Scheduling PI Cases on a Signed Lien (with Optional LOP)

Lien-based PI scheduling should be the simplest part of running a personal injury case. With the right intake, you can have your client scanned the same week, with billing and records ready when you need them. Here's the playbook our case-management team uses with hundreds of California firms.

Our policy in one line: A signed medical lien is required for every PI case. A Letter of Protection (LOP) is welcome as supporting documentation but does not replace the lien. See our Lien vs LOP explainer for the full policy.

Step 1 — Open the case

Open a new case in the Law Firm Portal and upload three documents:

1. The signed medical lien (required)
2. The prescription or referral from the treating physician
3. A short case summary noting accident date, body parts injured, and any priors

A signed Letter of Protection on firm letterhead is welcome and helpful as supporting documentation, but it does not replace the lien. If any required document is missing, our case coordinators will follow up the same day — they won't sit in a queue.

Step 2 — Choose a location

Use the portal's facility map to filter by modality, body part, and ZIP. Every Precise center accepts PI cases on a signed lien, so you're optimizing for travel time and scheduling availability, not lien acceptance. Most metros have multiple sites within a 15-minute drive, and we'll suggest the next available appointment across all of them.

Step 3 — Confirm with the client

Once you've selected a time, the portal sends the client a confirmation by SMS and email with the facility address, parking notes, prep instructions, and a one-tap rescheduling link. They can ask for a Spanish-language confirmation in the same step.

Step 4 — Day of the scan

Clients arrive 15 minutes early with photo ID. They don't need any payment information, insurance card, or claim number — the signed lien on file is all that's required. The technologist verifies the body part against the prescription and any new symptoms before the scan begins.

Step 5 — Records and billing

Within 24 hours of the scan:

• The radiologist's report is posted to the portal
• The DICOM images are available for download
• The itemized bill is uploaded with a running total per case
• Any prior imaging on file is cross-linked for your expert's review

You can request a certified records copy at any time directly from the case page.

Step 6 — At settlement

When the case resolves, send the settlement letter through the portal. Our lien negotiation team responds within 5 business days with a written reduction proposal based on the case facts. Once accepted, we issue the satisfaction within 10 business days and close the matter.

Common questions

Is an LOP enough on its own? No. An LOP is welcome and helpful, but a signed medical lien is required for every PI case before imaging is scheduled.

Can you scan a client with multiple body parts in one visit? Yes — we'll sequence MRIs of multiple joints in the same appointment whenever the body part list allows.

Do you accept liens for out-of-state attorneys with California-resident clients? Yes, as long as the lien names a California-resident client and a California treating provider.

Can my paralegal manage the portal? Yes. You can grant per-user access with read-only or full-edit permissions on a per-case or firm-wide basis.

Questions about a specific case? Call case management at 800-558-2223 or message us in the portal.