Start with the paperwork.
Ask the front desk to capture the referring firm, send the intake packet and spot a missing signature before the appointment.
Software for clinics treating injury patients
Personal injury EMR
for clinics.
Keep track of the case from referral to records release.
Evaluate how intake, treatment notes, lien balances and attorney requests fit into your clinic’s day.
We may earn a referral fee if your practice subscribes through our introduction.
THE CONNECTED CASE
EXAMPLE CASEFrom intake
From intake
to records release.
- Intake & consentReady before the first visitSigned
- Clinical documentationNotes stay with the caseIn one record
- Attorney handoffShare the records you approveControlled
Intake → treatment → handoffIllustrative workflow
From attorney referral to clinic intake
See how your practice can receive referrals and handle intake, notes and records requests after accepting a case.
- 3,000+
- attorneys in the partner referral network
- Thousands
- of medical professionals trust the partner platform
A case can span months.
The paperwork starts on day one.
A signed agreement can arrive before treatment, a records request midway through it and a balance inquiry months after discharge.
THE WORKFLOW
Keep the work
with the case.
Use a sample case to see who does what at each handoff.
Build the treatment story.
Have a clinician chart a visit and generate a progress report. Check whether the case timeline and prior treatment notes are easy to find.
Share with a clear boundary.
Ask a staff member to release an approved report, then sign in as the firm to check which documents it can see.
A FOCUSED DEMO
Bring a case
your team knows.
Choose a fictional case based on work your team does today. Bring the name of your current EMR and one step you want to make easier.
- Pain management
- Orthopedics
- Chiropractic & physical therapy
- Practices treating personal-injury patients
Budget for the whole switch.
Compare the subscription, migration, training and recurring add-ons.
ILLUSTRATIVE PRACTICE BUDGET
$900/ month for 3 providers
Example at $300 per provider per month.
Ask what the quote includes for intake forms, case reporting, attorney access and data export.
See the pricing worksheetThis example is for budgeting. Confirm your rate, included features and implementation fees in writing.
Compare your options
PI EMR vs. a general EHRCompare four ways to handle an injury case.
Chiropractic EHR checklistTest SOAP notes, narrative reports and lien balances.
Pain management EMR checklistFollow an injection visit through records release.
Provider directory vs. referral networkCompare how clinics receive and track referrals.
About the workflow call
Is the call for clinics or law firms?
The call is for clinics. If your team shares records with attorneys, bring an example of a request and the approval steps it goes through.
Can we control what attorneys see?
Ask to see the attorney’s view of a sample case. Check whether access can be limited to approved items and withdrawn when the case closes.
What about moving from our current EMR?
Ask what can be imported as structured data, what stays as PDFs, how open liens carry over and what your team can export later.
Can we discuss joining a referral network?
Yes. Bring your specialty, service area and policies for accepting lien cases. See what to ask about a referral network.
YOUR NEXT STEP
Walk through a case
with your team.
Use a 30-minute call to review intake, charting, records release and where referrals fit.