PI Settlement Lien Tracking and Resolution

How It Works

After a PI settlement, you can't disburse funds until all liens are resolved.

Medicare alone can take 3-6 months. This skill manages every lienholder from

identification through final resolution.

What You Get

• Lienholder identification from medical records (Medicare, Medicaid, ERISA, hospitals, child support)
• Notice letter generation for each lienholder
• Response tracking with follow-up reminders
• Lien amount recording and reduction argument calculations
• Final disbursement sheet generation
• Compliance documentation for your file
• Section 111 MSP reporting tracking (if applicable)

Setup Steps

1. Run Medical Records Summarizer first to identify all providers
2. Identify applicable lien types for this case
3. Generate and send notice letters
4. Track responses and negotiate reductions
5. Generate the final disbursement sheet

Tips

• Send notice letters immediately after settlement — the clock starts ticking
• Medicare conditional payment amounts are often inflated — always request an itemized statement
• Track every communication — incomplete documentation is the #1 source of personal attorney liability
• The disbursement sheet must account for every dollar before you cut a single check