Powerful Features
Everything you need to manage medical liens efficiently and scale your operations.
AI-Powered Document Processing
Powered by Google Document AI, LienLogix automatically processes incoming documents and extracts critical information with industry-leading accuracy.
Our intelligent pipeline handles:
- Patient name and date of birth extraction
- Medical provider identification
- Treatment dates and service details
- Lien amounts and billing information
- Automatic letterhead generation
- Document assembly and organization
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GCS bucket monitoring
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Document AI integration
Entity Extraction
Names, DOB, amounts, dates
Intelligent Client Matching
Our advanced matching algorithm ensures documents are linked to the correct client records with high confidence.
Fuzzy Name Matching
Using similar_text() with a 70% threshold, our system matches names even with minor spelling variations, typos, or formatting differences.
Levenshtein Distance Scoring
Advanced string comparison algorithms calculate edit distances to determine the closest matching records in your database.
Confidence Scoring
Every match receives a confidence score. 80-100% = High Confidence (auto-matched), 60-79% = Medium (review suggested), below 60% = Manual review required.
Unmatched Record Queue
Documents that can't be automatically matched are queued for manual review with suggested possible matches for quick resolution.
Multi-Channel Document Ingestion
Accept documents from any source with our flexible ingestion options.
SFTP Integration
Secure file transfer protocol for automated provider uploads. SFTPGo integration allows medical providers to submit documents directly.
Web Upload Portal
Drag-and-drop interface for manual uploads. Support for PDF, images, and scanned documents with instant processing.
Mass Import
Bulk import capabilities for migrating existing records or processing large batches of historical documents.
Role-Based Access Control
Secure, multi-tenant architecture with dedicated portals for each user type.
| Role | Access Level | Key Capabilities |
|---|---|---|
| Admin | Full System Access | User management, system settings, all clients, audit logs, configuration |
| Manager | Full Client Access | All client operations, reporting, document management, no admin settings |
| Law Firm | law_firm_id Filtered | View and manage only their assigned clients, case communications |
| Provider | Junction Table | Access only treated patients via client_provider table, upload documents |
Comprehensive Client View
Everything you need to know about a client in one unified interface.
Client Details
Complete client information including contact details, case information, and demographic data at a glance.
Case Manager
Assigned case manager details with direct email functionality for quick communication and coordination.
Financial Overview
Role-based visibility of financial details including lien amounts, payments, and outstanding balances. (Admin/Manager only)
Medical Records
Complete treatment history with provider information, dates of service, and associated documentation.
Document Management
Drag-and-drop file uploads with GCS signed URLs for secure document access and organization.
Notes & Communication
Timestamped notes and communication history for complete case documentation and collaboration.
Lien Aging Tracking
Monitor lien age from creation to resolution with automated aging reports and escalation workflows.
LienLogix tracks every lien from the moment it enters the system, providing real-time visibility into aging timelines. Identify stale liens, prioritize follow-ups, and ensure nothing falls through the cracks.
- Automated aging calculations from lien creation date
- Configurable aging buckets (30, 60, 90, 120+ days)
- Color-coded dashboard indicators for at-risk liens
- Automated escalation alerts when liens exceed thresholds
- Aging summary reports by law firm, provider, and status
- Historical aging trend analysis for operational insights
Claims & Document Generation
Send claims directly through Claim.md, generate MSPRP documents, and create demand letters - all from one platform.
Claim.md Integration
Send medical claims directly to payers through Claim.md's clearinghouse. LienLogix integrates with Claim.md to streamline claim submission, track claim status in real-time, and receive electronic remittance advices (ERAs) without leaving the platform.
- Direct claim submission to payers via Claim.md
- Real-time claim status tracking and updates
- Electronic remittance advice (ERA) processing
- Automated claim validation before submission
MSPRP Document Generation
Generate Medicare Secondary Payer Recovery Portal (MSPRP) documents directly within LienLogix. Create compliant MSPRP submissions with pre-populated client and case data, reducing manual effort and ensuring accuracy for Medicare reporting.
- Auto-populated MSPRP forms from case data
- Compliant document formatting for Medicare submission
- Batch MSPRP document generation for multiple cases
- Document templates ready for MSPRP portal upload
Demand Letter Generation
Automatically generate professional demand letters with case-specific data. Pull lien amounts, provider details, treatment histories, and client information directly into customizable letter templates for fast, accurate correspondence.
- Customizable demand letter templates
- Auto-populated case and financial data
- Batch generation for multiple claims
- PDF export with professional formatting
Direct Claims Sending
Submit claims directly from LienLogix without switching between systems. Our integrated workflow lets you prepare, validate, and send claims to payers in a single streamlined process, with full audit trails and delivery confirmation.
- One-click claim submission from case view
- Pre-submission validation and error checking
- Full audit trail of all submitted claims
- Delivery confirmation and rejection tracking
Enterprise Integrations
Built on proven technology with seamless third-party integrations.
Google Cloud Storage
Secure, scalable document storage with signed URLs for controlled access.
Google Document AI
Industry-leading OCR and entity extraction for automated document processing.
MySQL Database
Robust relational database for structured data with comprehensive audit logging.
SFTPGo
Secure file transfer for provider document uploads with automated processing.
Experience LienLogix Today
See how our AI-powered platform can transform your medical lien management operations.