HealthPort Technologies Medical Records Settlement, Claim 67.5% of Overpayments by December 31, 2026

If you paid HealthPort Technologies (now Datavant LLC) for copies of Pennsylvania medical records connected to a life or health insurance application, you may be able to recover 67.5% of the amount you allegedly overpaid. Patients, patient designees and patient representatives are covered, and the settlement website describes the class as including lawyers, law firms and companies that requested and paid for the records.

You must file a claim to get paid. The claim is filed online with your personal Notice ID and PIN, and it must be received by December 31, 2026.

Two earlier deadlines are close: objections must be received by November 2, 2026, and opt-out requests must be received by November 16, 2026. Those dates are only days away.

• Official settlement website: https://www.healthportpitsettlementpa.com/
• Online claim portal (file your claim here): https://www.healthportpitsettlementpa.com/page/preclaim
• Key dates page: https://www.healthportpitsettlementpa.com/page/dates

Status as of October 22, 2026: The court has preliminarily approved the settlement for settlement purposes only. Final approval is pending. The fairness hearing is December 1, 2026 at 12:00 p.m. No payment date has been announced.

Quick Facts

Detail	Information
Case name	P.I.T. Retrievals, LLC v. HealthPort Technologies, LLC
Case number	GD-13-023729
Court	Court of Common Pleas of Allegheny County, Pennsylvania
Judge	Alan D. Hertzberg
Defendant	HealthPort Technologies, LLC (now Datavant LLC)
Class period	December 17, 2009 through July 23, 2026
Who is eligible	People and businesses who paid HealthPort more than Pennsylvania’s maximum fees for “underwriting” record requests tied to life or health insurance applications
Payment	67.5% of the alleged overpayment for each record request
Total pool for claimant payments	Capped at $197,720.39
Claim form needed?	Yes, filed online with your Notice ID and PIN
Official settlement website	https://www.healthportpitsettlementpa.com/
Online claim portal	https://www.healthportpitsettlementpa.com/page/preclaim
Claim deadline	December 31, 2026 (must be received through the website)
Objection deadline	November 2, 2026 (must be received)
Opt-out deadline	November 16, 2026 (must be received, not just postmarked)
Fairness hearing	December 1, 2026, 12:00 p.m., Room 816, City-County Building, Pittsburgh
Settlement administrator	American Legal Claims Services, LLC
Administrator phone	1-800-657-1193
Status	Preliminary approval granted; final approval pending

Who Qualifies?

The settlement class is defined as all patients, patient designees and patient representatives who:

• requested medical records from a Pennsylvania healthcare provider or facility in connection with a patient’s application for life and/or health insurance, which HealthPort calls an “underwriting” request;
• paid HealthPort more than the maximum basic, search and retrieval, and/or reproduction fees allowed under 42 Pa.C.S. § 6152(a)(2)(i) of the Pennsylvania Medical Records Act;
• were not charged under an agreed-upon rate; and
• made the payment between December 17, 2009 and July 23, 2026.

Excluded are HealthPort’s present or former counsel in the case, the court and its immediate family and staff, and class counsel.

Who this can include. The settlement website’s notice describes the class as including patients, individuals, lawyers, law firms and companies that requested the records and paid for them. What matters is the role you played in the transaction and whether it meets the definition above.

Pennsylvania connection. The test is where the records came from, a Pennsylvania provider or facility, not necessarily where you live. A Pennsylvania resident whose request involved an out-of-state provider, or a request that had nothing to do with a life or health insurance application, would not automatically qualify.

Class size. In the settlement agreement, HealthPort/Datavant represents that about 2,056 persons or entities in the class made a combined 15,149 record requests.

Is this the same as the Landay v. Datavant settlement?

No. The settlement website says that other notices you may have received, relating to Landay v. Datavant, concern a different lawsuit with different deadlines. Check the case name and number on every notice before acting.

What the Lawsuit Claims

The lawsuit, filed in December 2013, alleges that HealthPort violated the Pennsylvania Medical Records Act by charging more than the state “ceiling” for copies of medical records. It is brought as a breach of implied contract claim and seeks money for alleged overpayments on behalf of a class.

HealthPort denies the allegations. It argues that:

• the Medical Records Act does not apply to records requested by a third party in connection with a patient’s application for health or life insurance; and
• the payments were consented to and made voluntarily with full knowledge of its charges, so the claims are barred by “prior approval” or the voluntary payment doctrine.

The court has not decided who is right. The settlement is a compromise, and HealthPort does not admit wrongdoing or liability.

Is this a data breach settlement?

No. This case is about fees charged for copies of records, not about stolen or exposed personal information.

The Laws Behind the Case

This is general legal background, not legal advice. The settlement agreement and court orders control.

Law or rule	What it does	Why it matters here
Pennsylvania Medical Records Act, 42 Pa.C.S. § 6152	Sets maximum fees that providers and their copy vendors may charge for copies of medical records, including a basic fee, a search and retrieval fee, and per-page copying fees	The “ceiling” HealthPort is alleged to have exceeded
§ 6152(a)(2)(i)	The specific fee provision named in the settlement’s class definition	Defines what counts as an overpayment
Fee adjustments	The statute provides for periodic updates to the fee limits, so the maximum allowed depends on the year of the request	Explains why each request’s alleged overpayment is calculated individually from its date and page count
Implied contract	A court can find an agreement from the parties’ conduct even without a signed contract	The legal theory the plaintiff used to recover the overcharges
Voluntary payment doctrine	A person who pays with full knowledge of the facts generally cannot get the money back later	HealthPort’s main defense
Pa.R.C.P. 1701 et seq.	Pennsylvania’s class action rules, including conditional class certification for settlement under Rule 1707	The basis for treating the case as a class action for settlement only
Pa.R.C.P. 1714	Requires court approval, after a hearing, of a class action settlement	Why there is a notice period and a fairness hearing

How the court reviews a settlement. At the fairness hearing, Judge Hertzberg will decide whether the settlement is fair, reasonable and adequate, and will hear any properly filed objections.

How Much Can You Get?

If you file a valid, timely claim, you receive 67.5% of the Alleged Overpayment on each of your record requests.

What “Alleged Overpayment” means. It is the amount by which the basic fee, search and retrieval fee and/or per-page reproduction fee you actually paid exceeded the statutory maximums, calculated using the number of pages in that record request. Only amounts greater than zero count. If no overpayment is identified for a request, it produces no benefit.

It is not 67.5% of everything you paid. It is 67.5% of the portion above the legal ceiling.

Alleged overpayment on a request	Calculated benefit at 67.5%
$20	$13.50
$50	$33.75
$100	$67.50
$200	$135.00
$500	$337.50

These are examples of the formula, not predictions of what any person will receive.

What Is the $197,720.39 Cap?

The settlement agreement says HealthPort/Datavant will make $197,720.39 available to pay valid claims. The agreement also says the total benefits are calculated as 67.5% of the total Alleged Overpayment.

• If valid claims exceed $197,720.39, they are paid pro rata.
• If valid claims are less than the amount funded, unused money is returned to HealthPort/Datavant.
• There is no guaranteed minimum payment.

What that suggests for typical amounts. By simple arithmetic, $197,720.39 spread across about 2,056 class members is roughly $96 per class member, or about $13 per record request across 15,149 requests. These are rough averages for context only, not predictions. Individual amounts vary widely with the number of requests and pages, and many people may receive less, while a few may receive more.

Are Attorneys’ Fees Taken From Your Payment?

No. HealthPort/Datavant pays these separately, subject to court approval:

• Attorneys’ fees and costs of no more than $65,906.80
• A $2,500 service award to the class representative, P.I.T. Retrievals, LLC
• Notice and administration costs

None of these reduce the $197,720.39 available to class members. The court can award less than requested.

How to File a Claim

You must file a Proof of Claim through the settlement website. It must be signed (electronically is allowed) under penalty of perjury and received by 11:59 p.m. Eastern time on December 31, 2026. Do not wait until the last day.

1. Find your Notice ID and PIN on the notice mailed to you. Together they are your Class Member ID.
2. Open the online claim portal: https://www.healthportpitsettlementpa.com/page/preclaim
3. Log in and review your Transaction List. It shows, for each request attributed to you, the invoice number, invoice date, the patient whose records were requested, the healthcare provider, the amount HealthPort’s records show was paid, and the settlement benefit available.
4. Check every entry. You may claim all listed transactions in a single Proof of Claim, or select only specific transactions.
5. Choose your payment method and submit.

Payment options in the agreement: paper check, Zelle, PayPal, Venmo, electronic Mastercard, or ACH. If you do not give enough information for an electronic method, or it cannot be completed, you are paid by mailed check.

Verification. The administrator may ask for more information to confirm a claim is valid.

What If You Did Not Receive a Notice or Cannot Find Your ID?

Contact the administrator right away at 1-800-657-1193, by email at [email protected], or by mail at P.I.T. Retrievals v. HealthPort Technologies, LLC, c/o Settlement Administrator, PO Box 23309, Jacksonville, FL 32241. Do not contact the court or Judge Hertzberg’s staff.

Moved, Changed Your Name, or Is the Class Member Deceased?

Situation	What to do
New address	Use the Update Address page with your Notice ID and PIN, or email the administrator with “Change of Address” in the subject line, or mail the information to the address above
Name change	Send a copy of your marriage license, divorce decree or court order, with your Notice ID and old and new details, with “Name Change” in the subject line
Class member has died	Send a death certificate and documents showing the new payee, such as a will or estate paperwork

Date Issue to Watch: Transactions After 2014

The class period runs from December 17, 2009 through July 23, 2026. But the settlement agreement says HealthPort/Datavant reviewed its records and identified underwriting requests from December 17, 2009 through December 31, 2014, and certifies that all transactions that can be identified from its records have been identified.

In practical terms, the Transaction List you see is built from that data.

If you made a qualifying request after 2014, or a transaction you believe qualifies is missing from your list, contact the administrator before the deadline. Ask whether it is covered and how to raise it. Do not assume it is either covered or automatically excluded.

Your Options

Option	What it means	Deadline
File a claim	The only way to receive money, if the settlement is approved and becomes final	December 31, 2026
Do nothing	No payment, and you still give up the released claims	N/A
Opt out	No payment, but you keep the right to sue HealthPort on your own	November 16, 2026
Object	You stay in the class and tell the court why you disagree	November 2, 2026
Speak at the hearing	File a written Notice of Intention to Appear	November 2, 2026

What Happens If You Do Nothing?

You receive nothing. Unless you opt out, you are still bound by the settlement and its release, even if you never file a claim or never receive money. You cannot sue, continue to sue, or join another lawsuit against HealthPort over the issues that were or could have been raised in this case. If you already have your own lawsuit pending, talk to your lawyer immediately.

How to Opt Out

Opting out means no money, but you are not bound by the release.

Requirements:

• In writing, with your original signature
• Sent by first-class mail, postage prepaid, and received by November 16, 2026. A postmark does not count.
• Includes: the reference P.I.T. Retrievals, LLC v. HealthPort Technologies, LLC, GD-13-023729; your Notice ID; whether you are making the request as a Settlement Class Member; your name, address and telephone number; a clear statement that you want to be excluded; and your signature or your authorized representative’s
• A separate request for each class member. Group or “mass” opt-outs are not valid.
• Not by phone or email.

Mail to: P.I.T. Retrievals v. HealthPort Technologies, LLC c/o Settlement Administrator PO Box 23309 Jacksonville, FL 32241

If you opt out you cannot object, and you cannot speak at the hearing. Opting out does not guarantee you would win a separate case, and legal deadlines may limit it. Talk to your own lawyer first.

How to Object

You can object only if you stay in the class. You may object to any part of the settlement, including class certification, whether it is fair, reasonable and adequate, the adequacy of class counsel or the class representative, and the requested fees and service award.

Each objection must be in writing and include:

1. A heading such as “Notice of Intention to Object” that includes the word “Object” or “Objection”
2. The case reference, P.I.T. Retrievals, LLC v. HealthPort Technologies, LLC, GD-13-023729
3. Your Notice ID
4. Whether you object as a Settlement Class Member or in another capacity
5. Your name, address and telephone number
6. Each objection and its basis
7. Whether it applies to you, a subset of the class, or the whole class
8. Whether you intend to appear at the fairness hearing
9. A list of any witnesses and copies of any documents you will use

Where to send it, so it is received by November 2, 2026:

Send to	Address
The Court (file)	Department of Court Records, Civil Division, City-County Building, 1st Floor, 414 Grant Street, Pittsburgh, PA 15219. E-filing is available at https://dcr.alleghenycounty.us/
Class counsel (copy, first-class mail)	Edward I. Levicoff, Levicoff Law Firm, P.C., 4 PPG Place, Suite 200, Pittsburgh, PA 15222
HealthPort’s counsel (copy, first-class mail)	Leland Schermer and Matthew B. Simon, Marcus & Shapira LLP, 301 Grant Street, 35th Floor, One Oxford Centre, Pittsburgh, PA 15219

If you are represented by a lawyer, that lawyer must file a written Notice of Appearance with the Department of Court Records by November 2, 2026 and list each earlier class action in which they represented an objector. An objection that does not follow these steps may not be considered.

The Fairness Hearing

• When: December 1, 2026, at 12:00 p.m.
• Where: Room 816, City-County Building, 414 Grant Street, Pittsburgh, PA
• Do you have to go? No. A timely, proper objection will be considered whether or not you attend.
• To speak: file a Notice of Intention to Appear, and send copies to both counsel, so that it is received by November 2, 2026. You cannot speak if you opted out.

What You Give Up

If the settlement becomes final and you did not opt out, you release HealthPort/Datavant and related parties from claims that arise from the acts, omissions, facts and transactions alleged in the case, or that could have been alleged. This covers claims for damages, interest, penalties and fees tied to those facts, whether known or unknown. The release applies whether or not you file a claim. The agreement’s Release of Claims section sets out the exact wording, so read it if you are unsure.

When Will Payments Be Made?

Not until the settlement is approved and becomes final. The agreement works like this:

1. The court holds the fairness hearing on December 1, 2026 and decides whether to grant final approval.
2. If approved, an Effective Date occurs only after the appeal period passes with no appeal, or after all appeals are resolved.
3. HealthPort/Datavant must fund the settlement account within 14 days of the Effective Date.
4. Checks go out within about 30 days after the Effective Date, and electronic payments are processed under the agreement.

The settlement website warns that appeals can take time, perhaps more than a year.

Cash paper checks quickly. Checks must be cashed within 90 days of the date printed on them and are not valid afterward.

If the settlement fails. The agreement can be terminated if the court declines to approve it or the Effective Date never occurs. In that case, no claims are paid and no one’s claims are released.

Beware of Scams

You never have to pay a fee to file a claim in this settlement. Use only the official website and the administrator contact details in this article, and do not share your Notice ID and PIN with anyone you did not contact yourself. The court will not call you about the settlement.

Who Represents the Class?

Class counsel: Edward I. Levicoff, Levicoff Law Firm, P.C., Pittsburgh, (412) 434-5200. Class members are not charged for his services.

HealthPort’s counsel: Leland Schermer and Matthew B. Simon, Marcus & Shapira LLP, Pittsburgh.

Timeline

Date	Event
December 17, 2009	Class period begins
December 17, 2013	Lawsuit filed in Allegheny County
December 15, 2014	HealthPort files its answer, denying the claims
July 23, 2026	Class period ends; settlement agreement signed
November 2, 2026	Objections and Notices of Intention to Appear must be received
November 16, 2026	Opt-out requests must be received
December 1, 2026, 12:00 p.m.	Fairness hearing
December 31, 2026	Online Proof of Claim must be received
After final approval and any appeals	Effective Date; funding within 14 days; payments follow

Check the official dates page before relying on any date, because the court can change the schedule.

Other HealthPort and Datavant Settlements

Other medical-records-fee cases involving HealthPort or Datavant are separate lawsuits with different case numbers, class periods and payment formulas. A transaction listed in one settlement does not automatically qualify in another. If you received more than one notice, read each one and use only the website for that particular case.

Frequently Asked Questions

Is the HealthPort Technologies medical records settlement real?

Yes. It is a court-supervised class action settlement in P.I.T. Retrievals, LLC v. HealthPort Technologies, LLC, Case No. GD-13-023729, in Allegheny County, Pennsylvania, with an official website and an independent administrator.

How much will I get?

67.5% of the alleged overpayment calculated for each of your qualifying record requests. Your figure is on your Proof of Claim, which you can open with your Notice ID and PIN. Total payments are capped at $197,720.39 and reduced pro rata if claims exceed it.

Do I need to file a claim?

Yes. Without a valid, timely Proof of Claim you receive nothing.

What is the claim deadline?

December 31, 2026. The claim must be received through the settlement website.

Can I file a claim by mail?

The official materials say the Proof of Claim is submitted through the settlement website. If you cannot use the website, contact the administrator before the deadline.

Do I need receipts?

Your Proof of Claim is built from HealthPort’s own transaction records, so you generally review it rather than gather receipts. If something is missing or wrong, contact the administrator.

Can a company or law firm file?

The settlement website describes the class as including lawyers, law firms and companies that requested and paid for the records, as well as patients and their designees or representatives. Check your Transaction List and ask the administrator if you are unsure.

What if I paid HealthPort but have no notice?

Contact the administrator at 1-800-657-1193 and ask whether your requests appear in its records and how to get your Notice ID and PIN.

Does the settlement cover records requested for any reason?

No. Only requests tied to an application for life or health insurance, from Pennsylvania providers or facilities, that meet the class definition.

Can I opt out and still get paid?

No. Opting out means no payment.

Can I opt out and object?

No. Only class members who stay in the class can object.

When will I be paid?

Not before final approval and the Effective Date. Appeals could delay payments by a year or more.

What if I miss the claim deadline?

The notice says the Proof of Claim must be received by December 31, 2026. Do not count on late claims being accepted. If you have a technical problem, contact the administrator well before the deadline.

Who do I contact with questions?

The settlement administrator, American Legal Claims Services, at 1-800-657-1193 or [email protected]. Do not call the court.

Related Reading

• Datavant and HealthPort Medical Records Overcharge Settlement, Check If You Qualify (Landay v. Datavant, No. GD-09-012923)
• Datavant Medical Records Settlement, Check If You Qualify (David M. Landay v. Datavant LLC, No. GD-09-012922)
• Datavant $900K Data Breach Settlement, File Claim By Aug 18

Those are separate matters and do not affect rights under this settlement.

Sources

1. Official settlement website, P.I.T. Retrievals, LLC v. HealthPort Technologies, LLC (https://www.healthportpitsettlementpa.com/)
2. Official Frequently Asked Questions (https://www.healthportpitsettlementpa.com/page/faq)
3. Official Key Dates page (https://www.healthportpitsettlementpa.com/page/dates)
4. Official Important Court Documents page: Class Settlement Agreement and Release (signed July 2026), Long Form Class Notice, Preliminary Approval Order and supporting papers (https://www.healthportpitsettlementpa.com/page/docs)
5. Official Online Claim Submission page (https://www.healthportpitsettlementpa.com/page/preclaim)
6. Pennsylvania Medical Records Act, 42 Pa.C.S. § 6152 (https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/42/00.061..HTM)
7. Pennsylvania Rules of Civil Procedure 1701 et seq., including Rules 1707 and 1714 (https://www.pacodeandbulletin.gov)
8. Allegheny County Department of Court Records, electronic filing (https://dcr.alleghenycounty.us/)

Written by Israr Ahmad, Founder and Legal Content Researcher, AllAboutLawyer.com. This article is general settlement and legal information, not legal advice, and AllAboutLawyer.com is not a law firm. The settlement remains subject to final court approval. Eligibility, payment calculations, deadlines and release terms are governed by the official notice, the settlement agreement and court orders. Always confirm dates and your transaction details with the official settlement website or the administrator.