Medical Management

Medical Chronology Software Built for Plaintiff Law Firms

Organize treatment timelines, medical records, provider contacts, billing, and recovery progress in one centralized medical management workspace.

Build structured medical chronologies that help your team prepare demand packages, evaluate damages, and manage treatment records throughout the case lifecycle.

Johnson v. Metro Transit

Personal Injury · Texas · Case #PI-2025-441

Chronology tab
4
Medical Events
$9,800
Total Billed
1
Records Pending
18
Documents
22 Aug 2025 Emergency Room ✓ Records
St. Mary's Hospital
Cervical strain, lumbar sprain
9 Documents 4 Medical · 5 Billing
$4,200
Gap: 6 days
28 Aug 2025 Orthopedic ⏳ Pending
Dr. Patel Orthopedics
L4-L5 disc herniation
6 Documents 3 Medical · 3 Billing
$3,100
Gap: 12 days
10 Sep 2025 MRI / Radiology ✓ Records
Advanced MRI Center
MRI lumbar spine
3 Documents 2 Medical · 1 Billing
$2,500
4 events · 18 documents $9,800 total billed

Medical Records Should Tell a Story—Not Create More Work

Medical records often arrive from multiple providers, in different formats, and at different times. Without a structured chronology, preparing demand packages and evaluating treatment can become time-consuming.

📁

Scattered Records

Documents stored across folders and email threads.

💸

Missing Context

Bills and records without treatment timelines.

Delayed Requests

Outstanding medical records difficult to track.

Event-Based Timeline

Connect Every Medical Record to the Right Treatment Event

Organize provider records, imaging, bills, referrals, prescriptions, and supporting documentation within a chronological treatment timeline.

Medical Records
Discharge summaries, physician notes, lab reports, imaging results
Billing Documents
Invoices, itemized bills, receipts, insurance EOBs
Imaging & Reports
MRI, CT scan, X-ray, specialist reports — attached to the right visit
St. Mary's Hospital — 22 Aug 2025
Emergency Room · Cervical strain, lumbar sprain
🩺 Medical Documents (4)
Emergency Report
View
Physician Notes
View
MRI — Cervical Spine
View
Discharge Summary
View
💰 Billing Documents (5)
Invoice — $4,200
View
Itemized Bill
View
Receipt
View
Insurance EOB
View
Adjustment Notice
View
Provider Directory

Every Provider in One Place

Stop re-typing the same hospital fax number for the fifth case this month. Save every treating provider once, and reuse contact details, records request methods, and history across every matter they touch.

Centralized provider list
Every treating provider saved per case and across the firm
Provider type tagging
Hospital, orthopedic, imaging, physical therapy, chiropractic, and more
Reusable contact details
Phone, fax, portal login, and preferred request method saved once
Cross-case linking
See every client a provider has treated, in one lookup

Provider Directory — Johnson v. Metro Transit

+ Add provider

St. Mary's Hospital

Emergency Room · (214) 555-0132

✓ Records received

Dr. Patel Orthopedics

Orthopedic · (214) 555-0187

⏳ Records pending

Advanced MRI Center

MRI / Radiology · (214) 555-0221

✓ Records received

Physical Therapy Plus

Physical Therapy · (214) 555-0298

✓ Records received

Pain Management Clinic

Pain Management · (214) 555-0345

📤 Requested — day 4
5 providers on this case 3 firm-wide cases with St. Mary's Hospital
Medical Billing Overview
St. Mary's Hospital
$4,200 Lien
Dr. Patel Orthopedics
$3,100 Pending
Advanced MRI Center
$2,500 Insurance
Physical Therapy Plus
$1,800 Paid
Pain Management Clinic
$900 Adjusted
Total Medical Bills $12,500
Billing Status Tracking

Track Medical Bills Throughout Treatment

Maintain visibility into provider charges, outstanding balances, and medical expenses as treatment progresses.

Pending
Outstanding — not yet resolved
Insurance
Covered by health insurance
Lien
Medical lien attached
Paid
Fully paid out of pocket
Adjusted
Write-down or negotiated reduction
Medical Specials

Calculate Total Damages With Confidence

Every bill you've attached to the chronology rolls up automatically into a single specials figure — broken down the way an adjuster or opposing counsel will want to see it.

Automatic rollup
Every medical bill across every provider totaled in real time
Status breakdown
Paid, insurance-covered, lien, outstanding, and adjusted — tracked separately
Past vs future
Incurred treatment costs shown alongside projected future costs
Demand-ready export
Specials summary drops directly into the demand package

Medical Specials Summary

Johnson v. Metro Transit
$12,500

Total medical specials to date

Paid out of pocket $1,800
Insurance covered $2,500
Medical lien $4,200
Pending / outstanding $3,100
Adjusted / written down $900

$12,500

Incurred to date

$18,000

Projected future cost

Gap Analysis

Identify Treatment Gaps Early

Review treatment timelines to identify periods without documented care so your team can evaluate records before preparing the case.

≤ 14 days Consistent treatment — strong case
15–30 days Moderate gap — document reason
> 30 days Significant gap — flag for review
22 Aug 2025
St. Mary's Hospital
Emergency Room
Gap: 6 days
28 Aug 2025
Dr. Patel Orthopedics
Orthopedic
Gap: 13 days
10 Sep 2025
Advanced MRI Center
MRI / Radiology
Gap: 35 days ⚠
15 Oct 2025
Physical Therapy Plus
Physical Therapy
Gap: 7 days
22 Oct 2025
Pain Management Clinic
Pain Management
Records Management

Track Every Medical Records Request

Monitor request status, received records, pending providers, and outstanding follow-ups from one centralized view.

📤

Records Requested

Log the date records were requested from each provider. See which providers still haven't responded.

📥

Records Received

Mark records as received and track the date. Green badge confirms records are in hand.

⚠️

Pending Alert

Outstanding records requests are flagged across the timeline so your team knows exactly what's missing.

Future Care Planning

Project Future Treatment and Costs

Damages aren't just what's already been billed. Track physician-recommended future care and attach realistic cost estimates while the recommendation is still fresh in the record.

🏥

Recommended Future Treatment

Log physician-recommended surgeries, injections, or ongoing therapy as they're noted during treatment — never rediscovered later from a buried chart note.

💵

Cost Estimates

Attach an estimated cost range to each anticipated treatment, sourced from provider quotes or comparable procedures.

📈

Long-Term Impact Flags

Flag permanent impairment or long-term care findings so they carry through to damages evaluation and demand preparation.

Future treatment log — Johnson v. Metro Transit

L4-L5 microdiscectomy

Dr. Patel Orthopedics

$28,000–$34,000

Recommended

Ongoing physical therapy — 6 months

Physical Therapy Plus

$4,800

In progress

Epidural steroid injection series

Pain Management Clinic

$3,200

Recommended

Total projected future cost $18,000 est.
Demand Package Integration

From Medical Chronology to Demand Preparation

Use organized medical information to support demand package preparation and case review.

What's included

💊
Treatment summaries
Automatically totaled from all treatment events in the chronology
🏥
Provider information
Attached to the specific events they came from
🧾
Medical bills
Linked to the corresponding treatment records
📁
Supporting records
Organized alongside the events they support
Chronology export
Reviewed and confirmed before the demand is generated

Everything in the Medical Module

A complete medical management system built specifically for plaintiff law firms.

Treatment timeline sorted by visit date
Per-event document attachments
Medical vs billing document categories
Document type tagging (MRI, Invoice, EOB, etc.)
Centralized provider directory
Provider type categorization
Reusable provider contact details
Providers linked across multiple cases
Bill amount per visit with status tracking
Billing status (Pending, Paid, Insurance, Lien, Adjusted)
Medical specials rollup summary
Paid vs insurance vs lien breakdown
Gap analysis between treatment visits
Records requested and received tracking
Future treatment recommendations log
Future treatment cost estimates
Next appointment tracking
Diagnosis and treatment notes per visit
Export medical chronology as PDF
Automatic total bills calculation
Integration with demand package
Inline editing for each event
Duplicate visit detection
Secure document storage on Cloudflare R2

Stop Searching for Records. Start Building Better Medical Chronologies.

Centralize treatment records, provider directories, billing, specials, and future cost projections in one structured medical timeline designed for plaintiff law firms.