Medical Overview

The Medical tab is built around the provider — every doctor, clinic, and hospital that treated your client. Each provider holds its own bills and records, and the case’s medical specials total up from there. When a case has more than one client, a switcher at the top filters everything to the claimant you’re looking at.

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The Provider List

Providers are listed with their record status, total billed, and outstanding balance. A Lien badge appears when any of a provider’s bills are on a lien. At the top sit two actions — Generate blank HIPAA, which downloads a blank authorization, and + Add Provider. A totals footer — Medical Specials — sums the case’s billed, paid, and balance, plus a future-care estimate when you’ve recorded one. This is the number that becomes your damages.

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Adding a Provider

A provider can exist with no bills yet — useful when records arrive before any billing. You can only delete a provider once its bills are removed.

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Two Levels: the Spine and the Workspace

The Medical tab shows every provider at a glance and lets you expand one to peek at its bills. For real work on a provider — adding bills, recording payments, negotiating reductions, chasing records — you open its full provider workspace (covered next). Think of the spine as the index and the workspace as the desk.

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A Note on Liens

Case-level liens don’t live here anymore — they live on the Settlement tab, where they feed the disbursement waterfall. A Manage liens button takes you there. The only lien setting on Medical is the per-bill “on lien” flag.