Prerequisites:
An active Eve Legal account with access to the Personal Injury (PI) module and the Medical Chronology feature.
Medical records, bills, and Explanation of Benefits (EOBs) must be uploaded and processed within the relevant matter in Eve Legal.
How-to Steps:
Accessing the Medical Chronology and Ledger View:
Log in to your Eve Legal account and open the desired matter.
Navigate to the Medical Overview section for that matter.
Within the Medical Chronology interface, look for a tab, sub-section, or view explicitly labeled Economic Damages.
Next, click the expansion button–open in modal–to view the full ledger
Understanding the Ledger Display:
Once in the ledger view, Eve Legal will display an itemized list of medical services, dates of service, and providers, extracted from the processed documents.
For each entry, the following information will be presented (where available and extracted):
Provider Name
Dates
Description
Total Charges: The amount originally billed by the provider.
Adjustments: Any contractual adjustments, write-offs, or modifications to the billed charges (often found on EOBs).
Net Charges
Payments Made: Payments received from insurance, patient, or other parties. The source of payment may also be indicated if captured.
Outstanding Balance: The calculated remaining balance for that line item (Charges - Adjustments - Payments).
Summary totals for Billed Charges, Adjustments, Payments, and Total Outstanding Balance will typically be displayed for the entire chronology or filtered selection.
Reviewing Source Document Links:
Eve Legal typically provides direct links from the ledger entries back to the source document(s) from which the information was extracted.
Look at References and click the number icon reference next to ledger entries. Clicking this will open the relevant section in the original uploaded document.
Key Functionalities and Technical Details:
Automated Data Extraction: Eve's AI engine attempts to automatically extract charges, payment amounts, adjustment details, and provider information from uploaded medical bills and EOBs.
Dynamic Calculations: Outstanding balances and summary totals are calculated dynamically based on the extracted data and any user-driven exclusions.
Auditability: Links to source documents allow for quick verification of extracted data.
Troubleshooting/FAQ:
Q: Why is a payment or adjustment not showing up correctly?
A: Ensure the EOB or relevant financial document was uploaded and processed. Check the source document link to see how Eve interpreted the information. If the document is of poor quality or unusual format, extraction may be impacted.
Q: How are "adjustments" defined or captured?
A: Adjustments typically refer to contractual write-offs agreed upon between providers and insurers, or other modifications to the original billed amount that are not patient payments. This information is usually found on EOBs.