Cases by Status
Summary breakdown
13
Total cases
Settlement Pipeline
Projected settlements
3
$645,000 total value
Cashflow Forecast
Next 6 months
1
Months projected
Aging Report
Cases open > 12 months
12
Requiring attention
Case Manager Workload
Active cases per manager
3
Active managers
Cases by Status
Current status distribution
| Status | Count | Percentage |
|---|---|---|
| Active Treatment | 5 | 38.5% |
| In Negotiation | 2 | 15.4% |
| New Referral | 2 | 15.4% |
| Treatment Complete - Awaiting Records | 2 | 15.4% |
| Settled/Closed | 1 | 7.7% |
| Settlement Pending | 1 | 7.7% |
Settlement Pipeline
Cases in negotiation or pending settlement
| Case # | Patient | Status | Projected Settlement | Medical Liens | Net to Client |
|---|---|---|---|---|---|
| PI-2022-118 | Barbara Moore | In Negotiation | $250,000 | $85,000 | $78,300 |
| PI-2023-067 | Karen White | Settlement Pending | $210,000 | $75,000 | $61,900 |
| PI-2023-047 | Robert Thompson | In Negotiation | $185,000 | $62,000 | $58,750 |
| Total Pipeline Value | $645,000 | ||||
Aging Report
Cases open for more than 12 months
| Case # | Patient | Status | Case Manager | Days Open | Last Activity |
|---|---|---|---|---|---|
| PI-2022-118 | Barbara Moore | In Negotiation | Maria Rodriguez | 1176 days | Nov 20, 2024 |
| PI-2023-047 | Robert Thompson | In Negotiation | James Thompson | 1044 days | Dec 5, 2024 |
| PI-2023-067 | Karen White | Settlement Pending | James Thompson | 1023 days | Nov 25, 2024 |
| PI-2023-092 | Patricia Anderson | Active Treatment | Sarah Chen | 924 days | Sep 25, 2024 |
| PI-2024-001 | Jennifer Martinez | Active Treatment | Maria Rodriguez | 743 days | Nov 10, 2024 |
| PI-2024-003 | Susan Davis | Active Treatment | Maria Rodriguez | 713 days | Nov 20, 2024 |
| PI-2024-008 | David Chen | Active Treatment | Sarah Chen | 673 days | Oct 15, 2024 |
| PI-2024-006 | James Wilson | Treatment Complete - Awaiting Records | James Thompson | 645 days | Dec 5, 2024 |
| PI-2024-010 | Richard Martinez | Active Treatment | Maria Rodriguez | 601 days | Dec 10, 2024 |
| PI-2024-014 | Daniel Taylor | Treatment Complete - Awaiting Records | Sarah Chen | 546 days | Dec 18, 2024 |
| PI-2024-012 | Maria Garcia | New Referral | Maria Rodriguez | 535 days | Aug 12, 2024 |
| PI-2024-015 | Michael Brown | New Referral | Sarah Chen | 506 days | Sep 10, 2024 |
Case Manager Workload
Active cases per case manager
| Case Manager | Total Active Cases | In Treatment | In Negotiation |
|---|---|---|---|
| Maria Rodriguez | 5 | 3 | 1 |
| Sarah Chen | 4 | 2 | 0 |
| James Thompson | 3 | 0 | 2 |