Medical Requests Report

The Medical Requests Report shows all the requested, but not yet received billing or record requests. Sort by the requested date or filter on a specific provider to identify records to follow up on. This report is powered by marking records or bills as requested on the Medical Treatment Tab of a case. 

• Filter by case status to see unrequested records and bills. (Please keep in mind the date range will not affect the unrequested filter)

• Filter by the dates, case type, case status, case status category, case manager, lead attorney, specialty, treatment status, and/or request type. 

• Search for a provider with the search bar. 

• Click on the dropdown menu next to the request to edit assignments, add note, or add task. 

• Sort by a column by clicking on the arrows next to the column heading. 

• This is a permission-based report, if you do not have access please contact your firm administrator.