Monitoring Medical Records

The Importance of Monitoring Medical Records

If your law office works in the field of healthcare liens or personal injury law then you probably spend a lot of your time staring down at client’s medical bills. These financial accounting records consist of itemized statements that are associated with either a hospital, clinic, practice, or physician and can relate to a wide range of medical services including: surgeries, physical therapy sessions, office checkups, hospital stays, rehabilitation, and even prescription medication. We have all seen a medical record before; however, a healthcare lien ledger, as many law office staff members refer to it, may be a different monster.

Medical Bills in the Legal Context

Keeping tabs on all of your client’s relevant medical documents can be taxing. To add to the confusion, when a healthcare company asserts their interest in recoveries from its patients by placing a lien, the healthcare company sends the law firm a healthcare lien ledger which is an itemized list detailing all the medical listings that relate to your client’s condition and the expected reimbursement. In most cases, at least a few of the listed medical records are not relevant to the case. This is usually because the healthcare company is unaware of the reason for the medical service that was performed. For example, if a client was involved in an accident on the way home from the chiropractor’s office, the healthcare company may not recognize that the trip to the chiropractor was unrelated to the medical bills stemming from the accident. More often than not, some of the ledger’s listed items do not pertain to the client’s case.

Paralegals Manage the Documents

Typically, a law firm will assign a paralegal to monitor and maintain their medical documents or the healthcare lien ledger. Because medical bills contain a lot of value for a legal argument, the paralegal is required to sort through the ledger’s itemization list and distinguish what bills are relevant to the case and what items are unrelated. Having the right set of eyes that can differentiate between the two is critical to a law firm’s case. These wrongfully listed medical records will be challenged by the law firm and eventually removed from the file. When it’s time to finalize your healthcare lien, you will be thankful that your diligent paralegal closely monitored the ledger to ensure the itemized list is accurate.

If you are interested in learning more about healthcare liens, please feel free to contact our firm.

For more information or to schedule a consultation, please submit our contact request form or call (877) 242-0022.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.


"I have been very impressed by the results achieved by Synergy Lien Resolution Services. They saved my client over $108,000 in reducing a difficult ERISA lien. Their expertise was invaluable and resulted in a very happy client. Best money I ever spent. I wholeheartedly recommend them. You are doing your client a disservice if you don’t hire them to help you with your liens."

Armando Payas, Esq.
Payas Law

"I recently engaged Synergy to assist with a complicated PTD settlement involving a substantial Medicare Set Aside. The claimant’s wife has been providing full time attendant care which is not Medicare covered. The Synergy nurse was able to do a full analysis of non-Medicare covered expenses which far exceeded the value of the MSA analysis performed by the carrier’s contracted MSA provider. The non- Medicare figures became the main focus of the settlement negotiations and more than doubled the value of the case. Although I could estimate the attendant care figures, the nurse added in other items that I would not have routinely considered. I also asked Synergy to evaluate the EC’s MSA as well as their prescription review. Synergy offered insight about the prescription donut hole which I did not have a clear understanding about. Again, their insight and information added a great deal of value to the overall settlement. Not only did I learn from Synergy but was able to educate my clients in the process. These are very complex and complicated areas; I will use Synergy again and again!"

Rosemary Eure
Lancaster & Eure

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