Personal Injury Basics
• Comprehensive understanding of personal injury law, including the key elements of negligence, liability, damages, statutes of limitations, etc.
• Understanding the different types of Personal Injury Cases
• Teach effective communication skills when interacting with clients and managing their expectations.
• Guide them through the client’s treatment process
• Provide them with the fundamental principles of medical billing, and insurance coverage, and the impact it has on a client’s case.
• Complete Intake
• Obtain All Insurance Information
• Confirm Facts of Case, Location, Photos
• Was client working?
• Review files for other cases, for example worker’s compensation and how to refer out different claims.
• Treatment Plan, schedule first appointment
• Complete Investigation
• Argue liability with adjuster, establish liability
• Complete property damage for vehicle and any personal property that was damaged
• Schedule Appraisal and Obtain Appraisal
• Complete total loss paperwork
• Make sure values are correct
• Request final Records and Bills
• Review Records and Bills, Update Value Tab and Medical Summary
• Update Demand Tab
• Request permanency letters, scar pics, surgical cost letters
• Send medical bills out to Medpay or PIP and confirm payments are made
• Review liens, dispute charges
• Confirm Balances
• Review Mail
• File transfer
• Drop cases
• Send letters of representation
• Obtain Photos, Scene Information, Work on Investigation with Client and Attorney
• Prepare preservation of evidence
• Prepare presentment letters or petitions if necessary
• Schedule Recorded Statement
• Complete Conflict Waivers
• Obtain Defendant Information from Secretary of State or Tax Assessor
• Obtain building inspector reports
• Schedule 1st appointment, confirm client shows up
• Monthly review calls with client, make sure to build clients medical case, MRI referrals, Ortho’s, Neuro’s etc.
• Request initial records
• Update Medical Summary
• Request loss of wage information
• IME Information
• Review Liens
• Update Demand Tab re MRI status
• If we receive a file transfer prepare to send out
• Mail any contact letters, IME reminders, forbearance letters etc.
• Confirm all medicals are accurate using case notes and health insurance liens.
• Dispute any unrelated lien charges
• Send out confirmation of balance via portals or emails
• Make sure the lien on file is up to date within 60 days
• Confirm Balances
• Obtain Reductions
• Obtain Conditional And Final Medicare Lien
• Request final liens must be within 30 days or we will have to request another before we disburse
• Draft Settlement Sheets
LeeAnn is a results-oriented and strategic leader with an impressive track record in learning and development. Before coming to Rob Levine & Associates, she was with T-Mobile for 14 years. With a comprehensive understanding of training management, she has successfully overseen the needs of 14,000 call center agents and 4,000 leaders worldwide.
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