Case and Negotiation Preparation

Product guides

Missing Docs Check

What is the Missing Docs Check feature, and how does it work?

What happens if documents are flagged?

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.

How do I integrate the Case Preparation™ product with my preferred case management system?

Integration is supported with select case management systems (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.

Treatment Timeline

What is the Treatment Timeline feature, and how does it work?

The Treatment Timeline feature provides a clear, visual representation of the client’s treatment history using the medical records uploaded 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 customers with a CMS integration, the timeline updates automatically after running a Missing Docs Check.
For all other customers, the timeline updates within 24 hours of clicking the “Generate Timeline” button, the “Run AI Bill Summary” button, or running a Missing Docs Check.
This feature helps you quickly identify gaps, track treatment progress, and enhance case preparation.

Case Strengths and Weaknesses

What are Case Strengths and Weaknesses, and how do they differ pre-demand (Case Preparation™) and post-demand (Negotiation Preparation™)?

Case Strengths and Weaknesses help attorneys identify key factors in a case at different stages of the legal process.

Pre-demand (Case Preparation™), these tools allow attorneys to highlight key strengths—such as surgeries, interventional treatment recommendations, and injections—that increase the case’s value. Simultaneously, Case Weaknesses flag potential weaknesses, like prior injuries or incidents, enabling attorneys to anticipate and address challenges early on in a case. This ensures a thorough and strategically prepared case.
Post-demand (Negotiation Preparation™), Case Strengths continue to emphasize high-value treatments and diagnostic evidence to strengthen settlement arguments, while Case Weaknesses help attorneys anticipate adjuster strategies, such as undervaluing the case by citing prior conditions. By comparing medical bills against policy limits and identifying critical factors, the tool provides actionable insights and counterarguments to enhance negotiation strategies.

These features save time, improve case preparation, and maximize case outcomes at every stage.

Medical Bill Summary

What is the Medical Bill Summary feature, and who can access it?

Medical Bill Summary uses AI to automatically analyze medical bills as they are uploaded to a case. It provides economic damages totals by identifying charges by provider and date of service and removing duplicates.

How do I edit or exclude charges?

Each charge is linked to the specific location in the original PDF. When you click "View," the system will highlight the exact line item in the source file. You can manually edit the charge value, move bills to different providers, or exclude any charge you determine is unrelated to the case. This gives your team full control over what is reflected in the financial summary.

How does Medical Bill Summary handle duplicate or irrelevant charges?

AI automatically detects and excludes duplicate bills or overlapping service dates. It also detects any charges that occurred before the date of the incident and marks these as unrelated. It also allows you to manually exclude unrelated charges with one click. All changes update the totals in real time.

If provider names differ across documents, the Medical Bill Summary feature reconciles variations in provider names across documents (for example, “Longstreet Medical Group” vs. “Longstreet Clinic”) to ensure consistency and accurate grouping in the summary.

What should I do if the bill summary data looks incorrect?

The Medical Bill Summary uses AI to create a first draft of your bill information, but it’s important to remember to always review the outputs. If you spot anything that doesn’t look right, you can edit every charge and provider assignment directly in the summary. Simply click on the charge or provider value to update the information. We recommend that you always double-check the summary and make any needed corrections before relying on it for your case.

I see an alert saying “itemized charges were not detected for the date of service.” What does this mean?

Why do the total charges in the bill summary sometimes differ from the total charges on the demand?

Occasionally, the total charges you see in the bill summary may not match the total shown on the demand. This happens because the bill summary is created using AI, which can sometimes introduce errors. For Professionally Reviewed Demands (such as Simple, Basic+, and Standard Demands), our team of legal professionals review and correct the AI’s output. In these cases, the total on the demand is the most reliable and up-to-date.

How long does it take to get the Medical Bill Summary after I click “Run AI Bill Summary”?

Once you click the “Run AI Bill Summary” button, it usually takes about 24 hours for the results to appear. We are actively working to shorten this time to a few minutes in the near future, so you can get results even faster.

Case Financials

What is the Case Financials feature, and how can it help with case and negotiation preparation?

The Case Financials feature helps you optimize your case strategy by tracking medical expenses against policy limits and predicting the likelihood of achieving policy limit offers. It provides real-time updates on medical bills, allowing you to determine the best timing for sending a demand. Additionally, the tool includes a likelihood prediction model backed by EvenUp’s proprietary data, helping you assess potential settlement outcomes.

How does the Additional Spend Slider work?

The Additional Spend Slider allows you to estimate how future medical expenses impact the likelihood of achieving a policy limit settlement. By adjusting the slider, you can see how adding more medical costs changes the case’s financial outlook and probability of reaching a policy limit offer.

Are there any limitations to the Case Financials feature?

Current limitations include:

Tender predictions are based on total medical billing, demand delays, treatment gaps, injuries, treatments, and other factors.
Policy limits can only be updated via the request page at this time.

Looking for something else? Check out our FAQs page

Case Preparation™ &Negotiation Preparation™

Case Preparation™ &
Negotiation Preparation™