How to Integrate MoveDocs with Your Existing Case Management Software

Introduction

Introduction

Integrating MoveDocs with your existing case management software (CMS) can significantly streamline your personal injury case workflows by delivering real-time medical bills, records, and appointment information directly into your case files. This guide provides clear, step-by-step instructions to activate and utilize the MoveDocs integration, helping law firms and healthcare providers enhance efficiency and maintain smooth communication.

Why Integrate MoveDocs with Your CMS?

Seamlessly connecting MoveDocs with major case management systems like Filevine, CASEpeer, and vCase allows you to access critical personal injury data within your existing workflows. This integration delivers:

• Automated delivery of medical bills and records 24/7.
• Real-time appointment scheduling updates.
• Streamlined negotiation support for medical bill disputes.
• Access to plaintiff funding and settlement management features.

Prerequisites

Before starting, ensure you have:

• An active MoveDocs account.
• Access to your CMS with administrator rights to manage integrations.
• Contact information for your MoveDocs representative.

Step-by-Step Integration Instructions

1. Log into your case management software and navigate to the 'Account Settings' section.
2. Select the 'Integrations' tab or menu option.
3. Locate the 'MoveDocs' integration and click 'Activate' to enable it.
4. Copy the API key provided after activation and securely save it.
5. Share the API key with your MoveDocs representative to complete the integration setup.

Using the Integration Effectively

Once the integration is active, your CMS will receive:

• Automatic updates of medical bills and records.
• Real-time appointment scheduling information.
• Streamlined access to funding and negotiation support features.

This seamless data flow allows legal and healthcare professionals to manage cases more efficiently, reduce administrative burden, and keep case files current without manual data entry.

Support and Additional Resources

If you need assistance during the integration process or encounter any issues, please contact your MoveDocs representative or visit the MoveDocs support page at https://movedocs.com/support. Additional integration details and updates are available to help optimize your experience.

Conclusion

Integrating MoveDocs with your case management software enhances your ability to manage personal injury cases efficiently by providing reliable and timely access to essential medical and billing data. Follow the steps outlined above to activate this integration and leverage its full potential to improve productivity and case outcomes.