Add treatment #
1. Go to the case details page of the case and click the “Treatment” tab.
2. Click your office from the list of providers.
3. Click the “Add Treatment” button.
4. Click in the “Date of Visit” field and select one or more patient visit dates.
5. Add applicable CPT codes for the visit(s).
6. Select the Pain Scale rating (1-10) from the dropdown.
7. Enter the Bill to-date. This is the total of charges/fees up to today. It is not necessarily the final bill, unless you’re adding the bill to-date for the patient’s final visit of course. This helps attorneys know where the bill is currently at. If you are adding multiple visits at once, the bill to-date will be applied to the most recent visit.
8. Enter any notes in the last field and click “Submit.” Remember, if you select multiple visits, the info entered into the CPT Codes, Pain Scale Rating and Notes fields will be the same.
Edit treatment #
1. Hover over the visit you want to edit and click the pencil icon.
2. Make the desired changes to the treatment visit and click “Submit.”
Delete treatment #
1. Hover over the visit you want to delete and click the trash icon.
2. Click the “Yes” button.
