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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Medical tab on a Journey is the home for everything clinical — the providers your client saw, the treatment they received, the bills, the imaging, the records you’ve requested or received. It’s where paralegals do the bulk of their day-to-day record-collection work and where attorneys check in on whether a case is “ready for demand.” [Screenshot: Medical tab provider-centric layout with each provider expanding to show treatment dates, bills, and records]

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What’s on the tab

The Medical tab is provider-centric — the top-level grouping is each medical provider, and underneath each provider you see:
  • Provider info — name, specialty, address, phone, fax
  • Treatment span — first visit, last visit, total visits
  • Bills — billed amount, paid amount, balance, lien status
  • Records — uploaded documents tied to this provider
  • Status flags — records requested? records received? bills received?
Adding a provider opens a modal where you can type a name (or pick from your firm directory) and fill in the basics. The provider also gets added to your Journey’s Contacts under the Medical Provider category automatically.

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Quick actions you can take here

  • Add Provider — log a new doctor, hospital, or therapy clinic
  • Request Records — generate a HIPAA-compliant records request for a provider
  • Upload Records — drag-and-drop the records you’ve received
  • Run Medical Chronology — turn raw records into a structured, dated timeline (the AI does the heavy lifting)
  • Mark a provider’s bills as final — locks the bills so demand prep can use them

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How the Medical tab feeds demand prep

Every dollar that flows into the Damages tab and ultimately into a demand letter starts here. The Medical tab is the source of truth for:
  • Which providers treated the client
  • What the bills totaled (billed vs. incurred)
  • What’s lien-eligible
  • The treatment narrative the AI uses for medical chronology
A common workflow mistake is to skip the Medical tab and just type damages totals into the Damages tab — that works once but breaks when you regenerate a demand letter or when a lien needs reducing. Capture each provider here first.

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Where to go next

Deep dive: Medical, Damages & Settlement → Medical Records & Chronology covers provider intake, records-request generation, the medical chronology AI run, billed-vs-incurred handling, lien tracking, and bill reductions in full.