Medical Providers- Prior

Owned by SmartAdvocate Training Team

Last updated: May 29, 2024 by Michael DeCapua

5 min read

About Medical Providers - Prior

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

View 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.
Select the arrow to reveal ADD VISIT, ADD NEW BILL, and ADD PAYMENT/ADJUSTMENT.

ADD MEDICAL PROVIDER

Select ADD MEDICAL PROVIDER.
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.

ADD VISIT

Select ADD VISIT.
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.

ADD NEW BILL

Select ADD NEW BILL.
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.

ADD PAYMENT/ADJUSTMENT

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

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

Related Pages

Medical Providers

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.