This guide provides a straightforward process for adding medical expenses in the LawAccounting/CaseQube system, ensuring accurate tracking of costs associated with personal injury cases. By following the steps outlined, users can efficiently input and manage medical expenses, including original and negotiated amounts, which is crucial for case management and financial accuracy. Viewing this guide will streamline your workflow and enhance your understanding of the system's functionalities.
1. Step 1: Access Personal Injury Medicals Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter Tab
- Select the Matter that you are using
- Navigate to Medical Screen
- Click More
- Click Medical
/>
2. Step 2: Adding a Medical Expense
- Click New
- Fill in New Medical Sheet
- Medical Holder: Use the drop-down arrow to select or add the name of the medical provider or medical lien holder.
- Matter: Automatically populates with the name of the matter associated with the case.
- Original Amount: The total amount originally billed by the medical provider before any reductions or negotiations.
- Negotiated Amount: The final agreed-upon amount to be paid to the medical provider after negotiations or adjustments.
- Acct #: The account or reference number assigned by the medical provider for the bill.
- When Finished Click Save. Screen will refresh with added medical expense.
/>