The full-screen view of a single provider — bills, notes, and deep work.
The provider workspace
Opening a provider from the spine takes you to its workspace — a full screen showing everything about that provider’s treatment of your client. Unlike the quick expand on the Medical tab, this is where the real work happens.
At the top is the provider’s identity — name, specialty, and NPI — with badges showing whether any bill is on a lien, the negotiation status across its bills, and the records status. Three stat cards summarize the provider’s Billed, Paid, and Balance. An Edit Provider button opens the provider details, and a switcher lets you jump to another provider without going back to the spine.
Near the top sits this provider’s Records Requests tracker — the single place to request and chase records for this provider. It’s covered in full on the Records & Requests page.
Below that is the Bills panel, with a + Add Bill button. Each bill shows as a collapsed card with its dates of service, status, a records and payments summary, and the billed and balance figures. Expand a bill to reveal its linked records, its negotiation moves, and its payments — all covered on the Bills, Payments & Negotiations page.
At the bottom is a notes field for anything specific to this provider on this case — saved with a Save Notes button, and always available even before any bills exist.
