This picks up the moment a client signs. Move the clock forward a week at a time. Records and bills get requested and chased, the client gets a weekly check-in text, and every record that arrives is read for the chronology and for doctors nobody told you about.
The client reply box opens each check-in day. You can skip a reply and see what happens.
Client check-ins by text
| Provider | Records | Bills | Billed |
|---|
| Date | Provider | What happened |
|---|
Your intake (form, phone or the Sable Law intake build) signs the client → client signs → matter in your case system
→ this module starts: records and bills requests go out with the signed HIPAA authorization, and follow-ups run on a schedule
→ weekly check-in texts; replies update the treatment picture and add any new doctor to the request list
→ each record that arrives is read: dates, diagnoses, referrals, and Florida PIP details go into the chronology and flags
→ when the checklist is complete, the demand package goes to your demand writers or a tool like EvenUp