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View previously entered Payment/Adjustment information.
Select ADD PAYMENT/ADJUSTMENT.
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.
ADD MEDICAL REQUEST
View previously entered Medical Requests.
Select ADD MEDICAL REQUEST.
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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