Planned digital products for PI firm staff, built from the same workflows behind our resource guides. Pricing and checkout are coming soon.
PRICE_TBD
A step-by-step checklist from intake to attorney sign-off: liability exhibits, treatment chronology, specials reconciliation, liens, California §999.1 time-limited demand elements, and final QC.
Buy: Demand Package Checklist (opens secure Stripe checkout)PRICE_TBD
Editable request letters for records and itemized bills, with HIPAA access and authorization variants, Nevada NRS 629.061/629.062 fee language, and 10/30/60-day follow-up scripts.
Buy: HIPAA Medical Records Request Letter Pack (opens secure Stripe checkout)PRICE_TBD
A structured intake form capturing incident facts, all coverage (health, Medicare/Medicaid, MedPay), providers, prior claims, employment and limitations data.
Buy: PI Client Intake Form (opens secure Stripe checkout)PRICE_TBD
Track hospital, Medicare, Medicaid, health plan and LOP liens per case: notice dates, balances, reductions requested and final amounts for the closing statement.
Buy: Lien Tracking Spreadsheet (opens secure Stripe checkout)PRICE_TBD
Standard operating procedures for PI case managers: new-file setup, treatment check-ins, records cadence, lien workflow, demand handoff and file closing.
Buy: Case Manager SOP Manual (opens secure Stripe checkout)PRICE_TBD
Reporting checklist, proof-of-representation cover letter, CPL dispute tracker and final-demand calendar, aligned to CMS BCRC published steps.
Buy: Medicare Conditional Payment Workflow Kit (opens secure Stripe checkout)Want a template customized to your firm or CMS? Tell us what you need.
Tell us what is stuck: intake, records, liens, demands or e-filing. We will reply with how we can help.
