You can manage inclusions and exclusions directly inside the ledger of your Medical Overviews, helping you:
Save time reviewing and cleaning up damages data
Ensure accuracy before sending demands or settlement packets
Maintain transparency since all excluded records remain visible and reversible
Keep one source of truth for every case’s financial summary
By using the following icon:
You can exclude or include line items in your Economic Damages section of your Medical Overview.
This can be excluded by the entire provider or each item underneath a provider depending on what items need to be excluded. The total calculations above should readjust based on what is excluded/included.
FAQ
How do I exclude something from the ledger?
Hover over any row and click the Exclude button that appears on the right. Excluded items will be visually de-emphasized, and ledger totals will update automatically.
Can I undo an exclusion?
Yes, simply click the same button again. All totals and calculations will revert immediately.
Does exclusion remove the record permanently?
No. Excluded items remain in the ledger for transparency and can be re-included at any time.
Will the new totals be used in chat and blueprints?
Yes.
If I re-run the medical overview, will the exclusions remains?
Yes
Will any excluded bills, also be excluded when exporting the economic damages?
Yes
If I exclude a bill, will the corresponding visit also be excluded?
No, excluding a bill only affects damaged totals. It does not remove or hide the related medical visit from the Medical Overview. The visit will still appear in your case timeline so you can maintain a complete medical history and reference clinical details even if that visit’s charges don’t count toward damages.