Built for the urgency of auto-injury care

A motor-vehicle-accident patient calls within 72 hours of impact or you lose them. They’re hurting now, they need an appointment now, and if they reach a voicemail at 6 PM after an accident at 4 PM, they’re calling the next chiropractor on the search results. The snapshot makes “now” possible.

What’s different about PI patients

• Lien-based billing. No insurance copay collection — payment depends on case settlement. The financial workflow looks entirely different.
• Attorney relationships. Most PI volume comes from a handful of referring law firms. Those relationships are the practice.
• Documentation rigor. Every visit needs a defensible note. Every progress milestone needs a clean narrative trail.
• Timeline pressure. From date-of-injury → Maximum Medical Improvement → narrative-report → settlement is a months-long process where the patient stays on your books with no payments.

What the snapshot handles

Attorney-lien intake

Every PI patient links to a referring attorney record. The intake captures date of injury, police report, mechanism, vehicle damage notes, and pre-existing conditions in a defensible format.

Lien status tracker

A simple pipeline board: New → Active Treatment → Plateau → MMI → Narrative Submitted → Settled → Paid. Each card surfaces overdue items (e.g., “Narrative pending for 14 days”).

Attorney referral CRM

Your top 10 referring attorneys see a quarterly thank-you, monthly case-update digest, and an annual “thank you for partnering with us” gift trigger. Dormant attorneys (90+ days no referral) get a “we’d love to help your next case” outreach.

Narrative-report automation

First-draft narratives generated from visit notes. The DC reviews, edits, and signs. The system tracks which cases are awaiting narratives and which have been delivered.

MVA same-day booking

AI receptionist trained to triage MVA inquiries within 60 seconds — confirms accident date, attorney status, and offers a same-day visit. After-hours calls roll to the AI, get a same-day-tomorrow morning booking, and don’t go to voicemail.

Why HIPAA-aware matters here

PI cases involve insurance adjusters, attorneys, and sometimes court-room documents. The snapshot’s HIPAA-aware design means consent for each disclosure is documented and dated, attorney records stay separated from clinical records, and audit trails are complete.

What launch looks like

Day 1: snapshot installed, PI pipeline activated, attorney CRM imported (you provide the list). Day 2: narrative-template customized to your documentation style, MVA intake script trained for your AI receptionist. Days 3–15: 10 dedicated hours — attorney-referral outreach campaigns, settlement-stage workflow customization, narrative-template refinement.

Book a demo → and we’ll walk through how a real PI-focused practice tracks 200+ open lien cases without spreadsheets.