CaseOptics
MR
Maria Rodriguez
Case Manager

Dashboard

Total Active Cases
12

Excluding settled and on hold

Cases in Treatment
5

Currently receiving treatment

Pending Settlements
3

In negotiation or pending

Settled This Month
0

Completed settlements

Settlement Pipeline
Cases by status
Recent Activity
Latest updates across all cases

Daniel Taylor - Treatment completed. Awaiting final billing statements.

Dec 18
by Sarah ChenPI-2024-014

Robert Thompson - Submitted counter-offer at $185k. Awaiting insurance response.

Dec 5
by James ThompsonPI-2023-047

James Wilson - Treatment complete. Requesting final medical records from providers.

Dec 5
by James ThompsonPI-2024-006

Karen White - Settlement accepted at $210k. Awaiting final disbursement.

Nov 25
by James ThompsonPI-2023-067

Barbara Moore - Ongoing negotiations. Case has been open for 2+ years.

Nov 20
by Maria RodriguezPI-2022-118

Jennifer Martinez - Patient reported improvement in mobility after PT sessions

Nov 10
by Maria RodriguezPI-2024-001

David Chen - Patient missed orthopedic appointment on 9/20. Rescheduled.

Oct 1
by Sarah ChenPI-2024-008

Patricia Anderson - Patient has missed 2 appointments. Need to follow up urgently.

Sep 25
by Sarah ChenPI-2023-092