> ## Documentation Index > Fetch the complete documentation index at: https://docs.matter-vault.com/llms.txt > Use this file to discover all available pages before exploring further. # Records & Requests > Attaching records, and the request-and-chase lifecycle per provider. The provider actions menu Getting a provider's records is its own workflow — request, follow up, receive, and file. Matter Vault tracks this per provider so nothing falls through. ## Where Records Attach A record can attach to a **provider** (which works even when the provider has no bills) or to a specific **bill**. You either attach a document already on the case or upload a new one. Either way it's saved to the case and indexed so you can search inside it later. ## The Four Request Types Each provider's **Records Requests** tracker always shows four types you can request and chase independently: * **Medical Records** * **Itemized Bills** * **Records & Bills** * **Custodian Affidavit** ## The Request Lifecycle A request moves from **Not Sent**, to **Sent**, to **Follow-up Sent**, to **Received**, to **Uploaded** (when you attach the file), to **Complete**. Each provider+type keeps its own attempt history. When you send a request, you record the method, sent date, and a response-due date, and it starts a reminder ladder — the system nudges the assigned paralegal and attorney as the due date approaches and after it passes, until the records arrive or you stop the reminders. Mark a request received (optionally attaching the file then and there), snooze its reminders for a few days, or stop them entirely. If you need to force a request to complete outside the normal flow, an override records your reason and shows a persistent badge. You can also send every pending request for a provider at once with **Send all pending**. ## The HIPAA Check When you request medical records from a provider without a signed HIPAA on file, the app warns you — records won't be released without one — and asks you to acknowledge before proceeding. It's a reminder, not a hard stop, so you can still proceed when you have reason to.