Document everything, consistently
Visit notes, plans of care and test results should support each charge. Attorneys and insurers scrutinize medical bills, and consistent documentation is your best defense when they do.
Bill promptly and itemize
Send itemized bills to the attorney on a regular schedule, and keep a record of when and how they were sent. Prompt, clear billing keeps the case file current.
Keep agreements on file
Store each signed letter of protection or lien with the patient’s account, and keep the attorney’s current contact details. Missing paperwork causes avoidable delay at settlement.
Stay in touch with the attorney
- Check in periodically on case status
- Confirm the attorney has your latest bills and records
- Know who to call when the case settles
- Respond quickly to requests for records
Track balances by case and firm
A practice that knows what it is owed, by whom and for which case, can plan its cash flow and answer any funder’s questions quickly. Learn more about preparing receivables for funding.
This page is general information, not legal, tax or financial advice. Any funding is subject to review and a written agreement.