Using the Medical Tab and Medical Reports

How to REALLY use the TrialWorks Medical Tab.

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Click the ‘Yellow Plus Sign’ to make a request to a provider for Medical Records.

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The ‘Add Medical Visit’ window will appear.

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Be as thorough as possible when entering data in the designated fields. All data can be pulled into multiple TrialWorks reports to automate the creation of a Chronology or List of Specials.

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Health Care Provider: Use the drop-down to select the Health Care Provider to request records for.
Date of Treatment & End Date: Enter dates of treatment.
Amount Billed: Total amount billed by the provider.
Category: Select the category of records.
Insurance: Select the Insurance Company that has paid the bill.
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Use the ‘Amount Paid’ field to document multiple payments made towards the total bill.  Double click in the ‘Amount Paid’ field to add multiple entries.
Payer:  Select the individual or company making payments to the Health Care Provider.
Amount: Enter amount paid
Date: Enter the date of the payment.
Notes: Enter details of the payment.
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After you receive your Medical Records, fill in the remaining fields.
 
Author: This will default to your TrialWorks Author. Use the dropdown to select another user.
Date Sent: Select the date you sent the request to the provider.
Date Rcv’d: Choose the date you receive the Medical Records.
Diagnosis Description: Type the details of the medical visit.
Treatment Description: Enter the specifics of the treatment received.
Notes: Additional notes.
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Mark other relevant medical information along the bottom of the window using the checkboxes. Close the Door to save the entry.
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Use the Medical Reports to automate Chronologies or see a Report of Health Care Providers and Total Damages. Click the ‘Meds Report’ button at the bottom of the Medicals Tab.
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Use the checkbox to ‘Include Payment Breakdown’ and select ‘Detail’ to generate a list of all Health Care Providers and include the detailed payments breakdown.
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You can choose to Email, Export to PDF, Word, or Excel, or Print right from the
Print Preview Screen.
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