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1. How often are case timelines delayed due to slow or incomplete medical record retrieval?
Never
Occasionally
Frequently
Constantly
2. When records are delayed, what is the typical impact?
No impact
Minor delays
Case strategy adjustments
Settlement or litigation delays
3. How many hours per week does your team spend chasing records, follow-ups, or status updates?
0-2
3-5
6-10
10+
4. Who is primarily responsible for managing record requests?
Dedicated staff
Paralegals / Case managers
Attorneys
Mixed / Unclear
5. How often do record costs come in higher than expected or budgeted?
Never
Occasionally
Frequently
Almost always
6. When unexpected record costs occur, how are they typically handled?
Absorbed internally
Passed to client
Case-by-case
Creates frictions or delays
7. How confident are you in the exact status of all open requests at any given time?
Fully confident
Mostly confident
Some visibility
Limited / Unclear
8. When delays occur, how early are you notified?
Immediately
Early enough to adjust
Late in the process
After deadlines are impacted
9. How would you describe your current retrieval process?
Fully centralized
Mostly organized
Somewhat fragmented
Highly manual (emails, calls, faxes)
10. If your case volume doubled, what would happen to your current process?
No choice
Some strain
Significant delays
It would break
11. How much work is required after records are received before they’re usable?
None
Minor cleanup
Moderate work
Significant rework
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