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Medical Legal Management, Atty hits accept, Process Flow - Coggle Diagram

- - - - will allow for visibility of invoices they create and payments that have submitted to them
    - - Dropbox filing system for checks
      - Chase Deposits
      - Quickbooks Reconciliation
        
        spreadsheet
- - - - Salesgenie
      - Competitors Websites
        
        SEAK
      - Current Doctors Database
      - Busy Current Medical Experts
    - - Website
      - Email Autosignature
      - Google
      - Direct Phone Outreach
      - Upcall
      - Spectly/LinkedIn
      - HME Website
      - Social Media?
      - SEAK Partnership/Listing
  - - - Do you have trouble collecting payments from attorneys? What are the problems you are running into when billing and collecting from attorneys?
      - Are there things your staff could be working on other than medical legal to help your patient care?
      - Do you have an internal team setup within your practice?
      - Are you happy with the current amount of medical legal work or were you looking to grow that business?
        
        How much more are you looking to grow your legal services?
      - How much billing have you done on medical legal in the last year?
      - What are your rate limiting steps to growing out your medical legal business?
      - What have you done to get yourself to where you are at? Where are you currently marketing yourself as an expert?
      - What difficulties have you or your staff experienced while working with attorneys?
      - How much time are you spending on managing the legal end of your practice? Could those hours be spent doing something else?
      - What does your internal support team look like as far as case management and follow up for your cases?
      - What support do you have in regards to research assistance and organizing your medical records?
      - If you could change one thing internally within your practice to better serve your legal clients, what would it be? What would make it easier to do legal consulting?
      - What is your current setup and process currently for your medical legal work?
      - Have you experienced any loss of cases due to communications or follow ups? Due to lack of staff knowledge.
      - How many new legal cases are intaking on a monthly or weekly basis?
      - How are the attorneys most frequently communicating with you and using you for?
      - Are you at capacity for seeing new cases? What is the rate limiting step for taking on new cases?
      - Are there any attorneys or third parties that you don't want to work with and why?
      - Are the collections around medical legal work affecting your cash flow?
      - What processes do you have in place to ensure that you do not miss any deadlines for attorneys?
      - What do you enjoy the most about medical legal and what do you dislike most about this work?
      - Does the medical legal work interfere with taking care of patients?
      - Where do you see your practice in the next 1-3-5 years.
    - - Current staff on it
      - I got it under control
      - I am happy with the current level of legal consulting that I'm doing
      - I prefer to handle all the research and organizing the medical records myself.
      - I do not have problems collecting payments from attorneys
      - I plan on retiring within the next 2 years
      - I am not sure how having a 3rd party involved will help smooth communications with attorneys?
      - HIPAA Compliant record sharing has to be in place
      - I am too busy right now to make any changes to my firm.
      - I never miss deadlines from attorneys
      - I don't want to fire any of my staff by coming on board
  - - - Busy expert that is a current homestead
      - processing over 100k+
      - Clear processes
      - Point person
      - East coast to start
      - Profit margin?
      - One doctor per practice
      - Slightly chaotic still even though busy expert
      - NEURO and ortho and pain management
      - Cool personality / tech savvy / text messaging
      - Not active defendant in suit
- - - - Weekly Call Reports
      - After 8 weeks, once a month check in
      - Weekly check-ins for new clients 8 weeks
    - - Welcome email/ Welcome Gift
    - - Contract
        
        Onboarding documentation completed by Staff or schedule interview time with expert
        
        Getting open billing/invoices
        
        Educate the staff / doctors
        
        Coordinate phone/Website/email/calendly
        
        Reach out to regular attorneys of expert
        
        1 more item...
  - - - How are depositions handled? Canceling all the patients or prefer remote only.
      - Is there a dedicated point person within the office you can communicate with? For scheduling, depo or trials or phone calls. Who is charge of their calendar
        
        W9 or tax info
      - What is your current billing process look like. case names / attorneys on each invoice or case. Need contact information for attorneys
      - preferred payment method, Check, ACH, bill.com
      - Does the expert have dedicated legal exam times set aside. Specific days?
      - Do you have your own dropbox or file storage system for managing medical records? Prefer physical or virtual records are okay? Mention medical record security through dropbox BSA
      - Do you have a phone system that can integrate our phone number as part of tree? If not, educating the staff of expert office to ensure all legal cases are forwarded to Homestead.
      - Roughly how many pages per hour the expert reviews
      - Court Resume?
      - Any preference to types of new cases they would like to engage? Medical subspecialties or sub interests. Any types of cases NOT willing to take, plaintiff defense adolescent etc
      - Are you board certified?
      - Are you a part of any ongoing malpractice lawsuits where you are the defendant in.
      - COVID: Location preferences and/or new operations involving patients
      - How many experts in the practice are we managing?
      - Review of current billing and examine goals. Are you looking for new referrals?
      - Do you have any accounts or relationships that need elevated or special treatment
      - Are there any types of attorneys or cases that you do not wish to take?
      - What are your hospital affiliations / med school and fellowship?
      - Is there anything in medical legal that you'd like to learn more about or feel lacking confidence
      - Do you ever find yourself needing assistance with research or report prep?
      - Do you want to be featured in either or MailChimp or be apart of a video or webinar?
      - What information is needed for an appointment to be scheduled
        SSN/DOB/First Last Name/Chief Complaint/Accident or workmans comp/ Case name/ Docket number *optional, case summary / body part / date of injury
      - What does success look like working with Homestead Medical Experts? What are your expectations / goals
- - - - Answer as the office (directed to Recruiting)
        
        Case Manager
        
        Document Call (Hubspot/Practice Panther,/Quickbooks)
        
        Input Ticket/Deal
        
        Draft Qwilr
        
        Sent Qwilr
        
        1 more item...
        
        New Case
        
        Recruiting Input ticket/deal
        
        Existing Case (case management)