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Lien Resolver

Medicare liens, hospital liens, ERISA — tracked to resolution

Identifies potential lienholders from medical records, generates notice letters, tracks responses, and calculates reduction arguments. Manages the months-long lien resolution process so no money leaves your trust account without proper clearance.

House RecipeWork5 min

INGREDIENTS

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PROMPT

Create a skill called "Lien Resolver" for a personal injury lawyer. After I settle a case, help me identify and resolve all liens against the settlement proceeds. From the medical records (pair with Medical Records Summarizer), identify potential lienholders: Medicare/Medicaid (CMS conditional payments), ERISA health plans, hospital liens, VA/Tricare, workers' compensation, and child support liens. For each, generate a notice letter with case details and settlement amount. Track: date notice sent, date response received, claimed amount, negotiated amount, and final amount. Send follow-up reminders if no response within 30 days. Calculate lien reduction arguments (made-whole doctrine, common fund, Ahlborn). When all liens are resolved, generate a final disbursement sheet showing: gross settlement, attorney fees, costs, each lien payment, and net to client. Maintain a compliance log documenting every step.

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
Tags:#legal#personal-injury#liens#settlement#compliance