MAIC PI — Team Portal

Here's your team's pulse for the week. Review stat submissions, track KPIs, and keep the MAIC PI team aligned.

Team

Meetings

Submissions

Stat Submission Deadlines

Weekly Cycle

Team Member	Report	Frequency	Due	Status
R Raysely	Surgical / Auth Stats	Mon & Fri	9:00 AM	Pending
E Eliani	MRI & NCV Numbers	Friday	9:00 AM	Pending
BG Bella Guillen	Outreach KPIs	Friday	9:00 AM	Pending
A Arya	Daily Patient Visits & Volume	Weekdays	4:00 PM	Pending

KPI Tracking

Live Data

MRI VolumeEliani

—

Target: 50

Awaiting data

NCV StudiesEliani

—

Target: 25

Awaiting data

Surgical AuthsRaysely

—

Target: 18

Awaiting data

Outreach ContactsBella Guillen

—

Target: 40

Awaiting data

Daily VisitsArya

—

Target: 30

Awaiting data

Weekly Meeting Schedule

Recurring

Individual Team Tasks

This Week

Document Command Center

Generate · Package · Deliver

📄 Generate

📦 Package Builder

🧲 Case Synopsis

📋 PAR Generator

⚡ Automation

📦 Bulk PAR

📋 Delivery Log

🔧 Integration

1Choose Document Type— select one or more

⚖️

Lien Letter

Assert lien against settlement

📋

Authorization / Referral

Authorize MRI, surgery, consult

📊

Status Update

Treatment progress to attorney

📑

Demand Cover Sheet

Master cover with doc checklist

📝

Narrative Report

Medical narrative for causation

✏️

Custom Letter

Branded letterhead, free-form

🧲

MRI Visual Report

Branded summary from raw MRI text

1.5 Import Chart Data — upload a document or pull from eCW to auto-populate all fields AI-Powered

📄

Drop chart notes, face sheet, or clinical records here

PDF, TXT, or paste text below · AI extracts patient data, diagnoses, mechanism of injury, and MTG criteria

Or paste clinical notes / chart text

2Patient & Case

Patient Name

Date of Birth

Date of Accident

Claim No.

Case Type

Insurance / Carrier

3Attorney / Firm

Firm Name

Attorney Name

Attorney Email

Firm Address

4Document Details— fields vary by type

← Select a document type above to see its fields

5Deliver

Delivery Method

Cover Note

📦Demand Package Builder

Patient

Attorney / Firm

AVAILABLE DOCUMENTS

Auto-populated from eCW + portal. Check items to include.

🚗 Case & Accident Information

Patient Name

Date of Birth

Date of Accident

Accident Type

Mechanism of Injury

Chief Complaints at Presentation

Upload Diagnostic Reports

Add all diagnostic reports for this case — MRI, EMG/NCV, X-Ray. Each will be parsed and combined into a single synopsis.

📄 Click or drop PDF / TXT files here

API Endpoint

Model

Processing…

📋 Upload Patient Documentation AUTO-FILL

📋

Tap to upload documents

PDF or images • Select multiple • All docs parsed together

📋 Demographics Sheet Auto-Fill OPTIONAL

📄

Upload demographics sheet to auto-fill form

PDF or images • Fills: patient name, DOB, injury date, attorney info, claim #

Procedure Type

💉

ESI

MTG §4.5

🎯

Med. Branch Block

MTG §4.5.6

⚡

RFA

MTG §4.5.7

🦴

Ortho Surgery

MTG Ch 2/3/4

🧠

Neurosurgery

MTG §4.5.8

🔬

MRI Auth

§5102(d)/11 NYCRR 68

⚡

NCV / EMG

MTG §4.4 / 11 NYCRR 68

🤕

SPG Block

Non-Acute Pain MTG

🩹

SIJ Block

Non-MTG / 324.2

Insurance & Claim

Workers’ Comp

No-Fault

Carrier / Insurer

Claim Number

Adjuster Name

Adjuster Fax

Attorney Contact (internal tracking)

Law Firm

Attorney Name

Attorney Phone

Attorney Email

Attorney Address

Patient Information

Patient Name

Date of Birth

Date of Injury

Clinical Information

Requesting Provider

Body Region / Laterality

Diagnosis / ICD-10 Codes

CPT Code(s) (surgery: list ALL anticipated codes, not just the primary)

Sessions / Units

MRI / Imaging Findings (paste verbatim for MTG compliance)

Conservative Care Completed (MTG requires documented duration and type)

Mechanism of Injury / Causation

Additional Clinical Notes (EMG/NCS, exam findings, pain scores, work status)

⚡Auto-Delivery Triggers— GHL webhooks + Keragon

📊

New MRI Results

MRI uploaded → auto status update → email attorney

🔪

Surgery Scheduled

Auth approved → notify attorney with date & facility

✅

Discharged

Patient discharged → compile demand package → queue review

⏰

30-Day Auto-Update

Every 30 days in active care → send status to attorney

📋

Authorization Submitted

New auth via portal → notify attorney of coordination

🚨

Gap in Care Alert

2+ missed appointments → alert attorney of claim risk

🔗Data Flow

🏥

eClinicalWorks

Patient data, visits, MRI

→

🔗

Keragon

API middleware

→

📱

GoHighLevel

Contacts, automations

→

📄

Doc Center

Generate & deliver

→

⚖️

Attorney

Branded PDF

📋Delivery Log— full audit trail

DATE	PATIENT	DOCUMENT	ATTORNEY / FIRM	METHOD	STATUS
02/28 2:14 PM	Maria Santos	Status Update	J. Reeves — Cohen & Stein	Email+GHL	Sent ✓
02/28 11:30 AM	Robert Chen	Demand Package	A. Rodriguez — Park & Maddox	Email	Sent ✓
02/28 10:05 AM	Destiny Williams	Lien Letter	M. Shapiro — Shapiro Law	GHL	Queued
02/27 4:45 PM	Andre Mitchell	Auth (MRI)	K. Patel — Bronx Injury	Email	Sent ✓
02/27 3:20 PM	Luz Ramirez	Status Update	T. O'Brien — O'Brien & P.	Auto 30d	Sent ✓
02/27 1:00 PM	James Wright	Demand Package	S. Kim — Victory Legal	Email+GHL	Draft

🔧Integration Architecture

IMPLEMENTATION ROADMAP

1Now: Manual letter generation — staff fills forms, clicks generate

2Week 2: GHL attorney directory auto-sync + email delivery

3Week 4: Keragon eCW integration — auto-populate patient data

4Week 6: Full automation — event-triggered doc generation + delivery

Stat Submission Deadlines

KPI Tracking

Weekly Meeting Schedule

Individual Team Tasks

Add Task

Surgical & Auth Stats

MRI & NCV Numbers

Outreach KPIs

Daily Stats

Generate Invoice

Document Command Center

🚗 Case & Accident Information

Upload Diagnostic Reports

Submission History

🔒 Encrypted Document Archive