For independent and multi-location practices

Medical record transfer software built around the clinic handoff.

When your practice sends records to a specialist, imaging center, or another provider, the work should not end with a fax confirmation. Health Record Relay gives your team a secure way to send medical records, track recipient activity, and document the delivery without replacing your EHR.

Discuss a clinic pilot → See how delivery works

Everyday clinic workflows

Sending medical records is only half the job.

Clinic staff often have to confirm that records reached the intended recipient, were accessed, and can be found later when a question comes up.

Referral packets

Prepare records needed for a specialty appointment and keep a single delivery history instead of a trail of faxes and follow-up calls. Learn about referral document delivery.

Records for outside providers

Send supporting documentation to another organization through controlled access with delivery status and acknowledgment.

Pre-visit documentation

Keep a clearer record of the handoff when another care team needs records before a scheduled visit.

What changes

A secure, trackable medical record delivery workflow.

Give practice administrators, referral coordinators, and medical records staff better visibility into the work they already do.

Controlled deliveryShare records through secure links with expiration controls.

Recipient acknowledgmentDocument a recipient step in the handoff rather than relying on fax status alone.

Access visibilityTrack delivery and access events from the transfer record.

Consent-aware stepsSupport patient authorization when a particular release requires it.

Audit historyReview important activity tied to the record delivery.

Existing EHR staysAdd a record handoff layer without replacing your clinical system.

A practical starting point

Test one record transfer workflow before changing everything.

Select one type of outgoing record delivery and compare the process before and after introducing Health Record Relay.

Choose

Pick a recurring exchange with a specific outside organization.

Baseline

Record current refaxes, calls, exceptions, and staff time.

Send

Use controlled record delivery and track the acknowledgment process.

Evaluate

Review actual workflow results with your team before expanding.

Common questions

Medical record transfer for clinics: FAQs.

Does a clinic need to replace its EHR?

No. Health Record Relay supports the handoff of records between organizations alongside existing EHR systems. Specific integrations can be discussed separately.

Does the receiving provider need to buy the platform?

Health Record Relay supports recipient access through controlled delivery links; the recipient does not need to become a paying customer just to receive a delivery.

Is this useful if our clinic still uses fax?

Yes. A focused pilot can target the workflows that require the most refaxing and follow-up. See our healthcare fax alternative.

How do we evaluate security and HIPAA requirements?

Start with your organization's privacy and security review. Health Record Relay uses healthcare-focused safeguards, but each organization must assess its use case and agreements. Review our security approach.

Clinic pilot

Find out whether a clearer handoff helps your staff.

We can discuss an evaluation around one referral, specialty, or record-release workflow.

Apply for a pilot View pricing

✓ Refaxes

✓ Confirmation calls

✓ Delivery visibility

✓ Staff time