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The Medical tab on a PI case is built around the provider — the doctor, clinic, or hospital that treated your client. Each provider holds its own records and bills, and the case totals roll up from there.
The Medical Providers tab

The Medical tab — providers, with record counts, billed amounts, and balances

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At a Glance

Provider-Centered

Each provider holds its own records and bills.

Bills

Dates, amounts, liens, and a calculated balance per bill.

Records

Attach to a provider, a bill, or both, and track requests.

Medical Specials

Billed, paid, and balance totals roll up for the case.

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The Medical Tab

The tab is headed Medical Providers and lists each provider with its record count, amount billed, and outstanding balance. Expand a provider to see its bills and its attached records. A footer at the bottom totals the case’s medical specials — billed, paid, and balance, plus an estimate of future care when present.

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Adding a Provider

Open the provider form

Click + Add Provider. A provider is an organization, so you search your medical facilities — typing a new name creates one.

Record the provider's details

Enter its specialty, NPI, a standard reduction percentage, notes, and contact details. A provider can exist with no bills yet — useful when records arrive before any billing does.
You can only remove a provider that has no bills attached.
A medical provider detail page

A provider's detail page — its bills and records in one place

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Bills

For each bill you record the dates of service, the amount billed, insurance paid, any adjustment, and the resulting balance (calculated for you). Every bill feeds the case’s medical specials totals.
You can also track lien details — whether the bill is on a lien, the lien amount, and an agreed payoff — along with a status such as pending, verified, reduced, or paid.

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Records

Medical records can attach to a provider (shown under that provider’s records) or to a specific bill, or both. To add one, use the attach-or-upload option — pull in a document already on the case, or upload a new one, which defaults to the “Medical Records” category.
The app also tracks the status of records requests per provider, from not-yet-sent through received and uploaded, so you can see what is still outstanding.