> ## 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.

# Medical Tab

> Where medical providers, treatment, bills, and records live for a Journey — overview only; deep dive lives in the Medical, Damages & Settlement section.

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]

## 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](/case-management/journey-tabs/contacts) under the *Medical Provider* category automatically.

## 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

## How the Medical tab feeds demand prep

Every dollar that flows into the [Damages tab](/case-management/journey-tabs/damages) 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.**

## Where to go next

<Note>
  Deep dive: [Medical, Damages & Settlement → Medical Records & Chronology](/legal-workflow/medical-records-overview) covers provider intake, records-request generation, the medical chronology AI run, billed-vs-incurred handling, lien tracking, and bill reductions in full.
</Note>
