Medical Providers

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

Structure of This Page

Medical Providers Table

The medical providers table lists information for all medical providers associated with the case. 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
Comments associated with this medical provider

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
Comments associated with this medical provider

Medical Visits Sub-Table

The medical visits sub-table lists information for all medical visits associated with this medical provider. The information included in this table includes:

First date of service associated with this medical visit
Last date of service associated with this medical visit
Type of medical visit
Medical complaints associated with this medical visit
Medical diagnosis associated with this medical visit
Medical treatment plan associated with this medical visit
Comments associated with this medical visit
Additional description of this medical visit

Adding a Medical Visit

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

First date of service associated with this medical visit
Last date of service associated with this medical visit
Type of medical visit
Result of this medical visit
Medical complaints associated with this medical visit
Medical diagnosis associated with this medical visit
Medical treatment plan associated with this medical visit
Comments associated with this medical visit
Attorney’s notes associated with this medical visit
Additional description of this medical visit

Medical Bills Sub-Table

The medical bill sub-table lists information for all medical bills associated with this medical provider. The information included in this table includes:

Visit/Comments: Lists visit information associated with this medical bill
Medical bill number
Billing account number
Amount of bill
Negotiated amount of bill
Date bill was submitted
First date of service associated with this medical bill
Last date of service associated with this medical bill
Balance of this medical bill

Adding a Medical Bill

By clicking the Add New Bill button, the following information can be indicated:

Selection of medical visit associated with this medical bill
Medical bill number
Billing account number
Amount of bill
Negotiated amount of bill
First date of service associated with this medical bill
Last date of service associated with this medical bill
Date bill was submitted
Comments associated with this medical bill

Payment/Adjustment Sub-Table

The payment/adjustment sub-table lists information for all medical payments and adjustments associated with this medical provider. The information included in this table includes:

Information regarding the medical bill associated with this medical payment/adjustment
Date claim was submitted
Date payment/adjustment was made
Payee
Collateral source of medical payment/adjustment
Amount of payment/adjustment
Indication of adjustment
Comments associated with this medical payment/adjustment

Adding a Medical Payment/Adjustment

By clicking the Add Payment/Adjustment button, the following information can be indicated:

Selection of medical bill associated with this medical payment/adjustment
Collateral source of medical payment/adjustment
Date claim was submitted
Date payment/adjustment was made
Payee
Amount of payment/adjustment
Indication of adjustment
Comments associated with this medical payment/adjustment

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

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