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Attorney Portal Dashboard

The Attorney Portal Dashboard provides a comprehensive interface for managing legal cases within the Pacific Crest Healthcare (PCH) ecosystem. This MedLegal platform serves as a central hub for attorneys and case managers to track patients and their personal injury legal cases, manage healthcare provider liens, and monitor medical expenses against available insurance policies. This platform is built on the Case Clinical platform. All medical related information will be stored in the Case Clinical platform and be provided to the Attorney via our integrations with Litify, CasePeer, Filevine, Clio and other third party applications. If the Attorney does not have a Case Management system, they can still use this portal to provide details to PCH and track the status of their cases. All medical records, scheduling, and billing will be handled by Case Clinical.

Attorney Portal Dashboard

Platform Purpose​

The Attorney Portal is designed to:

  • Facilitate patient enrollment in the Pacific Crest Healthcare Independent Provider Association (IPA)
  • Manage consolidated liens for all in-network medical services (visits, treatments, procedures)
  • Track out-of-network liens to ensure medical expenses don't exceed available insurance coverage
  • Provide comprehensive case management tools for attorneys and case managers
  • Streamline the medical-legal workflow for personal injury cases

Primary Feature​

Apply for PCH​

The Apply for PCH feature is the cornerstone of the Attorney Portal. This functionality allows attorneys to:

  • Enroll patients in the Pacific Crest Healthcare Independent Provider Association
  • Establish a single consolidated lien for all in-network medical services
  • Streamline medical billing and payment processes
  • Ensure coordinated care within the PCH network
  • Maximize available insurance benefits for patient treatment

Additional Dashboard Features​

The dashboard is designed to provide quick access to:

  • Case Summary Statistics: View total active cases, recently updated cases, and cases requiring attention
  • Upcoming Deadlines: Track important dates and deadlines for all active cases
  • Recent Activity: Monitor recent changes and updates across your caseload
  • Quick Actions: Access frequently used tools and functions with a single click
  • Notifications: Stay informed about important updates and system alerts

Dashboard Components​

Case Management​

Calendar & Appointments​

Case Analytics​

Partner Network​

Casino Rewards Program​

Information & Updates​

From the dashboard, users can:

  1. Navigate to individual case details by selecting a case from the list
  2. Access administrative functions through the sidebar menu
  3. View and manage their personal profile and settings
  4. Generate reports and analytics based on case data

Customization​

The dashboard can be customized to display the most relevant information for each user's role and responsibilities. Users can:

  • Filter the case list by various criteria
  • Sort cases by priority, status, or other attributes
  • Configure which widgets and metrics appear on their dashboard
  • Set notification preferences for different types of updates