default due dates, automatic reminders at configurable intervals, first and second notices, and an overdue alert to the assigned staff member.
Full transparency
A milestone view shows when a request was sent, delivered, opened, signed into, viewed, uploaded to, and completed. Staff get a who, when, and what activity trail with CSV export. Providers see their own letters, notices, and activity.
Staff validation and closure
Validate checklist items, reject an incomplete submission back to the provider, reassign, cancel, close, or correct the provider's email address.
Request worklist
Work requests from My open, Overdue, Awaiting validation, and All views across cases, medical reviews, and leads.
Vendor intake queue
Records vendors can upload batches of documents. Staff triage each document and assign it to the right case, lead, or medical review.
Works with
One platform, connected products.
Shared identity, permissions, tenant isolation, and audit history across every AEGIS ISD product.
Case Management
Request documents from a case or lead and keep them with the investigation.
Explore Case ManagementMedical Review
Request medical records from the medical review records tab.
Explore Medical ReviewAEGIS Drive
Sent request letters are archived with the record's documents.
Explore DriveWho it's for
Built for the teams that request and chase records.
- Medical review and records-request coordinators
- SIU investigators
- Program integrity operations
- Providers responding to requests, with no account to create
What the demo covers
- Creating a request from a case or medical review
- Email and printed-letter delivery
- The provider's verified upload experience
- Reminders, notices, and overdue alerts
- Milestones and the activity trail
- Validating and closing a request
FAQ
Common questions about AEGIS ISD Provider Portal.
Do providers need an account?
No. Providers open the secure link or enter the reference number and access code from their letter, then confirm a one-time passcode sent to their email. Access covers that one request only.
What if we do not have the provider's email address?
The letter is generated and archived for mail or fax. The printed letter includes the reference number and access code the provider needs to upload.
How are uploads protected?
Uploads are limited to document and image file types, scanned for viruses, and stored with the request. Each session is time-limited, and repeated failed sign-in attempts lock access.
Can we see whether the provider opened the request?
Yes. Staff see delivery, open, sign-in, letter-view, upload, and completion milestones, plus a detailed activity trail that can be exported.
Does the portal support two-way messaging?
Communication is through request letters, notices, and email reminders. Questions are handled through the contact details in your letter templates.