Page Comparison

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To view an instructional video of these steps, click the link below.

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Instructions

The Medical tab contains a list of all medical providers attached to a client in a matter, as well as detailed treatment information.

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Enter the Records Received date
If necessary, update the From Date and To Date.
Note: Because the From Date and To Date fields are text fields, if you want to be able to sort your medical records entries in chronological order using either of those fields, enter the actual dates of service in the format, (Year/Month/Date)
If you had to pay for the copies of the records, enter the amount you paid in the Bill field, check the Add to Costs box, and 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.
Use the attachment button to attach the records or scan them into the entry.
Click 'Save'.

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