# Orvera Veradigm Integration for Records Requests > Orvera AI agents connect to Veradigm for records requests. They pull request details, call the practice and record the promised delivery date. Source: https://orvera.ai/integrations/veradigm Last modified: 2026-11-12T02:28:39Z --- Veradigm # Orvera + Veradigm Integration Orvera AI connects to Veradigm, so its agents can work records requests with the current status in hand. The agent pulls request details and records the promised delivery date. When something needs a person, it goes to your team with a full summary. [All integrations](https://orvera.ai/integrations) Veradigm Orvera AI How it fits ## Does Orvera integrate with Veradigm? Yes. Orvera AI works with Veradigm and with the case and contact center tools you already run beside it. Practices on Veradigm often promise records by a certain date. Our agent writes that date down on the call, and the next follow-up is set around it. The agent sticks to the steps your team approved, and we build and deploy the connection. Built in - HIPAA compliant - SOC 2 Type II certified - encrypted data transmission What you get ## What does the Orvera and Veradigm integration do? ### Status before every call The agent checks where the request stands before it dials. Each call asks about what's still missing. ### Questions in your order Each follow-up runs on your team's script, from naming the request to getting a delivery date. ### Every contact logged Who the agent spoke with, what they said and the date they promised all go back on the request after the call. ### HIPAA-compliant handling Orvera AI is HIPAA compliant and SOC 2 Type II certified. Access is role-based, and data is encrypted in transit. End to end ## How is the Orvera and Veradigm integration set up? 1. Step 01 ### Interaction initiated A follow-up comes due on an open request, or a facility calls back about one. 2. Step 02 ### Workflow execution The agent follows the steps your team approved for that type of request. 3. Step 03 ### Context applied Before and during the call, it reads the request status and patient match details from Veradigm. 4. Step 04 ### System updated The contact, the facility's answer and any promised date get logged back to the request. 5. Step 05 ### Action triggered If a request needs a person, say a dispute or a missing authorization, it goes to your team with the full summary. In practice ## Built for records follow-up at volume ### Request follow-up calls The agent pulls request details and records the promised delivery date. Every call it makes shows up on the request. ### Handoff and escalation Disputes and odd cases go to the person you chose, along with notes from every earlier call. ### Steady follow-up Follow-ups go out on schedule on every open request. Your team keeps its time for the hard cases. ### Post-call updates When the call ends, the request gets updated and the next follow-up goes on the calendar. Capabilities ## What your team gets with Orvera and Veradigm 1. ### Outbound and inbound calls The agent makes the follow-up calls, and when a facility calls back, it picks that up too. 2. ### Agent Assist on live calls When a person takes the call, Orvera AI Agent Assist puts the Veradigm details and the next step on their screen. 3. ### Conversation summaries Each conversation gets a short summary your team can read in a few seconds. 4. ### AI Quality Management Every conversation gets scored against your quality checklist, whether the AI or a person handled it. 5. ### Reporting on every interaction Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume. Veradigm ## What outcomes does the Veradigm integration deliver? - Every follow-up starts from current status - Your team spends its time on the exceptions - Handoffs carry the whole history - Follow-ups stay on schedule - A full log of every custodian contact Book a demo: https://orvera.ai/contact-us