Getting started
Upload documents
What SettlHQ accepts, what to send, and how uploading kicks off processing.
Upload from the case page, or from the Documents tab within a case. Drag files onto the drop zone or click it to browse. You can drop a whole batch at once.
What you can upload
- PDF: including scanned records, which are read with OCR
- DOCX
- TIFF, JPEG, and PNG images
- Plain text
- Up to 50MB per file
What to send
Send the whole file. SettlHQ classifies each document itself, so there's no need to sort or label anything first.
- Medical records: hospital and ER records, office notes, PT notes, radiology, operative reports
- Billing records and itemised statements
- Police and incident reports
- IME reports
- Adjuster correspondence, declarations pages, coverage letters, reservation of rights
- Letters of representation and lien notices
Complete billing records matter more than most people expect. The expense summary can only total what it has been given, so a missing itemised statement shows up as a missing provider.
Getting a clean scan
Scanned pages are read with OCR, and everything downstream depends on how well that goes. A few settings make the biggest difference:
- Ask the provider for the electronic PDF from their records system rather than a printed copy. It reads perfectly.
- Scan at 300 DPI. Lower resolutions blur small print; higher ones add file size without helping.
- Use grayscale for faint or photocopied pages. Black-and-white mode can drop light text entirely.
- Keep pages straight and flat. A page fed at an angle, or a phone photo taken from the side, reads much worse.
- Avoid faxing records you already have on paper. Each fax pass loses detail.
If SettlHQ reads a scan poorly, the document is still processed, but the Documents tab marks it as a possible poor scan and the chronology, expense summary and demand letter pages say how many of their sources are affected.
What happens next
Processing starts automatically as soon as a file finishes uploading. You don't need to press anything, and you can keep adding documents while earlier ones are still being read.