CLICK HERE for a Free Utah personal injury case evaluation and get two valuable personal injury ebooks whether we take your case or not.

[ad#Google Adsense]

CHECKLIST – DEMAND PACKAGE/SETTLEMENT BROCHURE

Date of accident:
BUSH LAW FIRM Client:

1. Order PIP payments ledger, send AUTH.TO FURNISH MED. INFO.(calendar for followup)
2. Received PIP payments ledger. (If PIP still available note on ACCT. SHEET)
3. Check PIP ledger for any other doctors, clinics, prescriptions, etc.
4. Mail DEMAND PACKAGE QUESTIONNAIRE to client.
5. Request impairment rating or final narrative report letter from:
6. Received impairment rating or final narrative report.
7. Requested Medical Bills:
8. Received Medical Bills:
9. Requested Medical Reports:
10. Received Medical Reports:
11. Received completed DEMAND PACKAGE QUESTIONNAIRE from client.
12. Mail or fax LOST WAGES REQUEST LETTER to employer. Calendar for follow up.
13. Received lost wages information from employer or client.
14. Calculate lost wages information.
15. Check dates of service on ALL med. bills, presc., reports,records,etc. Make sure bill is current & incl. all services to date, esp. MT, PT & Chiro.
16. Arrange medical bills in chronological order, keeping all of one dr’s/clinic’s bills together, then list each dr/clinic on MEDICAL SPECIALS SUM. in same order.
17. Check for prescriptions. Add as last item on MEDICAL SPECIALS SUM.
18. Check for future medicals information, if applicable; add to bottom of MEDICAL SPECIALS SUM. below drs/clininc/presc. (Place a copy of future medicals documentation in future medicals section of demand.)
19. Read medical records & reports to identify any problem areas. (In reading if another dr./clinic is mentioned check on it to see if there are more med. bills.
20. Organize medical records & reports in order of impact or in reverse chron. order.
21. If this is an uninsured/underinsured motorist case, gather information that is evidence of uninsured/underinsured motorist. (circle one)
22. Obtain liability or jury verdict research.
23. Arrange info. in demand package format. See “Preparing a demand package” policy).
24. Draft DEMAND LETTER.
25. Type DEMAND LETTER; MEDICAL SPECIALS, FUTURE MEDICALS, and LOST WAGES SUMMARIES.
26. Proof DEMAND LETTER; MEDICAL SPECIALS, FUTURE MEDICALS, and LOST WAGES SUMMARIES. Check date of accident on accident report against the date in letter
Check verdict amounts in comp. verdicts with what is typed in letter
Check spelling on medical terms, doctor’s, client and adjusters names
Check to see that all dollar amounts and numbers are correct numbers
Check all dollar totals with adding machine, run tape, attach to page
Check names and amounts on medical specials summary with the bills
27. Place divider sheets in appropriate places within documents in folder.
28. Go to CHECKLIST OF ITEMS TO ACCOMPANY DEMAND LETTER & MATERIALS TO GIVE TO ATTY.
29. Ok by attorney only after atty review of demand checklist has been done by atty.
30. Finalize DEMAND LETTER; MEDICAL SPECIALS, FUTURE MEDICALS,& LOST WAGES SUMMARIES.
31. Have attorney sign letter.Make copy of front page only of demand letter for atty.
32. Place MEDICAL SPEC/FUTURE MED WORKSHEET under ACCOUNTING SHEET and DEMAND LETTER/LOST WAGES WORKSHEET in misc. section after review.
DOUBLE-CHECK before mailing demand:
33. Make sure letter is signed before copying. Copy entire demand package, make EXACT copy of what we send to the insurance company.
34. Make copy of MEDICAL SPECIALS SUMMARY and place under ACCOUNTING SHEET.
35. Write number of copies down on copies sheet.
36. Make sure divider tabs are “in” for each section & labeled in demand & copy.
37. After copying demand go thru page by page, to see that every page got copied, & that pages are facing out. Be sure highlighted items get highlighted on copy.
38. 3-hole demand, place in report cover w/bus. card. Route to attorney for review.
39. Final ok by attorney.
40. Add name to DEMAND OUT/STAT SHEET in legal administrator’s office.
41. Add to CURRENT CASE SHEET date demand sent, adjuster name, phone & claim number.
42. 2-hole copy, insert prongs, “file copy” right hand corner & put in demand file.
43. Tape demand envelope closed.
44. Mail demand package or hand delivered (circle one). Place postage and first class stamp on envelope and write amount of postage on postage cost sheet.
45. Write down amount of demand package materials on accounting sheet ($3.50-$5.50).
46. Mailed “demand sent letter” with copy of MEDICAL SPECIALS SUMMARY to client.
47. Tickle for follow up on demand in five days with adjuster.
48. Put PERSONAL INJURY CHECKLIST PART 2 in file on top of all checklists.

demcheck.ck 081495 (File-green label Checklist Demand Package) This checklist should be on goldenrod paper.

Posted in: Accident/Injury Advice at 3:04 pm