Personal Injury API

Third-party applications in Clio have the ability to interact with the Personal Injury Add-On by adding entities for the Medical Records, Damages and Settlement pages.

On the onset of a personal injury matter, integrators can add a Medical Records Details entry to track their client's treatment status, medical record files and medical bills on the Medical Records page. As the case progresses, all medical bills and damages created can be tracked from the Damages page to help the client recover the cost of their injuries. Liens originating from medical bills will appear in the Settlement sub-tab, which will include a determination of the client's compensation.

Creating a Medical Records Detail

Medical Records Details allow you to track requests for medical records and medical bills, track treatment dates, follow up on requests, upload medical files, and track liens and outstanding balances that need to be paid out of the settlement all in one place.

Medical Records Details appear on the Matters page in the Medical Records sub-tab.

The full API reference for the Medical Records Details, Medical Records, and Medical Bills endpoints can be found in our API Reference page.

Medical Records Details are created by making a POST request to the /api/v4/medical_records_details endpoint. The request must include the following parameters:

Parameter	Type	Description
medical_provider_id	number	The ID of a Clio Manage Contact to be associated with this Medical Records Detail as a Medical provider.
matter_id	number	The ID of the matter to which the Medical Records Detail belongs.

A sample request body is shown below:

{
 "data": {
   "matter_id": <matter.id>,
   "medical_provider_id": <medical_provider_contact.id>,
 }
}

Creating Medical Records and Medical Bills

Medical records are a specific type of document from medical providers representing pertinent medical details in a personal injury case. In the context of the Personal Injury add-on in Clio Manage, Medical Records are associated with a Medical Records Detail object & a Document. The document must be uploaded to Clio Manage prior to creating the Medical Record - see the API Reference page for details on uploading documents using the API. Once the document is in Clio Manage, a Medical Record can be created at the same time as a Medical Record Detail by providing a medical_records field in the body data of the POST request to /api/v4/medical_records_details.

Medical bills are the statements of charges for the medical services provided, and will be consolidated on the Damages sub-tab under "Medical Damage Summary". These can also be created at the same time as a Medical Record Detail by providing a medical_bills field to the body data of the POST /api/v4/medical_records_details request.

Medical records and bills can be added to existing Medical Records Details by including the medical_records or medical_bills fields in a PATCH request to the /api/v4/medical_records_details endpoint.

See the API reference for a comprehensive list of available fields for Medical Record and Medical Bill objects.

Below is a sample request body for a POST request to /api/v4/medical_records_details which creates a Medical Records Detail and associated Medical Records and Medical Bills:

{
 "data": {
   "bills_status": "requested",
   "description": "Medical Record Details",
   "in_treatment": true,
   "matter_id": <matter.id>,
   "medical_bills": [
     {
       "adjustment": 0,
       "amount": 100,
       "balance": 0,
       "bill_date": "2019-08-24",
       "bill_received_date": "2019-08-24",
       "document_id": 347593,
       "name": "string",
       "mark_balance_as_lien": true,
       "payers": [
         {
           "amount": 100,
           "holder_id": <contact.id>,
           "mark_as_lien": true
         }
       ]
     }
   ],
   "medical_provider_id": <medical_provider_contact.id>,
   "medical_records": [
     {
       "document_id": <document.id>,
       "end_date": "2019-08-24T14:15:22Z",
       "start_date": "2019-08-24T14:15:22Z"
     }
   ],
   "records_follow_up_date": "2019-08-24T14:15:22Z",
   "records_request_date": "2019-08-24T14:15:22Z",
   "records_status": "received",
   "treatment_end_date": "2019-08-24T14:15:22Z",
   "treatment_start_date": "2019-08-24T14:15:22Z"
 }
}

Updating and Deleting Medical Records and Medical Bills

To update or delete a specific medical record, refer to the Medical Records endpoint.

To update or delete a specific medical bill, refer to the Medical Bills endpoint.

Working with Damages

You can record additional damages beyond accrued medical bills, such as lost wages and future medical care needs.

For Medical-Related Damages, use the /api/v4/medical_records_details endpoint to create new Medical Bills. These will appear on the Damages sub-tab consolidated as a "Medical Damage Summary".

Use the /api/v4/damages endpoint to create non-medical damage entries that will appear on the Damages sub-tab of the Matter.

Parameter	Type	Description
amount	number	The amount of the damage
damage_type	string	One of: special - recorded economic or pecuniary damages that can be clearly determined and compensate your client for their quantifiable financial loses general Damages that don't have a clear dollar value, e.g Pain and Suffering other - recorded punitive, nominal and aggravated damages
description	string	A description of what the damage is.
matter_id	number	The ID of the matter to which the damage belongs.

Below is a sample request body for a POST request to /api/v4/damages to create a new Damage object:

{
  "data": {
    "amount": 1000,
    "damage_type": "special",
    "description": "Damage Description",
    "matter_id": <matter.id>
  }
}

The full API reference for the Damages endpoints can be found in our API Reference page.