Medical Overview Economic Damages Ledger

Overview

The economic damages ledger is the itemized financial record inside a Medical Overview. It holds one line per service: the provider, the date of service, what was billed, what was adjusted, what was paid, and what is still outstanding, with totals across every entry.

The ledger is built from the medical bills and Explanation of Benefits documents in the matter, and it is editable. An edited value becomes the value Eve uses everywhere else.

How It Works

When medical records, bills, and EOBs are processed in a matter, the financial information in them is extracted into ledger lines: provider name, date of service, billed charge, contractual adjustment, payment received, and the remaining balance calculated from those.

Every entry links back to the section of the source document the figure came from, so any line can be traced without leaving the ledger.

Totals recalculate as the ledger changes. That includes changes Eve extracted and changes a person made.

Editing and excluding

Entries can be edited directly to correct an extraction error, add something the document did not surface cleanly, or update a payment or adjustment.

A line can be taken out of the damages calculation by unchecking it. An excluded line stays visible for reference and stops contributing to totals. It is not deleted.

Working at the same time as colleagues

Several people can edit the ledger at once. There is no locking and no taking turns.

Every edit is attributed, meaning the ledger records who changed a value and when. That history appears in the References column change log.

Where edited values go

An edited ledger value becomes the authoritative figure for that matter. Eve uses it when answering questions in chat and when a drafting agent produces a document, so a correction made once does not need repeating anywhere else.

Missing Documentation

While building the ledger, Eve flags gaps: a medical record with no matching bill, or a bill with no supporting record. Those flags are covered in 📄 Medical Overview Missing Records Flags.

When new medical documents arrive, Eve prompts for the Medical Overview to be re-run against them. Previous versions remain available to switch between.

What the Ledger Does Not Do

• It does not check its own arithmetic against anything. Totals are calculated from the extracted figures, and a figure extracted wrongly produces a total that is wrong and looks right. A number driving a decision is worth opening.

• It only sees what is in the matter. A bill nobody uploaded is not a gap Eve can flag as missing unless a record references the visit.

• An excluded line is excluded from totals, not from the record. It stays visible, which matters when someone else opens the ledger and wonders where a charge went.

Key Terms

• Total charges: The amount originally billed by the provider for the service.

• Adjustments: Contractual write-offs between provider and insurer, or other reductions to the billed amount that are not patient payments. Usually found on the EOB.

• Net charges: Total charges minus adjustments.

• Payments made: Payments received from insurers, the patient, or another party.

• Outstanding balance: Charges minus adjustments minus payments, for a single service line.

• Attribution: The record of who changed a ledger value and when, shown in the References column change log.

• EOB: Explanation of Benefits. The insurer document showing what was billed, adjusted, and paid.