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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 where every doctor, hospital, chiropractor, imaging center, and pharmacy that touched the case gets tracked — alongside the records they sent and the bills they generated. It’s the source of truth that the rest of the legal workflow (chronology, damages, demand letter, affidavits, settlement) reads from. [Screenshot: Medical tab showing the provider list with status pills and the treatment timeline strip across the top]

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Provider-centric layout

HoLaCe organizes the Medical tab around providers, not documents. Every provider gets one expandable card that holds:
  • Provider info (name, address, phone, fax, NPI)
  • Date of first treatment / last treatment / discharge
  • Billing request status (Requested → Received → Reviewed)
  • Records request status (Requested → Received → Reviewed)
  • Treatment status (Treating · Treatment Complete · Released)
  • Provider files — the signed HIPAA, the records pull, statements
Each provider card carries a colored pill (Complete · Partial · None) so the paralegal can scan the page and see exactly which providers still need follow-up. [Screenshot: A single expanded provider card showing the five sub-tabs and the file uploader]

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Records vs. bills — the distinction

HoLaCe treats medical records and medical bills as two separate things, even when they come from the same provider. That distinction matters because:
  • Records are the clinical narrative — diagnoses, procedures, imaging, notes. They feed the chronology and the demand letter’s medical facts.
  • Bills are the dollar amounts — billed, incurred, paid, balance owed. They feed the damages calculation and ultimately the settlement disbursement.
A provider’s records can be complete while their bills are still pending — and vice versa. Both have their own request/received/reviewed lifecycle on the provider card.

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Adding a provider

1

Click + Add Provider on the Medical tab

The Add Provider modal opens with fields for name, address, phone, fax, and contact role.
2

Fill in the contact and treatment details

First and last treatment dates set the spine of the chronology. You can edit them later as new records arrive.
3

Save

The provider appears in the list with a “None” status pill until you upload records or mark a bill as received.

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Treatment timeline

The strip across the top of the Medical tab is the treatment timeline — every provider’s first and last treatment date plotted against the date of incident. It’s the fastest way to see gaps in treatment (the kind defense counsel will exploit) and to confirm that every provider’s care window makes sense. [Screenshot: Treatment timeline strip with date-of-incident marker and provider bars]

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What feeds where

This data…Powers this feature
Provider listAffidavits of Medical Records (Litigation tab)
Records uploadedMedical Chronology (AI extraction)
Bill amountsDamages tab → demand letter → disbursement statement
Treatment timelineDemand letter narrative + mediation packet
Provider rates and reduction defaults are set per firm: see Admin → Firm Pricing Configuration.

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What’s next

Once providers and records are in place, run the Medical Chronology to turn the PDFs into a clean, dated, attorney-editable narrative — then move on to Damages Tracking to capture the dollars.