Records & bills trackerProvider request log + itemized bills → what's missing, medical specials, follow-up drafts

Before

  • Records and bill requests go out to every provider on a case, and someone keeps track of who has answered, often in notes or a spreadsheet.
  • Itemized bills are added up by hand against the ledger and PIP payments; a missing line or an unlisted provider (the reading radiologist) is easy to miss.
  • Follow-up letters are written one at a time, and the demand waits on the last record.

After

  • Each case's provider log and the bills received are checked together: what's in, what's overdue, what doesn't add up.
  • Overdue requests, bill totals that don't match, dates outside treatment and providers nobody requested from are flagged; anything unclear is marked needs a look.
  • A medical specials table and follow-up request drafts come out ready for the paralegal and attorney. Nothing is sent on its own.
Case file (pick a sample, edit it, or paste your own)
Sample cases:

This page reads text only. In a pilot, PDF records and bills are read first, and anything that can't be read with confidence is shown as "needs a look" instead of being guessed.

Pick a sample case or paste your own.

How the check works

  1. Read. The provider log and itemized bills become structured fields: provider, treatment dates, request date, what's been received, billed amounts, PIP and health insurance payments, letters of protection. A production build reads PDF records and bills too, held to the same fields.
  2. Check. Requests older than 30 days are due a follow-up, older than 60 a second request and a call. Itemized bills must add up to the ledger, dates of service must fall in the treatment window, and every billing provider must be on the log.
  3. Hold, don't guess. PIP paid on a bill that isn't on file, mismatched totals and unlisted providers are flagged for the paralegal. Nothing medical or legal is decided here.
  4. Prepare. The medical specials table is built from what's complete, and follow-up request drafts are written for each overdue provider.

Production architecture

Architecture: provider log, records and bills, document reader, tracking rules, review queue, specials table and follow-up drafts