PI case management.
Doctor communication. Solved.
Connect directly with treating chiropractors, physical therapists, and specialists. Track medical liens, exchange PHI securely, manage records via FHIR, and close cases faster — all in one platform.
From first call to settlement — end to end
Every step of the PI case lifecycle is managed in one place. Attorney, providers, and client all have role-specific views connected to the same case.
Client opens a patient account
Your client creates a free MedXimity patient account. They become the owner of their health record and control all PHI access. Their portal is the single source of truth.
Client selects and books a treating provider
They book with a verified chiropractor or PT directly on MedXimity — in-person or telehealth. You see their treatment activity in real time, with consent.
You communicate directly with providers
Message the treating provider through the Case Hub. Request functional outcome reports, clarify timelines, and share lien agreements — all documented and time-stamped.
Exchange PHI and medical records securely
Native PHI transfer for MedXimity providers. FHIR R4 bridge for providers on Epic, Athena, or any external EHR. Every transfer requires a signed digital patient authorization.
Track liens and monitor treatment progress
Every medical lien is logged automatically. Outcome tracking gives you objective functional data at each stage — ready for demand letters and deposition.
Close the case, resolve all liens
Notify providers of settlement through the platform. Coordinate lien resolution, get digital confirmation from all parties, and archive the case in full.
Medical records delivered to your case file
Whether the provider uses the MedXimity DPC EHR or an external system like Epic or Athena, records reach your case file securely and in minutes — not days.
Patient signs authorization
Digital HIPAA authorization signed in the patient portal. Countersignature by attorney logged automatically.
PHI transfer initiated
Attorney requests specific records from the case hub. Provider receives a secure, in-platform notification.
Provider releases records
Provider selects and releases chart notes, SOAP records, labs, and imaging — all natively within MedXimity.
Records arrive in case file
Delivered instantly. Every document is time-stamped, immutable, and audit-logged. Ready for discovery.
Patient authorizes FHIR access
SMART on FHIR authentication initiated. Patient grants scoped access to their records at the external provider's system.
FHIR bundle requested
MedXimity sends a structured FHIR R4 query to the external EHR API — requesting specific clinical resources.
Records translated and received
FHIR resources (Encounter, Condition, Observation, DocumentReference) are normalized and delivered to the case file.
Delivered to case file
Same end result as native PHI — structured, searchable, audit-logged, and ready for demand letters and discovery.
Every lien. Every provider. One view.
No spreadsheets. MedXimity logs every medical lien the moment it's signed, tracks amounts, and flags outstanding balances at settlement time.
| Provider | Specialty | Amount | Date Signed | PHI Transfer | Status |
|---|---|---|---|---|---|
| Dr. A. Rivera | Chiropractic | $2,400 | Mar 12, 2026 | Native PHI | Active |
| Empower PT | Physical Therapy | $1,800 | Mar 19, 2026 | Native PHI | Active |
| Advanced Imaging | MRI / Radiology | $950 | Mar 15, 2026 | FHIR R4 | Pending |
| Dr. S. Kim | Pain Management | $600 | Apr 1, 2026 | FHIR R4 | Settled |
Every milestone tracked automatically
From injury to resolution — the case timeline logs every appointment, record transfer, lien, and communication. One document you can show at any stage of litigation.
Accident & initial chiro visit
Patient booked via MedXimity, consent signed
Medical liens signed
Chiro and PT liens logged — $4,200 total
PHI & FHIR records received
Chart notes, SOAP records, imaging transferred securely
Functional outcome reports requested
Chiro and PT outcome reports delivered via Case Hub
Demand letter in preparation
All records compiled. Demand letter being drafted.
Settlement & lien resolution
Coordinate with all providers via Case Hub
Case Hub
Secure messaging among attorney, treating providers, and client — all time-stamped.
Digital Records
PHI and FHIR transfer with full audit log. No fax. No mail.
Lien Register
Log, track, and resolve all medical liens. Outstanding amounts always visible.
Outcome Reports
Request standardized functional outcome data from any treating provider.
Case Timeline
Every event logged chronologically. One exportable record for discovery.
Provider Verification
Credentials, malpractice standing, and licensure — all verified and current.
e-Signature
Authorizations, lien agreements, and settlement docs — signed digitally by all parties.
Client Portal
Clients see case status, sign documents, and communicate with you directly.
Start managing PI cases smarter.
Join attorneys using MedXimity to eliminate provider phone tag, track liens automatically, exchange records securely, and close cases faster.
Attorney-client privilege protected. All communications encrypted. Patient consent required before any PHI or FHIR record access.