TRAINING BINDER 2025
AUTO ACCIDENT CASE
Closing Personal Injury
1 min
· write their release date on their pi log · print out all of their closed appointments off rapidpm · scan all of the pi info – save it as last name, first name pi folder · keep the lien and the pi log · keep any work/school notes · gather all dc notes/reexams · highlight np, reexams, final visits (these are the soap notes you will needs) o print them from rapiddoc – if one is missing, let dr mays know so he can complete it · organize all dc notes from oldest to newest (if some are missing, check ohsc they may be scanned in) · print itemized bill (only after all dc notes/reexams have been accounted for) o select patient o go to print with in the patient dashboard screen o go to transaction detail – post date will be the date of their accident through date will be the current date o generate + print · print hcfas o select patient o go to billing in the patient dashboard screen o go to 1500 claim form o under options , select h1500 02 12 (print claims and form) o select process claim o once loaded, save in your scans – this will be stacked, do not print them prepare the packet in this order 1 lien 2 itemized bill 3 hcfas (which wil be stacked – leave it out for now) 4 work/school notes 5 initial/reexam/final exams 6 dc notes/reexams give all of this to dr mays to review before sending to attorney/insurance company i will show you how to stack hcfas in paperport
