Attorney #
Request Records/Bills: #
Instantly request medical records/bills with one click.
1. Navigate to the desired case #
2. Scroll down to the “Documents” section #
3. Now click on “Request Records/Bills” #
4. Specify and Submit:
Upon clicking on “Request Records/Bills”, you will be prompted to specify and further include relevant notes for the receiver/provider. Once the request has been submitted the provider will instantly be notified on their end.
Review Bills/Records Requested
Each request is stored for later referencing. You can view requests already sent by navigating to the “Bills/Records Requested” section located towards the left side of the screen given the main navigation options.
Provider #
Following-Up with Request:
For health/medical providers. Once Records/Bills have been requested, you will be promptly notified and can better follow up by accessing the request details. To view pending/completed requests, navigate to the “Bills/Records Requested” section located towards the left-side of the screen given the main navigation options.
1. Sending Records/Bills: #
2. Simply head into the desired case account #
3. Scroll down to the “Documents” section #
4. Now click on “Send Records/Bills” given the relevant provider. #
5. Once submitted, the Law Firm attached to the case will instantly receive the relevant bills/records. #
