Missing Docs Check identifies missing medical bills and records by analyzing uploaded case files.

It takes up to 24 hours to process (depending on file size) and can be run multiple times as new files are uploaded. If a bill for a specific date of service and provider is found without a corresponding record—or vice versa—the system will flag it as a missing document. Matching is based on the combination of date of service (DOS) and provider. Please note Missing Docs Check is only available on a case before document requests are submitted.

When documents are flagged, you have several options to manage them. Irrelevant flags, such as orders or referrals misidentified as missing, can be easily dismissed with a single click. Missing records can be uploaded directly to resolve the flag, and you can track your progress by viewing a list of resolved flags. This functionality ensures that your case files remain accurate and complete throughout the preparation process. Since our system is designed to ensure we catch any missing bills or records, it will occasionally misidentify a document (for example, orders or referrals for treatment). If so, it’s just a button-click away to dismiss them.

Case Companion uses AI to help legal professionals summarize key case details efficiently before submitting a demand. It can identify and organize case facts like medical providers, injuries, ICD codes, and treatment histories. It also highlights case strengths, such as sympathetic factors, and potential issues, like gaps in treatment or missed appointments.

Integration is supported with select case management systems (Filevine, Litify). Reach out to your Customer Success Manager (CSM) who will put you in touch with our integrations team to get you set up. Once connected, documents and case data sync automatically from your case management system into the Case Preparation™ and Negotiation Preparation™ tools, reducing manual uploads.

To maximize the benefits of Case Companion, be specific in your requests. This is especially important when asking for output in a certain format, such as including a salutation and conclusion in an email draft. It is also beneficial to ask single questions at a time, rather than aggregating multiple questions in a single prompt. Avoid using the tool for complex mathematical queries (as accuracy may vary) and always use the provided citations to double-check the results.

Case Companion streamlines case preparation by extracting critical information, such as a client’s last treatment date, official discharge status, and unresolved issues, ensuring all details are accounted for before drafting or submitting a demand. It also helps refine case strategies and create clear narratives by generating tailored responses to queries like treatment timelines or provider details, complete with citations to source documents. Additionally, Case Companion offers communication support by drafting professional emails to clients or adjusters. You can refine or adjust responses as needed, such as adding ICD codes or grouping treatments by provider, saving valuable time while ensuring accuracy and professionalism.

The Timeline Visualization feature provides a clear, visual representation of your client’s treatment history using the medical records you upload to EvenUp. It organizes providers and dates of service into a timeline, highlights any treatment gaps of one month or more, and displays the total treatment range. For integrated systems, timelines update automatically after running a Missing Docs Check. For non-integrated systems, timelines update within 24 hours as new records are uploaded. This feature helps you quickly identify gaps, track treatment progress, and enhance case preparation.

Case Value Drivers and Value Detractors help attorneys identify strengths and weaknesses in a case at different stages of the legal process.