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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:
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:
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:
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:
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 assigned to follow up on this request
First date of service associated with this medical record request
Indication that the request is to cover all dates of service
Last date of service associated with this medical record request
Indication that the request is to cover all dates between the first date of service through the date of the request
Date of next follow up on request
Type of medical record request
Priority level of medical record request
Status of the request
Date associated with the status of the request
Staff member making the medical record request
Any comments regarding request
Notes from providers