Notify case team when medical charges exceed threshold

When medical items land on a case, unmonitored aggregated charges can delay billing and attorney review. Get a case activity note and intake flag so billing staff and attorneys can act same day.

Notify case team when medical charges exceed threshold

Overview

Undetected aggregated medical charges create billing bottlenecks and extra attorney follow-up. This flow tallies medical line items, sets an intake flag, and posts a visible case note so billing staff and attorneys see and act on high-cost cases same day.

Notify case team when medical charges exceed threshold