How to Add and Manage Cases in Your Attorney Account

Última actualización Aug 26, 2026

This guide explains how to add and manage cases in your attorney account on MedXimity. Use cases to keep injured-party information, provider connections, case documents, and status updates organized in one place.

Quick Answer: How Case Management Works in Your Attorney Account

Your attorney dashboard lets you create a case, connect it to an injured party or patient profile, upload relevant documents, and update the case status as the matter progresses. This article provides attorney account case management help for common tasks such as adding a new case, finding an existing case, and organizing documents online.

Case tools are for account organization and communication support. They do not provide legal advice, determine case value, or replace your firm’s internal review process.

Before You Add a New Case

Before creating a case, confirm that you are signed in to the correct attorney or law firm account and that your user role has permission to create or edit cases. Some firms limit case creation, document access, or status changes to attorneys, administrators, or assigned staff.

If your firm is comparing case management software vs spreadsheets, MedXimity can help reduce scattered files by keeping case details, documents, and provider-related activity connected to the account. Your firm may still use other systems for calendaring, billing, litigation deadlines, or jurisdiction-specific legal workflows.

Have the basic case information ready before you begin. Avoid entering unnecessary sensitive information that is not needed for account or case-management purposes.

How to Add a New Case

Use these steps if you are looking for how to add a new case in your attorney account.

Sign in to your MedXimity attorney account.
Open your Dashboard.
Select Cases from the account menu.
Click Add Case or New Case.
Enter the required case information.
Link the case to an existing patient or injured-party profile, or create a new profile if that option is available.
Add any initial notes or documents your firm needs for internal organization.
Review the information for accuracy.
Click Save or Create Case.

After saving, the case should appear in your case list. If it does not, check filters, assigned user settings, or the troubleshooting section below.

Required and Optional Case Information

The required information for injury case setup may vary by account configuration, but most case forms include a mix of required and optional fields.

Common required fields

Injured party or patient name
Case name or internal case title
Case type or injury category, if used by your firm
Assigned attorney or staff member
Case status, such as active, pending, closed, or archived

Common optional fields

Date of incident or date range, if known
Provider or clinic connection
Claim number or internal file number
General injury notes
Document tags or folders

Use objective, work-related descriptions. For example, “lumbar treatment records requested” is usually more appropriate than detailed narrative notes that are not needed inside the platform.

How to Link a Case to a Patient or Injured Party Profile

To link patient profile to case records, use the patient or injured-party field inside the case form.

Open the case from your Cases list.
Select Edit Case or open the Patient/Injured Party section.
Search for the person by name, email, phone number, or internal identifier, depending on available fields.
Select the correct profile from the results.
If no profile exists, choose Create New Profile if your permissions allow it.
Save the case.

{{screenshot: Search field for linking injured party profile to case}}

If multiple profiles appear with similar names, confirm the correct profile before linking. Avoid creating duplicates unless you are certain the person is not already in the account.

How to Add or Organize Case Documents

You can manage injury case documents online by uploading files to the related case record. This may include correspondence, records received from providers, intake documents, or other files your firm uses for case organization.

Open the case.
Select the Documents tab or section.
Click Upload or Add Document.
Choose the file from your device.
Add a document title, category, or tag if available.
Click Save or Upload.

For example, back pain injury case documents might be organized with labels such as “initial evaluation,” “lumbar imaging report,” “treatment notes,” or “provider correspondence,” depending on what your firm receives and how your account is configured.

Do not upload documents that your firm is not authorized to store or share. If a document contains sensitive health, financial, or identifying information, confirm that access is limited to appropriate firm users.

{{screenshot: Case document upload and document category fields}}

How to Manage Provider Connections for a Case

Some cases may involve provider communication or documentation workflows within MedXimity. Provider connections can help your firm identify which clinic or provider is associated with a case, depending on your account tools and permissions.

Open the case.
Go to Providers, Care Team, or the related provider section.
Search for the provider or practice name.
Select the correct provider profile.
Save the connection.

If you are reviewing provider-side profile information, the article How to Claim and Verify Your Medximity Provider Profile explains how provider profiles are verified on MedXimity.

How to Edit Case Details or Update Case Status

If you need to know how to update case status, start from the case detail page.

Open Cases from your dashboard.
Select the case you want to update.
Click Edit, Update Status, or the status field.
Choose the new status, such as active, pending, closed, or archived.
Add a brief internal note if your firm uses status notes.
Click Save.

Only update status fields according to your firm’s workflow. Status labels are organizational tools and do not determine legal deadlines, claim value, or case outcome. Laws and deadlines, including statutes of limitations, vary by jurisdiction and should be reviewed by a licensed attorney handling the matter.

How to Find, Filter, or Reopen Existing Cases

If you cannot immediately find a case, it may be filtered, archived, assigned to another user, or saved under a different name.

Open Cases.
Use the search bar to search by injured-party name, case title, claim number, or internal file number.
Clear any filters such as status, assigned attorney, date range, or provider.
Check archived or closed case views if available.
Ask an account administrator to confirm your permissions if the case belongs to another team member.

Can I reopen a closed case? If your account permissions allow it, open the closed case, select Edit or Update Status, change the status back to active or another available status, and save. If the status field is locked, contact your firm administrator or MedXimity Support.

Privacy and Compliance Reminders for Case Information

Privacy rules for case information depend on the type of information, your firm’s obligations, applicable law, and any agreements governing use of the platform. Use MedXimity case tools carefully and enter only the information needed for account management and authorized workflows.

Do not add unnecessary medical, financial, or identifying details in general notes.
Limit access to users who need the information for their role.
Confirm authorization before uploading or sharing documents.
Use objective labels for documents and notes.
Follow your firm’s retention, confidentiality, and jurisdiction-specific procedures.

This help article is informational and does not provide legal advice. Consult qualified counsel or your firm’s compliance lead about specific privacy obligations.

Troubleshooting Common Case Management Issues

Why can’t I find my case?

Clear filters, search alternate names, check closed or archived cases, and confirm that you are in the correct law firm account. If your firm uses role-based access, you may not have permission to view every case.

The case will not save

Look for missing required fields, invalid date formats, file upload errors, or duplicate profile warnings. Complete the required fields and try again.

I created a duplicate case

If your permissions allow editing, update one case and archive the duplicate. If you cannot merge or archive cases, contact your firm administrator or MedXimity Support.

I cannot upload a document

Check the file type, file size, internet connection, and your document permissions. Rename the file with a clear title and try again.

Still Need Help?

If you still cannot add, edit, locate, or reopen a case, contact MedXimity Support through your account help menu or visit MedXimity Contact. Include your law firm account name, the case name if available, and a brief description of the issue. Do not include unnecessary sensitive case details in your support request.