Features How It Works Attorney Portal Request Demo Calculate My Revenue Gap
Case OptiX
Injury OptiX logo by Injury OptiX
Built For
Medical practices that treat personal injury patients on lien, LOP, or MedPay — and are tired of managing it in spreadsheets.
Personal injury lien, LOP & reduction management

Stop losing PI revenue
after treatment ends.

Case OptiX tracks reductions, patient drop-offs, final packets, attorney status requests, and policy-limit risk from one live dashboard.

Replace spreadsheet chaos. Give attorneys self-service visibility. Protect the revenue your team already earned.

Show Me What I'm Losing See where revenue leaks →
✓
Built inside an active PI orthopedic practice
✓
Discharge to packet in a day — not weeks
✓
Attorney portal included — self-service, zero calls
✓
Gmail integration — no new inbox to manage

* Based on internal workflow analysis from an active PI orthopedic practice seeing approximately 50–70 new PI cases/month

50–70
New PI cases a month — the volume Case OptiX runs every day inside its home practice
72h
Ghost Alert window — a patient who cancels and isn't rescheduled gets flagged before they fall off
10–15%
Of PI patients fall off treatment — generating a fraction of the billing with records too thin to support full case value
1 day
Discharge to packet-ready — the standard Case OptiX is built to hit, once records and billing are finalized

THE PLATFORM

Built for how PI practices
actually operate

Two views. One system. Provider staff see every case, every alert, every deadline. Attorneys get self-service visibility without ever calling your office.

Case Operations Dashboard — Provider View
Case OptiX provider dashboard showing personal injury cases by stage, alerts and overdue tasks
Provider & Staff View
Lien Command Center — Reduction Management
Lien Command Center showing lien balances, reduction offers and collection status
Reduction & Lien Tracking
Where the Money Goes

Post-treatment is where PI practices bleed. Most don't know how much until they look.

The billing happens. The treatment happens. But the gap between "case treated" and "case closed and paid" is where money disappears — in reductions that never confirmed, in patients who generated weak records, in staff hours spent answering questions that a system should answer automatically.

  • 📋
    "Reduction Accepted" doesn't mean collected

    You've already done the hard part — negotiated the reduction. But if no one's tracking whether the check actually arrived, "accepted" is just a label. Hundreds of thousands of dollars in agreed reductions can sit in limbo for years with no systematic follow-up and no confirmation the case ever closed.

  • 💸
    Patients who fall off don't disappear — they just cost you more than you realize

    When a patient stops coming in, you still get paid — but only a fraction. Incomplete treatment generates a quarter of the billing a full case would, and produces medical records too thin to support full case value. The attorney gets a weaker file. Everyone loses.

  • 📞
    Hours every week on calls that shouldn't need to happen

    One Case Coordinator. 50–70 new cases a month. Hours every week answering attorney status questions — looking up information, calling back, playing phone tag. And on the other end of the line? The attorney's case manager is burning the same hours asking questions your system should already answer for both of them.

  • 📦
    Built for PI — not adapted from a CRM

    Most practices cobble together spreadsheets, EHR workarounds, and email threads. Case OptiX was built inside an active PI orthopedic practice specifically because nothing else was built for this workflow.

❌ Without Case OptiX
✓ With Case OptiX
😰Status in a spreadsheet no one trusts
✅Real-time dashboard, one source of truth
📬Reduction emails buried in your inbox
✅Auto-detected, matched to case, task created
📞Staff fields attorney status calls all week
✅Attorney portal: self-service, zero calls
📂Packets compiled manually, sent ad hoc
✅Packet checklist generated on discharge — staff reviews and sends via secure link
💸Policy limits exceeded with no warning
✅Amber Alert at 80% — before it's too late
👻Patient cancels and quietly disappears
✅Ghost Alert within 72 hours — every time

Revenue Gap Calculator

Your numbers. Your actual leak.

Pre-filled with illustrative numbers. Adjust them to match your practice and see your revenue gap instantly.

Your Practice Numbers

Illustrative defaults — replace them with your practice's numbers.

Estimated Annual Revenue Gap

$0

left on the table every year

Patient Fall-Off Loss

— cases complete treatment early

$0

Unresolved Reduction Exposure

— open reductions with no tracking

$0

Staff Time Cost / Year

— hours/yr on avoidable calls

$0
See How Case OptiX Closes This Gap →
Platform Features

Every feature exists to protect or recover revenue

Built by an active PI orthopedic practice — because the people losing money built the system to stop losing it.

📊

Real-Time Operations Dashboard

Replace the spreadsheet with a live view of every case — stage, ownership, overdue tasks, and what needs your attention today. No hunting. No guessing.

✨

Magic Link Status Updates

No logins, no training required. Send a branded email with one-click status buttons. The database updates the moment they click. Ten cases done in 60 seconds.

⚖️

Reduction Request Management

Reduction requests are captured, matched, assigned, tracked, and escalated automatically — before they disappear in the inbox.

📦

Automated Final Packet Workflow

When a patient discharges, a checklist builds itself from their treatment history. One click sends a complete, organized record packet to the attorney via secure link.

🚨

Policy Limit Amber Alerts

Input the coverage limit at intake. Get an automatic alert when billing hits 80% — before you've billed past the limit with no path to collect the overage.

👻

Ghost Alert — Patient Retention

If a patient cancels and isn't rescheduled within 72 hours, the dashboard flags them immediately. No more patients quietly falling off the treatment track.

How It Works

From intake to close — every stage where revenue gets protected.

Most PI revenue loss happens in the gaps between systems. Case OptiX closes those gaps at every stage — automatically, with alerts, with audit trails, with no manual chase required.

01

Case opens, record begins

Patient, claim, insurer, attorney, and ownership fields set at intake. The nine-stage pipeline starts tracking from day one.

02

Treatment progresses automatically

Ghost Alerts fire if a patient disappears. Policy Limit Alerts fire if billing approaches the coverage ceiling. Your dashboard shows it all.

03

Discharge triggers the packet

Integrated with Modernizing Medicine — discharge triggers a Final Packet task automatically. Checklist builds from the patient's history. Attorney receives a secure download link.

04

Reductions managed to close

Every reduction request is captured, tracked through negotiation, and closed — even when payment arrives without a written acceptance. Nothing falls through the inbox.

Integrations
Modernizing Medicine
Gmail
+ Additional EHR integrations in development
⚡ Native EHR Integration

Connected directly to Modernizing Medicine.
No manual data entry. No double systems.

Case OptiX integrates natively with Modernizing Medicine — the EHR built for orthopedic and specialty practices. Patient data, discharge triggers, visit records, and billing flow in automatically. Your staff documents once in the EHR. The platform handles everything that happens next.

Discharge in EHR triggers Final Packet automatically
Patient and visit data synced — no imports or exports
Billing data feeds directly into case and policy limit tracking
Additional EHR integrations in active development
Don't see your EHR? Tell us what you use — integrations are prioritized by demand.

Attorney Portal — Case OptiX Live
Williams, Ronald
Claim #SF-2025-44192 · State Farm · Harper & Cole
Treatment Complete
Initial Evaluation
May 19, 2025
MRI Ordered & Reviewed
May 22, 2025
Treatment Completed
Aug 14, 2025
Final Packet Sent
Aug 19, 2025
Demand Sent — Awaiting Response
Sep 3, 2025
$14,820Total Billed
$15,000Policy Limit
12Total Visits
Attorney Portal

Your Case Coordinators stop chasing. Their case managers stop waiting.

Give attorneys the visibility they want without turning your staff into their status-update department. The Case OptiX attorney portal gives law firm case managers real-time self-service access to every shared case — no phone calls, no email requests, no interruptions.

  • 👁
    Real-time case stage tracking

    Treatment status, discharge flag, and billing total — live, without asking your staff or waiting on a callback.

  • 📥
    One-click record downloads

    Notes, imaging, billing ledger — available the moment your team marks the packet complete. No requests, no delays.

  • ⏱
    One-click status updates

    Law firm case managers update case status from a Magic Link email — no login, no password, no phone tag.

Request a Demo

Find out what your practice is actually leaving behind.

In 30 minutes, we'll walk through your current workflow and show you exactly where Case OptiX closes the gaps — no commitment, no pressure, just a real look at your revenue picture.

We respond within one business day. In 30 minutes, we'll map your current PI workflow, estimate your post-discharge revenue gap, and show where Case OptiX closes the loop.