Case Notes

To add Case Notes, please go to Cases>Select Case Page

Once you have entered the Individual Case Page, you can select either:

• New Note from the menu section 
• Add New Notes/Files under the Notes & Files section 

Either selection will bring up the Case Note section, which includes the following:

• Category or Case Note Types
  • Lien Document
  • Physician CV
  • Study Type
  • Clinical History
  • 1st Party Insurance (PLAINTIFF) 
  • 3rd Party Insurance (PLAINTIFF) 
  • Defendant Identification 
  • 1st Party Insurance (DEFENDANT) 
  • 3rd Party Insurance (DEFENDANT)
  • Police Report 
  • Explanation of Benefits (EOB)
  • Medical Bills & Reports 
  • Injury Photo 
  • Accident Photo 
  • Case Document 
  • Initial Accident Evaluation 
  • Letter of Assignment 
  • Provider Contract 
  • Full Case File 
  • Patient Contact 
  • General 
  • Invoice
• Notes
• Reminder Date
• Document Upload

Select Save to complete the Case Note