Guide
How attorney referrals work for nurse case management firms
An attorney refers an injured client to a nurse case management firm with the client's details, the injury, the insurer and the claim. The firm accepts the referral, opens a case, assigns a nurse, and keeps the attorney informed. Firms that make referring easy, and show attorneys where each referral stands, get more of them.
Plans from $229/month. Every plan includes every feature.
What a good referral includes
- The client's name, date of birth and contact details.
- The injury and the reason for the referral.
- The insurer, the claim number and the adjuster.
- The attorney's firm and contact person.
Keep the attorney informed
Attorneys want to know a referral was received, who is working it and how the case is going, without having to call. A portal where they can see each referral's status saves both sides time.
Know where your work comes from
Credit every referral to the law firm that sent it. Over time you'll see which firms send the most work, and which cases are waiting on litigation to be paid.
How CaseMgmt does it
Attorneys and paralegals get free logins to the referral portal, send referrals with insurance and legal details, and follow each one's status. Your team accepts a referral and creates the patient and the case from it in one short form; reports show your work by law firm and referrer.
Questions
Do attorneys pay to use the portal?
No. In CaseMgmt, referral partner logins are free on every plan.
Try it with your own team
Start a 7-day free trial, or ask for a demo login to a practice filled with fictional patients.
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