Medicals & Settlement Details

To efficiently track medical providers, invoices, liens, and balances for Personal Injury matters, you can use the Medicals & Settlement Details section in LiraDocs. This section integrates all essential information to streamline settlement tracking, medical document management, and lien processing.

Medicals Tab Overview

1. Tracking Medical Providers:
   • Add Providers: Click “Add another provider” to enter new medical providers.
   • Automatic Data Population: Service Start/End Dates, Invoice Amounts, and Balances are auto-filled from invoices entered below.
   • Override Information: Check the box on the right to manually override fields like start dates or balance amounts.
2. Document Requests:
   • Track Requests: Select a medical provider to view and track document requests.
   • Add Notes: Add notes to each request for easier tracking and follow-up.
   • Outstanding Requests: Use the PI & WC – Global Document Request Report to see which records are still outstanding.
   • Medical Records Request Widget: Display only outstanding records for cases assigned to you as the responsible attorney.
3. Invoices:
   • Add Invoices: Select a medical provider to view or add invoices.
   • Adjustment Tracking: Adjustments made between the provider and insurance company can be tracked in the Adjustment section.
   • Multiple Payors: Right-click and select “Add Payor” to include more payors for the medical provider.

Liens & Balances Tab Overview

1. Tracking Medical Liens:
   • Lien Assertions: The system automatically tracks lien holders based on the medical providers entered.
   • Final Amounts: Manually enter both the lien amount and the final negotiated amount to reflect the accurate financial situation.
   • Settlement Impact: These amounts contribute to generating a Settlement Statement.
2. Other Liens & Balances:
   • Track other outstanding balances or liens that are not related to medical providers, such as child support or loans owed by the client.

Reports Available

Various reports are available for tracking and organizing Medicals & Settlement Details:

1. Medical Provider Summary Reports:
   • Basic Summary: Medical provider, dates of service, and total amount billed.
   • With Contact Info: Includes provider address and billing details.
   • Chronological Summary: Arranged by dates of service for an organized timeline.
2. Medical Provider Invoice Line Item Reports:
   • Detailed invoice breakdowns including the description, initial amounts, insurance adjustments, final amounts, and payors.
3. Lienholder Summary Reports:
   • Summary of lienholders (medical and other), including claims, asserted liens, and negotiated final amounts.
   • Lienholder and Balances Report: Details lienholders and those with balances but no asserted liens.
4. Settlement Statement Report:
   • Current Settlement: A report that reflects your current working settlement.
   • Client Version: Use the Settlement Statement template in the Forms and Templates library for client signatures.

Settlement Statement Details

1. Enter Settlement Data:
   • Projected & Actual Settlement Amounts: Record these amounts for tracking.
   • Projected Settlement Date: Specify the target settlement date.
   • Attorney’s Fees & Costs: Input these values for clarity.
2. Customization:
   • Right-click to add custom line items, text, or separators.
   • Use Standard Items to modify the default items on the Settlement Statement.
   • Customize display settings for Firm Fee Type, Attorney’s Cost Type, and Medicals Type.

Key Features for Efficiency

• Track Everything in One Place: All relevant financial data for medical providers, liens, and settlement details are gathered in one spot.
• Customizable Reports: Generate reports based on your specific needs for better financial analysis and settlement planning.
• Settlement Generation: Seamlessly generate settlement statements with accurate data based on medical invoices and lien amounts.