Medical Record Procurement - Pendulum Risk
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Your Trusted Medical Record Procurement Partner.

Pendulum’s Medical Record Procurement Service provides professional resources to locate medical records and other related documents needed to effectively defend a claim, such as administrative, clinical/non-clinical, financial, and personnel records. With Pendulum’s more than 22 years of experience inside long term care facilities, our team knows the places to look—and what to look out for—to enhance defensibility.


Pendulum also provides medical record procurement to organizations outside the senior living arena with the same precision and accuracy. The Pendulum team, led by a seasoned healthcare consultant, will search records to find documents pertinent to the case. Knowing the focus of the claim, the team will zero in on any related documents. If desired, the client can provide a list of specific items that need to be found in addition to those listed below.

We Offer Specialized Litigation Support Services For Healthcare.

Our team will find, identify, and organize:

  • Medical records
  • Billing records
  • Quality assurance documents
  • Incident reports
  • Personnel files
  • State surveys
  • Plans of correction
  • Care plan meeting documentation
  • Trust fund transactions
  • Remittance advices
  • Physician orders
  • Progress notes
  • Emails
  • Correspondence
  • Performance appraisals
  • Proof of insurance for vendors

Procurement service process

Our team will procure documents in stored files, closed files, and open records, as well as information on prior employees. Pendulum’s team knows where to look to find these items—both the usual and unusual places facilities may store records—from our many years of experience.


For the legal team’s convenience, the consultant organizes the uploaded scanned documents prior to providing them to the team. This allows attorneys valuable time to focus on defending the claim instead of document procurement and organization.


If you need assistance with locating and organizing documents in order to defend a claim, contact Pendulum regarding the Medical Record Procurement Service. Pendulum has had many successful engagements leading to positive litigation outcomes and would be pleased to provide you references from previous engagements.

What Our Clients Say

I give Pendulum my highest regard and have no hesitation in recommending them for your risk management program.

Managing Director at Insurance Company

Extremely thorough and they ask all the right questions. The loss control expert who reviewed this facility is to be commended for a superb job. It’s clear that Pendulum really understands these types of risks, as there are so few in the industry who truly do. Great job. Thank you.

Agency Owner

This was absolutely the best, most thorough risk management visit we’ve ever had.

Facility Administrator

Have questions? We’ve got answers.

What is a standard risk assessment process?

Depending on the services requested, the assessment process is customized to fit the need of the organization. The assessment may be risk- or compliance-oriented.


Some examples of the areas reviewed during the assessment process include:

  • Policies and procedures
  • Protocols and practices
  • Physical environment

What types of assessments are available? 

Pendulum offers several varieties of assessments:

  • Professional liability risk
  • Infection prevention and control
  • Customer service
  • OIG compliance
  • HIPAA/HITECH compliance
  • Emergency operations
  • Security vulnerability
  • Life safety
  • OSHA
  • Cybersecurity


An organization can also choose a focused assessment that includes customized services to meet their needs in areas such as documentation, fall, skin integrity, elopement management, risk and quality programming, etc.

What can you expect from Pendulum Risk?

Pendulum offers more than 22 years of risk management consulting experience to assist organizations in minimizing liability risk and strengthening defensibility. We provide a wide range of risk management services and take pride in our ability to provide customized services to meet our client’s needs.

Our skilled risk control consultants have consulting expertise in a wide variety of clinical and non-clinical settings, allowing them to identify potential areas of risk and provide recommendations based on risk management strategies that have been identified through national claims and litigation activities.