Working a case

Use the medical expense summary

Billing broken down by provider, with line items and running totals.

The expense summary groups every charge it found by provider, with the date range of treatment, the number of line items, and a total per provider, plus a grand total for the case.

Checking the numbers

Expand a provider to see the individual line items behind its total, each citing the billing document it came from. Before you use the grand total in a demand, check the list of billing documents against what you actually requested. If a provider is missing from that list, it usually means the statement never arrived.

Totals reflect the documents in the case. Adding a billing record later changes the total, so regenerate before you send.