Clio Manage Personal Injury Reports

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Reports in Clio Manage are designed to help your law firm track deliverables and get insight into how your firm is performing. Clio Manage personal injury reports provide a comprehensive overview of damages, medical expenses, and medical expense payments across your firm's personal injury matters. See below for a summary of each personal injury report in Clio Manage and the type of information these reports offer.

Note: Personal injury reports are a component of Clio's Personal Injury Add-On and are not available for all Clio subscription plans. See which plans have Clio's Personal Injury Add-On here. If you have questions about upgrading, contact Clio's support or sales teams here

Tip: Learn more about generating the damages report here and the medical expense and medical expense payments reports here.

Damages report

The damages report is designed to give firms an overview of medical bills and damages recorded on a matter. This report separates the medical bill summary from the list of all other damages manually recorded in the Damages subtab. The medical bill summary shows medical bill information such as paid amounts, adjustments, owed amounts, and bill amounts. The damages section below shows damages by type, a description of damages, the amount of each damage. You can use this report to track all damages and medical bill amounts for a personal injury matter. 

Note: This report is only available in CSV format.

When generated, this report includes the following categories:

  • Type: This shows the type of damage, with options for special general, and other damage types.
  • Description: This shows the description of each damage.
  • Amount: This shows the amount of each special, general, or other damage.
  • Bill amount: This is specific to the medical bill summary. It is a summary of all medical bill amounts recorded in the Medical records subtab.
  • Adjustment: This is specific to the medical bill summary. It is a summary of all adjustments on medical bills recorded in the Medical records subtab.
  • Total paid: This is specific to the medical bill summary. It is a summary of all amounts paid on medical bills recorded in the Medical records subtab.
  • Balance owed: This is specific to the medical bill summary. It is a summary of all outstanding balances on medical bills recorded in the Medical records subtab.
  • Paid + owed: This is specific to the medical bill summary. It is a summary of all medical bill payments, plus the outstanding balances owed to medical providers, as recorded in the Medical records subtab.

 

Medical expenses report

The medical expenses report is designed to give firms an overview of medical expenses recorded on a matter. This report shows medical expenses by medical provider, including medical bills, adjustments, liens, and outstanding balances. You can use this report to track all medical expenses for a personal injury matter. 

Note: This report is only available in CSV format.

When generated, this report includes the following categories:

  • Matter: This shows the matter associated with the generated report.
  • Client: This shows the contact associated with the matter.
  • Responsible attorney: This shows the firm user responsible for the matter. You can change this field by editing the matter.
  • Total billed by all medical providers: This shows the total dollar amount billed by all medical providers for the matter. This number is a cumulation of the values under the Bill amount column for all medical bills added to the matter. 
  • Total paid to all medical providers: This shows the total dollar amount paid to all medical providers for the matter. This number is a cumulation of the values under the Total paid column for all medical bills added to the matter.
  • Total adjustments by medical providers: This shows the total dollar amount of medical bill adjustments recorded for all medical providers for the matter. This number is a cumulation of the values under the Adjustment column for all medical bills added to the matter.
  • Total balance due to all medical providers: This shows the total dollar amount that is owed to all medical providers for the matter. This number is a cumulation of the values under the Balanced owed column for all medical bills added to the matter.
  • Summary report: This section of the report shows the treatment date and medical bill details entered for each medical provider for the matter. This section includes the medical provider's name and description, the dates that the client was first treated and then last treated, and the amounts billed, paid, adjusted, and due for each added medical bill.
  • Detailed report: This section of the report shows the medical bill details entered for each medical provider that has at least one attached medical bill. This section includes the medical provider's name, the bill's date and amount, each payer's name, amount paid, and whether the amount was marked as a lien or outstanding balance, the total paid by all payers, any recorded adjustments, any balances owed to the medical provider, and whether the balance owed to the medical provider was marked as a lien or outstanding balance. 

 

Medical expense payments report

The medical expenses report is designed to give firms an overview of medical expense payments recorded on a matter. This report shows medical expense payments by payer, including medical providers associated with the medical bills, medical bill payments, liens, and outstanding balances. You can use this report to track all medical expense payments made to payers for a personal injury matter. 

Note: This report is only available in CSV format.

When generated, this report includes the following categories:

  • Matter: This shows the matter associated with the generated report.
  • Client: This shows the contact associated with the matter.
  • Responsible attorney: This shows the firm user responsible for the matter. You can change this field by editing the matter.
  • Total billed by all medical providers: This shows the total dollar amount billed by all medical providers for the matter. This number is a cumulation of the values under the Bill amount column for all medical bills added to the matter. 
  • Total paid to all medical providers: This shows the total dollar amount paid to all medical providers for the matter. This number is a cumulation of the values under the Total paid column for all medical bills added to the matter.
  • Total adjustments by medical providers: This shows the total dollar amount of medical bill adjustments recorded for all medical providers for the matter. This number is a cumulation of the values under the Adjustment column for all medical bills added to the matter.
  • Total balance due to all medical providers: This shows the total dollar amount that is owed to all medical providers for the matter. This number is a cumulation of the values under the Balanced owed column for all medical bills added to the matter.
  • Summary report: This section of the report shows the amount paid to each payer, whether the amount was marked as a lien or outstanding balance, and the lien or outstanding balance amount. 
  • Detailed report: This section of the report shows medical bill details for each payer on each bill. This section includes the medical provider associated with the medical bill, the bill's date and amount, the amount that was paid to the listed payer, and whether the amount paid to the payer was marked as a lien or outstanding balance. 

 

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