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 DataMRI 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
RecurringIndividual Team Tasks
This Week
📋
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
Insurance & Claim
Workers’ Comp
No-Fault
Attorney Contact (internal tracking)
Patient Information
Clinical Information
⚡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 | 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 | 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