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A Nationwide
 Litigation Support
      Company

  Specializing In
Court Reporting and
 Records Retrieval
MEETING AGENDA
   Identify your current needs regarding
    Court Reporting and Records Retrieval

   Determine your current challenges

   What is your current criteria for choosing
    a Court Reporting company

   Introduce Compex and the services and
    flexible solutions we are able to provide
CLIENT CHALLENGES
   Have you used Compex in the last 2 years?

   What would you like to change or handle
    differently with your current service provider?

   Who are you currently using for Records
    Retrieval?

   Who are you currently using for Court
    Reporting?

   Any files / cases / carriers that allow you to
    choose a records vendor?
COMPEX HISTORY
                 Founded in 1972 , today Compex is one of the
                 largest litigation and discovery support
               services in the nation. However, Compex
               continues to add value to our client base with
                 new service and advanced technology.

                 After all these years we strive to provide the
                 highest level of personalized service possible,
                 never forgetting that each order is equally
                 important.

                 We are a Litigation Support Service company
                 that specializes in Court Reporting, Record
                 Retrieval, Record Retention, and Medical
               Summarizations.

                 Clients include National Insurance Carriers,
CONFIDENTIAL
                 Third Party Administrators and Law Firms
COMPEX SERVICES
                     Records Retrieval

                     Court Reporting

                          Video

                     Process Service

                  Medical Summarization

                 Complex Case Management

                     On-Line Ordering

                        Repository
CONFIDENTIAL
Records Retrieval
   Subpoena creation and service
   Preparation and service of Notice of Opposing Counsel
    and all other appropriate documents
   Procurement of Authorization for Release of Information
   Transcription of doctors’ & nurses’ notes
   X-ray & blueprint duplication
   Pathology material handling
   Express rush service
   Online repository and ordering support
   On-Line Status Reports
   Dedicated Customer Service Team
Court Reporting
   Network of over 300 professional tenured certified Court
    Reporters located throughout Texas and Nationwide
   Secured e-mail transcript delivery
   Real-time reporting
   Certified legal video specialists
   Certified interpreters
   Statewide conference facilities
   Interactive real-time software includes CaseView II,
    LiveNote, Summation, and LawBridge
   ASCII files/condensed transcript & concordance or
    keyword index
   On-Line Archive – Depositions and Exhibits
   International court reporting services available
Complex Case Management
   Team of experienced professionals assigned to handle
    every aspect of large scale litigation
   Multi-district litigation and complex case management
   Repository services & exhibit replication
   Interrogatory extracts & document review
   Scheduling of depositions and IME’s
   Customized status reports
   Performing interrogatory extracts, record review and
      summarization of records
   Split billing to accommodate shared costs
Medical Record
    Summarization & Indexing
   Chronological listing of all treatments
   Summary of medical treatment received
   Summary of all medical billings
   Hyperlinks to all documents
   Optical Character Recognition (OCR)
   Comprehensive Medical Analysis
   Nurse Analysis
   Delivered in CD format
   An effortless interface with Adobe annotation tools
Newest Product: Medical Summarization

 Chronological
     Record        • Chronological reorganization of records
                   • Listing of medical providers
Reorganization &   • Visit index lists related pages of medical records
   Visit Index

                   • Chronological record reorganization & visit index
                   • Chronological summary of visits indicating related
 Visit Summary       page of medical records, without interpretation
                   • Key points identified complaint, history,
                     observations, impressions & treatment



                   • Chronological record reorganization & visit index
                   • Visit Summary with key points
 Billing Summary   • Billing Index Summary identifies CPT & ICD9 billing
                     codes with description of billing codes, listing
                     amounts billed and paid



                                                                           10
Chronological Record
Reorganization & Visit Index
Sample




      Hyperlinked to    Hyperlinked to
      original record   related visit
                        summary entry    11
Visit Summary
Billing Summary Sample




  Hyperlinked to
  original record
                         13
Texas Measurement of Cycle
              Time
   Cycle time targets are measured in business days

         Subpoenas- 35
         Authorizations- 15

   Cycle Time Includes

         10 day TRCP Subpoena Notice to Attorneys of Record
         20 day TRCP Subpoena Notice to Custodian of Records
         Completed Orders
         Affidavits of No Records
         Cancelled Orders
         Closed Orders

   Cycle Time Excludes:

         Number of days waiting for client to provide additional
          required information
         Client fee approvals
         Custodian delay in signing legal documents
Texas Electronic Ordering Process
      Users Types                                                          Users provide vital patient info
                                                            Order Form
                                                                           and chooses desired providers
      1. Law Firms                                                          from our provider database.
      2. Claims Adjusters                                    Request
                                                                                Appropriate patient
                                                              Record
      3. Claims Assistants                                                 authorization is then uploaded
                                                             Retrieval
                                                                               OR faxed to Compex.


  Compex                 User               User                              Users select an in-process
   Home                 Login              Account                              order to view current
   Page                 Page                Home                                    status notes.
                                            Page

                                                              Order             Users download or view
                                                             Progress         retrieved records. Records
 Users access our     Users submit      Upon successful
secure website via their unique User    login, users have                     are delivered in PDF format
                                                            View Current
 popular browsers ID and password         access to two                           (TIFF available upon
                                                               Status
        like                for           main functions                        request). Once viewed,
                                                                OR
 Internet Explorer   authentication.      via their home                         records remain in user
                                                             Download
 and login to their  All transactions       page. User                        account for up to 365 days.
                                                                 OR
     respective      are transmitted     accounts can be                                  -OR-
                                                                View             CPX directly transmits
     individual     over secure and        grouped in a       Uploaded
     accounts.      encrypted 128 bit    variety of ways.
                                                     ways                     records securely to a client
                                                              Records
                      SSL pathway                                                  designated server.
Texas Delivery of Electronic
                  Files
   Viewing Records Online - Compex posts records on our secured website
    and can be viewed by logging into the Repository. Records are downloaded
    in PDF format (TIFF is available upon request)

   File Transfer - Records are setup for FTP delivery based on push/pull
    preference

   Electronic Document Interface (EDI) – Document delivery can also be
    programmed so documents can be directly transmitted into client’s
    electronic claim/document management system based on requirements
    (claim number structure or clients’ specific naming protocol)

   Email - Compex can send the records via email. Compex does not
    recommended sending PHI via email.

   Storage - Compex stores all records in a closed file for at least one year or
    any agreed upon period and give the ordering party unlimited access to the
    files.

   Multiple Party Viewing – Access may be limited to orders placed by the user
    or full access may be provided so that user can view all orders placed by
    the firm/agency. Third-Party access is available as well, if requested.
COMPEX ADVANTAGES
                   Direct Billing / Billing Summary
                  Reduction of Administration Costs
               Dedicated Team for Records or Reporting
                      State of the Art Technology
               Archive Records, Depositions & Exhibits
                   Texas Measurement Cycle Time
               AMEX    MC   VISA Accepted for Payment
                      Electronic Ordering Process
                             Local Offices
                  Texas Delivery of Electronic Files

CONFIDENTIAL
THANK YOU
WE LOOK FORWARD TO
 WORKING WITH YOU!

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Texasppt 2011 Version

  • 1. A Nationwide Litigation Support Company Specializing In Court Reporting and Records Retrieval
  • 2. MEETING AGENDA  Identify your current needs regarding Court Reporting and Records Retrieval  Determine your current challenges  What is your current criteria for choosing a Court Reporting company  Introduce Compex and the services and flexible solutions we are able to provide
  • 3. CLIENT CHALLENGES  Have you used Compex in the last 2 years?  What would you like to change or handle differently with your current service provider?  Who are you currently using for Records Retrieval?  Who are you currently using for Court Reporting?  Any files / cases / carriers that allow you to choose a records vendor?
  • 4. COMPEX HISTORY Founded in 1972 , today Compex is one of the largest litigation and discovery support services in the nation. However, Compex continues to add value to our client base with new service and advanced technology. After all these years we strive to provide the highest level of personalized service possible, never forgetting that each order is equally important. We are a Litigation Support Service company that specializes in Court Reporting, Record Retrieval, Record Retention, and Medical Summarizations. Clients include National Insurance Carriers, CONFIDENTIAL Third Party Administrators and Law Firms
  • 5. COMPEX SERVICES Records Retrieval Court Reporting Video Process Service Medical Summarization Complex Case Management On-Line Ordering Repository CONFIDENTIAL
  • 6. Records Retrieval  Subpoena creation and service  Preparation and service of Notice of Opposing Counsel and all other appropriate documents  Procurement of Authorization for Release of Information  Transcription of doctors’ & nurses’ notes  X-ray & blueprint duplication  Pathology material handling  Express rush service  Online repository and ordering support  On-Line Status Reports  Dedicated Customer Service Team
  • 7. Court Reporting  Network of over 300 professional tenured certified Court Reporters located throughout Texas and Nationwide  Secured e-mail transcript delivery  Real-time reporting  Certified legal video specialists  Certified interpreters  Statewide conference facilities  Interactive real-time software includes CaseView II, LiveNote, Summation, and LawBridge  ASCII files/condensed transcript & concordance or keyword index  On-Line Archive – Depositions and Exhibits  International court reporting services available
  • 8. Complex Case Management  Team of experienced professionals assigned to handle every aspect of large scale litigation  Multi-district litigation and complex case management  Repository services & exhibit replication  Interrogatory extracts & document review  Scheduling of depositions and IME’s  Customized status reports  Performing interrogatory extracts, record review and summarization of records  Split billing to accommodate shared costs
  • 9. Medical Record Summarization & Indexing  Chronological listing of all treatments  Summary of medical treatment received  Summary of all medical billings  Hyperlinks to all documents  Optical Character Recognition (OCR)  Comprehensive Medical Analysis  Nurse Analysis  Delivered in CD format  An effortless interface with Adobe annotation tools
  • 10. Newest Product: Medical Summarization Chronological Record • Chronological reorganization of records • Listing of medical providers Reorganization & • Visit index lists related pages of medical records Visit Index • Chronological record reorganization & visit index • Chronological summary of visits indicating related Visit Summary page of medical records, without interpretation • Key points identified complaint, history, observations, impressions & treatment • Chronological record reorganization & visit index • Visit Summary with key points Billing Summary • Billing Index Summary identifies CPT & ICD9 billing codes with description of billing codes, listing amounts billed and paid 10
  • 11. Chronological Record Reorganization & Visit Index Sample Hyperlinked to Hyperlinked to original record related visit summary entry 11
  • 13. Billing Summary Sample Hyperlinked to original record 13
  • 14. Texas Measurement of Cycle Time  Cycle time targets are measured in business days  Subpoenas- 35  Authorizations- 15  Cycle Time Includes  10 day TRCP Subpoena Notice to Attorneys of Record  20 day TRCP Subpoena Notice to Custodian of Records  Completed Orders  Affidavits of No Records  Cancelled Orders  Closed Orders  Cycle Time Excludes:  Number of days waiting for client to provide additional required information  Client fee approvals  Custodian delay in signing legal documents
  • 15. Texas Electronic Ordering Process Users Types Users provide vital patient info Order Form and chooses desired providers 1. Law Firms from our provider database. 2. Claims Adjusters Request Appropriate patient Record 3. Claims Assistants authorization is then uploaded Retrieval OR faxed to Compex. Compex User User Users select an in-process Home Login Account order to view current Page Page Home status notes. Page Order Users download or view Progress retrieved records. Records Users access our Users submit Upon successful secure website via their unique User login, users have are delivered in PDF format View Current popular browsers ID and password access to two (TIFF available upon Status like for main functions request). Once viewed, OR Internet Explorer authentication. via their home records remain in user Download and login to their All transactions page. User account for up to 365 days. OR respective are transmitted accounts can be -OR- View CPX directly transmits individual over secure and grouped in a Uploaded accounts. encrypted 128 bit variety of ways. ways records securely to a client Records SSL pathway designated server.
  • 16. Texas Delivery of Electronic Files  Viewing Records Online - Compex posts records on our secured website and can be viewed by logging into the Repository. Records are downloaded in PDF format (TIFF is available upon request)  File Transfer - Records are setup for FTP delivery based on push/pull preference  Electronic Document Interface (EDI) – Document delivery can also be programmed so documents can be directly transmitted into client’s electronic claim/document management system based on requirements (claim number structure or clients’ specific naming protocol)  Email - Compex can send the records via email. Compex does not recommended sending PHI via email.  Storage - Compex stores all records in a closed file for at least one year or any agreed upon period and give the ordering party unlimited access to the files.  Multiple Party Viewing – Access may be limited to orders placed by the user or full access may be provided so that user can view all orders placed by the firm/agency. Third-Party access is available as well, if requested.
  • 17. COMPEX ADVANTAGES Direct Billing / Billing Summary Reduction of Administration Costs Dedicated Team for Records or Reporting State of the Art Technology Archive Records, Depositions & Exhibits Texas Measurement Cycle Time AMEX MC VISA Accepted for Payment Electronic Ordering Process Local Offices Texas Delivery of Electronic Files CONFIDENTIAL
  • 18. THANK YOU WE LOOK FORWARD TO WORKING WITH YOU!