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Lien Provider Placement Checklist · LawyersTrend free tools · lawyerstrend.com/tools/case-managers/lien-provider-placement-checklist

File label: ____________________ Date:

Before you call a provider

Confirm with the attorney that treatment on a lien or letter of protection is approved for this client.
Ask the attorney which kinds of providers to look for first (for example primary care, chiropractic, physical therapy, pain management, imaging). Do not choose treatment yourself.
Check whether the client has health insurance, Medi-Cal, Medicare or other coverage. Tell the attorney what you find before anything is booked.
Write down the practical limits: where the client lives, work hours, transportation, language, childcare.
Build a short list of two or three providers near the client from the directory.

Questions for the provider’s office

Do you accept new patients on a lien or letter of protection for this kind of case?
What paperwork do you need from the firm before the first visit? Who signs it?
What is the earliest new-patient appointment?
Who handles records and billing requests? What is the usual turnaround, and is there a fee for records or reports?
If the client needs imaging, a specialist or surgery, do those referrals also go on lien?
How do you handle requests for narrative reports, depositions or testimony, and what do those cost?
How do I request an updated balance statement later?

Booking the first visit

Book the first visit. Get the date, time and address in writing (email or confirmation).
Send the attorney-approved lien or LOP paperwork to the provider. Keep a copy in the file.
Call the client with the date, time, address, what to bring and when to arrive. Offer to send it by text or email too.
Ask whether the client needs an interpreter or a ride.
Set a reminder to call the client the day before the visit.

After the first visit

Confirm the client went. If not, find out why and rebook quickly.
Send the records and bills request to the provider and log it in the request tracker.
Add the visit date to the treatment timeline.
Put the next follow-up date on the calendar.
Tell the attorney the placement is done and note the provider’s billing contact.

Checks are saved on this device only. Printing keeps your checks.

More free tools

Treatment Timeline and Gap Tracker Medical Records and Bills Request Tracker Demand Package Readiness Checklist Intake First-Call Script and Checklist Lien and Billing Glossary Week-1 Case File Checklist (One Page)

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Lien provider placement checklist