The SimplifyPI offer and counteroffer feature streamlines negotiation processes between attorneys and providers. Capturing offers and counteroffers directly within the platform eliminates the need for manual record-keeping and promotes efficient communication.
Initiating an Offer
Step 1: Access the relevant case file within SimplifyPI. Navigate to the “Providers” section and select the specific provider involved in the negotiation. Click the “Offer” button.
Step 2: A pop-up window will appear, prompting you to enter the proposed settlement amount. Additionally, include any relevant notes or details for the recipient. Once complete, click “Submit” to finalize the offer. This will be reflected in the “Provider Settlement” section.
Responding with a Counteroffer
Step 3: Identify the offer you want to respond to within the “Provider Settlement” section.
Step 4: Click the red coloured cross mark ‘x’ button (to counteroffer) associated with the offer. A pop-up window will open, allowing you to enter your counteroffer details and any specific notes for the other party. Once completed, click “Submit” to send the counteroffer.
Viewing and Responding to Counteroffers
Step 5: The “Provider Settlement” section will display the offer history, including the original offer and any counteroffers with a counter number (e.g., “Counter 1”).
Note: Notifications are sent to both parties upon receiving an offer or counteroffer. For detailed information on receiving the notification within SimplifyPI, you may go to our article “Managing Notification.”
Accepting or Rejecting Offers: Look for the ‘green tick mark’ to accept an offer or the ‘red cross mark’ to decline and potentially initiate a counteroffer.
