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The Medical Providers- Prior screen allows for the viewing and recording of all prior medical providers, medical visits, in the case. This page also provides the opportunity to generate and track medical record requests from prior providers

Structure of this Page

Medical Providers Table

The medical providers table lists information for all prior medical providers. The information included in this table includes:

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Name of plaintiff associated with this medical provider
Name of medical provider/facility
Name of individual medical provider
First date of service associated with this medical provider
Last date of service associated with this medical provider
Indication that treatment with this medical provider has ended
Total amount of medical bills for this medical provider
Total amount of medical payments recorded for this medical provider
Total amount of medical adjustments recorded for this medical provider
Balance of medical bills for this medical provider
Indication that medical bills for this provider have been finalized
Any document related to this provider
Comments associated with this medical provider
Action button edit or delete

Adding a Medical Provider

By clicking the Add Medical Provider button, the following information can be indicated:

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Name of plaintiff associated with this medical provider
Name of medical provider/facility
First date of service associated with this medical provider
Name of individual medical provider
Last date of service associated with this medical provider
Indication that treatment with this medical provider has ended
Indication that treating medical provider will testify in this case
Medical provider’s chart or medical record file number
Indication that treating medical provider will serve as an expert in this case
Total number of treatment visits for this medical provider
Date client was referred to this medical provider
Indication that client was referred to this medical provider
General status of medical records for this medical provider
Indication that medical bills for this provider have been finalized
Indication that medical bills for this provider should not be paid at settlement of this case
Indication of Letter of Protection associated with this medical provider
Date of last record update
Custom Field
Comments associated with this medical provider

Medical Requests Table

The medical requests table lists information for all medical record requests associated with this case. The information included in this table includes:

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Name of plaintiff associated with this medical record request
Name of medical provider associated with this medical record request
Date of medical record request
Staff member making the medical record request
First date of service associated with this medical record request
Last date of service associated with this medical record request
Information about this medical record request: lists type of medical record requests, dates of service covered by this medical record request, and staff member assigned to follow up on this request
Staff member assigned to follow up on this request
Date request was completed
Status of the request
Date associated with the status of the request
Date of next follow up on request
Check box to only see active request

Adding a Medical Request

By clicking the Add Medical Request button, the following information can be indicated:

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Name of plaintiff associated with this medical record request

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Name of medical provider associated with this medical record request

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Date of medical record request

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Staff member assigned to follow up on this request

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First date of service associated with this medical record request

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Indication that the request is to cover all dates of service

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Last date of service associated with this medical record request

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Indication that the request is to cover all dates between the first date of service through the date of the request

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Date of next follow up on request

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Type of medical record request

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Priority level of medical record request

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Status of the request

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Date associated with the status of the request

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Staff member making the medical record request

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Any comments regarding request

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The Medical Providers - Prior page allows viewing and adding Medical Providers - Prior.

To add new Medical Providers - Prior:

View previously entered Medical Providers - Prior.
To Export the list, select from the options .xls or report.
To Edit Provider, Add Bill, Add Payment/Adjustment, Add Medical Request, Add Visit, Add Note, Delete Provider, Move to Medical Providers, Copy Total Bill to Liens, Copy All Bills to Liens, Copy Total Bill to Costs/Expenses, Copy All Bills to Costs/Expenses, Select Documents, or Attach Documents, select the Action icon .
To Show/Hide Columns, Reset Layout, Save Layout, turn on/off Auto Save, or choose between Resize Mode Control and Resize Mode Next Column, select the Layout button.
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Select the arrow to reveal the Payment/Adjustment section.
View previously entered Visits.
Select ADD VISIT.
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Enter the Start Date.
Enter the End Date.
Select the Visit Type from the dropdown menu.
Select the Visit Result from the dropdown menu.
Enter the Complaint.
Enter the Diagnosis.
Enter the Treatment Plan.
Enter any relevant Comments.
Enter the Attorney Notes.
Enter a Description.
ATTACH allows you to add files from your computer.
SELECT allows you to search from within SmartAdvocate.
Select SAVE or SAVE & ADD TASK to add Visit information.
Otherwise, select CANCEL to return to the previous screen.
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View previously entered Bills.
Select ADD NEW BILL.
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Select the Associated Medical Visit from the dropdown menu.
Enter the Bill #.
Enter the Account #.
Enter the Bill Amount.
Enter the Negotiated Bill Amount.
Enter the Date From.
Enter the Date To.
Enter the Submit Date.
Enter the Paid by Client amount.
Enter the Paid by Insurance amount.
Enter the Paid by PIP amount.
Enter the Written off amount.
Enter the Original Bill amount.
View the Balance.
Enter the Negotiated Balance Amount.
Enter any relevant Comments.
Select SAVE to add Bill information.
Otherwise, select CANCEL to return to the previous screen.
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View previously entered Payment/Adjustments.
Select ADD PAYMENT/ADJUSTMENT.
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Select the Associated Medical Bill from the dropdown.
Select the Collateral from the dropdown.
Enter the Claim Submitted Date.
Enter the Paid/Adjusted Date.
Enter the Paid/Adjusted By date.
Enter the Amount.
If applicable, place a checkmark in the Adjustment checkbox.
Enter any relevant Comments.
Select SAVE to add Payment/Adjustment information.
Otherwise, select CANCEL to return to the previous screen.
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View previously entered Medical Requests.
Select ADD MEDICAL REQUEST.
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Select the Plaintiff from the dropdown menu.
Select the Provider from the dropdown menu.
Enter the Request Date.
Select the Assigned To. If applicable, place a checkmark in the Send Email checkbox.
Enter the From date.
If applicable, place a checkmark in the Select all dates checkbox.
Select the To date.
If applicable, place a checkmark in the Until Today checkbox.
If applicable, place a checkmark in the Order Affidavit checkbox.
Select the FollowUp Date.
Select the Record Type from the dropdown menu.
Select the Priority.
Select the Status.
Select the Status Date.
Select the Requested By from the dropdown menu.
Enter any relevant Comments.
Enter any Provider Notes.
Enter any Retrieval Provider Notes.
ATTACH allows you to add files from your computer.
SELECT allows you to search from within SmartAdvocate.
Select SAVE & SEND TO RETRIEVAL, SAVE & GENERATE, or SAVE to add Medical Request information.
Otherwise, select CANCEL to return to the previous screen.
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Select ADD MEDICAL PROVIDER.
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Select the Plaintiff from the dropdown menu.
Select the Provider from the dropdown menu.
Enter the Start Date.
Select the Individual from the dropdown menu.
Enter the End Date.
If applicable, place a checkmark in the Treatment ended check box.
Select who Will Testify from the dropdown menu.
Enter the Hospital Chart/File #.
If applicable, place a checkmark in the Expert check box.
Enter the Total Visits.
Enter the Referred Date.
If applicable, place a checkmark in the Is Referred check box.
Select the Medical Records from the dropdown menu.
If applicable, place a checkmark in the Bills Finalized check box.
If applicable, place a checkmark in the Don’t Pay at Settlement check box.
If applicable, place a checkmark in the LOP check box.
If there are Custom Fields, add this information here.
Enter any relevant Comments.
ATTACH allows you to add files from your computer.
SELECT allows you to search from within SmartAdvocate.
Select SAVE to add Medical Provider information.
Otherwise, select CANCEL to return to the previous screen.
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