There are a variety of helpful reports that help you manage Personal Injury matters. Below are some helpful reports to review.
Lead Insights
The Lead Insights report in Firm Insights takes the referral source of your matter and information found in the New Business Insights report to further to understand which referrers are driving clients to your practice.
Use this report to better understand what referral resources or particular people help get clients walking through your door. This report can help you understand where to spend money on advertising, marketing, etc.
Note: Only users designated as firm owners can view Firm Insights. Learn more about using Firm Insights.
Personal Injury - Plaintiff Reports within the Medicals and Settlements Details
There are a variety of reports that are created from information entered in the Medicals & Settlement Details layout:
- Documents Requested Report: documents requested dates and received dates organized by medical provider.
- Medical Provider Summary Report: medical provider, dates of service, and total amount billed.
- Medical Provider Summary Report (incl. contact information): medical provider, address of provider, dates of service, and total amount billed.
- Medical Provider Summary Report - Chronological: Medical provider, dates of service, and total amount billed arranged by dates of service.
- Medical Provider Outstanding Amounts Report: medical provider, dates of service, amount billed, and balance due.
- Medical Provider Invoice Line Items Report: detail of invoice line items entered separated by medical provider. Includes dates of service, invoice description, initial amount, insurance adjustment and final invoice amount.
- Medical Provider Invoice Line Items Report - Chronological: detail of invoice line items entered for all medical providers, ordered by service start date. Includes which provider, dates of service, invoice description, initial amount, insurance adjustment and final invoice amount.
- Medical Provider Invoice Line Items Report with Payors: detail of invoice line items entered separated by medical provider. Includes dates of service, invoice description, initial amount, insurance adjustment, final invoice amount, payors, amount paid and balance due.
- Medical Provider Invoice Line Items Report with Payors - Chronological: detail of invoice line items entered for all medical providers, ordered by service start date. Includes which provider, dates of service, invoice description, initial amount, insurance adjustment, final invoice amount, payors, amount paid and balance due.
- Medical Lienholder Summary Report: summary information about medical payor and medical provider lienholders, including total claim, lien asserted, and the final amount that you have negotiated
- Lienholder Summary Report: summary information about medical payor, medical provider, and other lienholders, including total claim, lien asserted, and the final amount that you have negotiated.
- Lienholder and Balances without Liens Report: Summary report with lienholders both medical and other, as well as others with balances that have not yet asserted a lien. Lien portions include total claim, lien asserted, and the final amount that you have negotiated. Balances include balance due and final amount that you have negotiated.
- Settlement Statement Report: this is a report to show you the current working Settlement statement. This is not meant to be shared with the client. Please use the Settlement Statement template in the Forms and Templates library for client signatures.
Other Reports
- Statute of Limitations Report - Generate a report for all Statute of Limitations dates over a period of time.