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Gauges - Negotiations

Overview​

The Negotiations gauge shows how many cases have entered Settlement status and are ready for bill negotiations. Use it to jump straight into the negotiation workflow.

Negotiations Gauge

Behavior​

  • When it counts: A case appears here once its status is set to Settlement.
  • Click-through: Clicking the gauge opens the Negotiations section filtered to those settlement cases.
  • Updates: As cases complete negotiations, they drop from this count.

Negotiations workflow​

  1. Assign negotiator: Select the team member responsible for negotiations on the case.
  2. Record outside meds: Enter outside medicals to include in the settlement calculus.
  3. Enter settlement amount: Provide the proposed/accepted settlement figure.
  4. Case costs incurred: Add litigation and other case costs.
  5. Attorney fee percentages: Specify fee percentages per agreement.
  6. Negotiate bills: Proceed to provider bill negotiations and track results.

Tips​

  • Keep financial fields up to date before negotiating bills to see accurate net-to-client projections.
  • Use notes/history in the negotiations section to capture counteroffers and outcomes.

Troubleshooting​

  • Case not showing? Ensure the case status is set to Settlement and you have access permissions.
  • Click doesn’t navigate? Refresh the dashboard or open the Negotiations area from the sidebar and apply the Settlement filter.