Details of Services


Case Management

  • Exam Coordination – Coordinate all aspects of the examination process, including scheduling, intake documentation, communication with all parties, and ensuring the medical expert is fully prepared for each appointment.

  • Records Management – Organize, review, and sort medical records according to your preferences while identifying and eliminating duplicate documentation.

  • Quality Assurance – Proofread and review reports for accuracy, formatting, completeness, and consistency to help ensure a professional final work product.

  • Report Delivery – Coordinate the preparation and timely distribution of final reports and supporting documentation to all appropriate parties while tracking deadlines and maintaining organized case files.

  • Billing & Collections – Prepare and distribute invoices, track outstanding balances, and assist with collections to help ensure timely payment processing.

Calendar Management

  • Coordinate and manage scheduling for examinations, phone conferences, meetings, depositions, and trial appearances.

  • Provide reminders and ongoing calendar support for upcoming deadlines, appointments, and events.

  • Coordinate travel arrangements and related logistics when necessary.

  • Assist with additional scheduling accommodations and case-related coordination as needed.

Communication Management

  • Manage incoming calls through a dedicated scheduling and administrative support line.

  • Monitor, prioritize, and respond to emails in a timely and professional manner.

  • Coordinate follow-up communication with attorneys, clients, medical offices, and other parties as needed.

Practice Management

Support the development and ongoing management of your medical expert practice by assisting with administrative systems, workflow organization, and professional documentation.

  • Prepare and maintain essential practice materials, including:

    • Letterhead and branded documents

    • Intake forms and questionnaires

    • Retainer agreements

    • Fee schedules

    • Curriculum vitae (CV) updates and formatting

  • Assist with creating organized, professional processes tailored to your practice and workflow preferences.

Are you ready to find out more?