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All CollectionsCASE Settlement Tab
Use the Worksheet on the Settlement Tab.
Use the Worksheet on the Settlement Tab.
Updated over a week ago

How to forecast expected numbers, calculate a pro-rata, and other financial information on a case.

  • Navigate to the Settlement Tab of a case.

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  • Select Worksheet.

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  • Update values.

  • Click enter or Save.

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Note: Entering a number in the Medical Bills section will automatically distribute the total amount between the listed medical providers based on the bill amounts.

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