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Medical Record / Billing Updates

Overview​

Medical Record/Claim Updates appear in the Activity feed when a new document has been added to the case and is ready for you to download or view. Typical documents include medical reports, claim forms, and billing artifacts.

Medical Record / Claim Updates

What each card shows​

  • Title: "Medical Record Updates".
  • Message: Indicates a new document related to Medical Records or Claim was added.
  • Document name: The file name (e.g., Sample filled Claim Form.pdf).
  • Actions: "Download" and "View" buttons.
  • Timestamp badge: Relative time since the document was added (e.g., "1 week ago").

Behavior​

  • Trigger: A new document is uploaded to the case and becomes available to you.
  • Availability: Items appear only for cases you can access and remain in history for auditability.

How to use it​

  1. Click View to quickly preview the document, or Download to save a copy.
  2. File names reflect the uploaded source; rename locally as needed for your records.
  3. Return to the case documents area for the full library if you need additional files.

Tips​

  • Search: Filter by file name keywords shown on the card to find specific documents.
  • Security: Documents may contain PHI; handle and store according to your firm’s policies.

Troubleshooting​

  • Buttons not responding? Refresh the page and try again. If the issue persists, verify your case access.
  • Document missing? It may have been moved or replaced—check the case’s Documents section.