1. Know your numbers by case
List your open personal injury accounts with the patient’s case, the attorney or firm, the billed amount and the date of service. A simple spreadsheet is enough. Keep patient health information out of anything you email or post online, and follow your own privacy obligations.
2. Confirm what supports each balance
For each account, check you can show:
- A signed letter of protection, lien or other agreement
- Attorney contact information
- Evidence the attorney has received your bills and records
3. Make sure treatment is documented
Visit notes, plans of care and itemized billing should line up. Gaps between what was done and what was billed are the first thing a reviewer will notice.
4. Check case status
Where possible, know the current status of each case and when you last heard from the attorney. Regular check-ins make this easy to maintain.
5. Decide what you need
Think about what you want funding to do for the practice. A clear goal helps when you talk to a funder.
Ready to talk?
Send a short request through our contact form. We will tell you what is needed and how to send it. Please do not send patient health information through this website.
This page is general information, not legal, tax or financial advice. Any funding is subject to review and a written agreement.