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Prevail 10 E-Training*: Medical Tab

Prevail User Knowledge Base

Prevail 10 E-Training*: Medical Tab

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The Medical tab contains a list of all medical providers attached to a client in a matter, as well as detailed treatment information. This is also a place you can track medical records being sent and received, and attach the records to a particular entry.

Video Link: Prevail 10 E-Training*: Medical Tab

Instructions

The medical tab is split into 2 sections:

  • Medical Parties: This is a tree which lists all of the medical providers attached to this matter from the Related Parties tree

  • Medical History: Lists treatment corresponding to the provider selected in the Medical Parties Tree.

Note: When you attach a Medical Provider to the matter’s Related Parties Tree, Prevail will automatically open a Medical entry and attach that provider to the medical tab, as such when you add a medical entry from the Medical tab, that provider will automatically attach to the Related Parties Tree on the Matter tab.

Part 1: Attaching Providers to a Matter

There are three different ways to attach a medical provider in Prevail. This section explains these different methods

Option 1: Medical History Section:

  1. Click on the Medical Tab

  2. Click 'Add.'

  3. A blank medical entry will appear.

  4. Next to the Medical Provider field, click ‘Attach’

  5. Type in the name of the medical provider, and hit enter, or click on the binoculars button

  6. Double click the provider, or click attach.

Option 2: Medical Parties Section:

This is a snapshot of the Related Parties Tree. It functions the same way, and allows you to click on the specific provider to see the relevant information.

  1. Click ‘Attach Medical Party’

  2. Follow the steps to attach a medical provider to the Related Parties Tree

    1. For more information, see Prevail 10 E-Training*: Matter Tab - Related Parties Tree

Follow these steps to attach a medical provider from the Matter Tab:

Option 3: Related Parties Tree:

  1. Attach the medical provider to the Related Parties Tree.

    1. For more information, see Prevail 10 E-Training*: Matter Tab - Related Parties Tree

  2. The medical entry for that provider will automatically appear.

Part 2: Filling out a Medical Entry:

Below is a list of fields in a medical entry.

Note: The subject, Medical Provider, and Attach Type are required. All other fields are optional.

Field

Field Description/Instructions

Example/Notes

Field

Field Description/Instructions

Example/Notes

Subject

Description of treatment, such as

Right ankle sprain

Account #

Used if you would like to note the account number this medical bill is being taken from.

12345678

Bill

The amount of the medical bill.

$65.00

Client/Opposition

Use the dropdown to select the client or opposition this entry is referring to.

Defaults to the client if there is only one in the matter.

Medical Provider

  1. Click on the paper clip to the right of the field

  2. Search for the provider

  3. Double click their name or click "Attach."

This field will automate if provider was added through the Related Parties Tree

Specialty

Provider’s specialty

This is determined from the provider’s contact.

Specialties are added from the Databank. For more information, see Prevail 10 E-Training*: Databank

Attach Type

Use the dropdown to select the type of medical provider this entry refers to.

Emergency Room

Defaults to the type of the attached Medical Provider

From Date / To Date

Start and end of treatment.

You may type in exact dates or general timeframes

Record Requested

Select the date medical records were requested.

 

Record Received

Select the date medical records were received.

 

Submitted

Select the date medical records were sent to the required party.

 

Add to Damages/Ledger Cost

Check the appropriate box to post this entry as a damage or a ledger cost.

  1. Check the applicable box

  2. Select a category for the ledger or damage entry

    1. These lists can be customized from the databank. For more information, see Prevail 10 E-Training*: Databank

  3. Pay to the order: If applicable, click attach, and search for the contact to associate with this cost or damage. Double click or click attach.

Notes

Enter any notes in this textbox.

 

Attachments

Attach or scan a file directly into the entry.

 

Part 3: Medical Records Tracking:

How to Update the Medical Tab Once you've Requested Records:

  1. Double click on the appropriate provider's entry on the Medical tab.

  2. Enter the date that you are requesting records in the Records Requested field.

  3. Click 'Save.'

How to enter records that have been received:

  1. Enter the Records Received date

  2. 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)

  3. 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.

  4. 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.

  5. Use the attachment button to attach the records or scan them into the entry.

  6. Click 'Save'.