Gloria Jaramillo Echavarria

PRE - LITIGATION CHECKLIST Initial Call to the Client. Add Client Rating in CoCounselor. Health Insurance Lien Sent. Open Records Request Sent. Police Report Received and in the Client’s file. Add property Damage Rating from Police Report into CoCounselor. Property Damage Photos Received. Set up Insurance Claims and send out Letters of Representation. Property Damage Esitmate Received from Insurance Provider. Wage Loss Form sent to the client. Wage Loss Form Completed. Client Check Stubs and/or three (3) Years Taxes received. Wage Loss Amount entered into Loss Wages Section. Treatment Summary Tab Completed. Accident Info Tab Completed. MedPay/PIP Demand Sent. Liability and UM Insurance Declaration Pages are in the Client's file. Liability and UM Insurance Policy Limits Entered. Insurance adjuster information Updated. All Certified Medical Bill & Records Received. Health Insurance Final Lien Received Medical Records and Bills Redacted. All Medical Facilities Listed in the Medical Provider Tab. All Case Expenses entered into the Case Expenses Tab. Demand Drafted for Review.