How does Voksha handle an attorney's office calling about an existing PI patient?

For Chiropractors

This is common enough in PI-active chiropractic practices that it's worth configuring specifically during setup rather than treating it as a generic call. When an attorney's office calls asking about a patient's treatment status, appointment history, or documentation needed for a case, Voksha captures the request, the attorney's name and firm, the patient they're calling about, and what specifically they need, whether that's a records request, a treatment plan update, or confirmation of an upcoming appointment, but does not disclose protected health information over the phone without the practice first verifying that a valid authorization or lien agreement is on file, since PHI disclosure to a third party, including a patient's own attorney, generally requires the patient's written authorization under HIPAA regardless of how routine the request feels in PI work. The call gets routed to whichever staff member handles PI case coordination or records requests, with the captured details ready so that person isn't starting from scratch when they call the attorney's office back. This protects the practice from the common mistake of a front desk staffer verbally confirming treatment details to a caller claiming to represent a patient's attorney without verification, which happens more than practices realize given how routine these calls start to feel once a practice handles regular PI volume. Setting the verification threshold clearly, what counts as sufficient proof of authorization before any details are shared, is a conversation worth having with your practice's PI case coordinator or attorney partners during onboarding.