This How-to covers requesting the initial set of records from a provider to update a provider’s entry on the Medical tab.
\uD83D\uDCD8 Instructions
Double-click on the appropriate provider’s entry on the Medical tab.
Make sure the Subject, Form, and To dates fields are complete.
In the Records Requested field, enter the date that you are requesting records.
Click ‘Save’.
When you receive the initial set of records, follow these steps to input the appropriate information.
enter the Records Received date.
Update the From Date and To Date if necessary.
Make sure these are in the format of YYYY/MM/DD
If you paid for the records, enter the amount you paid in the Bill field, check the ‘Add to Costs box’ choose a Cost Category.
If your client had to pay any amount to this provider, you may enter that amount in the Bill field, check the "Add to Damages" box, and choose a Damages Category.
Note: : You can create either a Cost entry or a Damage entry from the Medical entry, but not both at the same time. Most firms create the Damage entry, and then use the ‘Link’ button to create the Cost entry.
Enter a summary of the records in the 'Notes' field.
To attach scanned medical records
Click the Attachments button in the lower left corner of the window.
browse to the file.
Double-click on it OR click open.
Note: If you have a TWAIN driver installed for your scanner, you may scan the records into Prevail by clicking on the Attachments button drop-down, and choosing Scan Document. Upon completion of the scan, the scanned image will be saved and linked to this Medical detail entry.
Click ‘Save’
\uD83D\uDCCB Related articles
Requesting an Updated Set of Records from a Medical Provider