Recupera Dashboard
Production Snapshot
| Queue | Count |
|---|---|
| Tracking Needing Packets | 162 |
| Orders on Hold | 12 |
| SERVE | 11 |
| WAIT | 1 |
| Request Packets to Send | 138 |
| En Route | 8 |
| In Progress | 25 |
| No follow ups made | 11 |
| First follow up made | 11 |
| Second follow up made | 2 |
| Third follow up made | 1 |
| Awaiting Client Action | 7 |
| Rejections awaiting resolution | 2 |
| Invoices awaiting approval | 5 |
| Inboxes | 0 |
| Records inbox | 0 |
| Rejections inbox | 0 |
| New orders inbox | 0 |
| Records received | 72 |
Updated: 5/17/2026 12:31:06 PM
Call Team Workload
Total Assigned: 24
• Action Date Overdue: 24
| User | Total Assigned | Action Date Overdue | Steps Today | Steps Prev Biz Day | Avg 7d | Avg 30d | Prev Month Daily Avg |
|---|---|---|---|---|---|---|---|
| Joseph Perri | 13 | 13 | 0 | 0 | 0.0 | 0.0 | 0.2 |
| Scott Perri | 11 | 11 | 0 | 0 | 0.0 | 0.0 | 0.0 |
Orders by Current Step
| Step | Count |
|---|---|
| Received Order, In Progress | 38 |
| Generation Dept - Drafted Subpoena | 16 |
| Generation Dept - Printed Packet | 34 |
| Emailed - Client / Status Update | 1 |
| Called Custodian | 1 |
| Sent - Fax to Custodian | 1 |
| Received - All Records | 54 |
| Received - Portion of Records | 5 |
| Assigned To: | 10 |
| OC - Waived Hold Period | 3 |
| Created Shipping Label/Generated Tracking Number | 1 |
| On hold | 45 |
| Subpoenas sent to client to file with court, placed on hold for objection | 15 |
| Received Email From Client | 13 |
| Hold satisfied (expired/waived) | 34 |
| Fax sent | 7 |
| Fax undelivered / failed | 2 |
| Received Email From Custodian | 4 |
| Received Invoice From Custodian | 12 |
| OC granted access to copies (waive hold) | 1 |
| Hold period expired (waive hold) | 2 |
| Emailed Request to Custodian | 5 |
| Called Facility | 7 |
| Called Facility — Left Voice Mail | 3 |
| Called Facility | 1 |
| Case Settled / Closed | 3 |
| Facility invoice paid | 4 |
| Order Closed | 153 |
| Custodian packet generated | 9 |
| Rejection resolved - POA received | 1 |
| Rejection resolved - HIPAA authorization received | 2 |
| Rejection resolved - Attorney signed attestation received | 8 |
| Rejections Received from custodian - emailed to client | 17 |
| Emailed client for approval on Service Packet | 11 |