Discreet. Thorough. Facts Only.
Discreet inspections that document facility operations, staffing, and observable conditions at medical clinics.
Overview
Document How a Facility Actually Operates
Legacy conducts discreet inspections of medical facilities to document operations and observable conditions. All reporting is limited to investigative observations — not medical opinions, diagnoses, or legal conclusions.
Carriers and SIU teams use these observations to compare documented facility activity with billing, treatment records, and other information in the claim file.
Capabilities
What This Service Includes
Clinic Operations
Document observed hours of operation, patient volume, and services offered.
Staff Verification
Identify staff observed on site and note apparent roles.
Treatment Observation
Observe treatment areas, equipment in use, and patient flow patterns.
Compliance Observations
Record observations relevant to stated standards and posted information.
Facility Assessment
Document conditions, layout, and general facility management.
Potential Fraud Indicators
Note inconsistencies or observations that may warrant further review.
Photo & Video Documentation
Time-stamped imagery supporting the documented observations.
Detailed Factual Reports
Objective reporting of what was observed, with dates and times.
Process
From Assignment to Actionable Information
Submit
Send the assignment details and investigation objectives.
Review
The Legacy team evaluates requirements and determines the appropriate investigative approach.
Assign
A qualified investigator is selected based on location, assignment type, and requirements.
Investigate
The investigator performs the approved investigative work and documents relevant findings.
Report
Results are reviewed and delivered in a clear professional format to support claims decision-making.
