Top Notch’s comprehensive 13-week training program for legal case managers will train professionals on all aspects of managing a legal case, including the following:

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.

New 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

Demand Prep
• 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

All Phases
• 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.

Demand Stage
• 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

Meet LeeAnn

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.

Find out more about our TopNotch team.

Contact Us to Find Out More

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