PiMedLinkMedical care connected to every case
Website
SL

Medical provider workspace.

Two new referrals and four treatment updates need review.

Accept Maya Chen’s referralRecords packet is complete
Update Omar’s treatment planNext visit is tomorrow
Release three reportsAttorney access is verified
Active referrals12 9 confirmed
New matches3 under 8 miles
Records due7 2 urgent
Unread inbox7 4 from Gmail
Lead trackerLast 7 days · 36% of new leads reached scheduling
14 new leads, including 4 unread Gmail referrals.
Today’s case activityReferral and treatment milestones
MC

Maya Chen

37 years · Auto collision · DOI Aug 16 · Case PI-2841

Identity, consent, and lien verified
Patient and clientMaya Chen · DOI 08/16/2026
Case IDPI-2841
Lien statusLOP signed
Treatment stageActive care
Next appointmentPain mgmt · Tue 9:30
Primary injuryCervical and lumbar pain
Case stageActive care
Last updateToday · 8:42
Next appointmentTue · 9:30
Records request dueMRI report and itemized billing are due to the law firm by Friday.
Today
8:42 AM
Provider accepted referral

Accentra Medical confirmed a pain management consultation for Tuesday at 9:30 AM.

✓ Team notified
Aug 21
3:15 PM
Records packet delivered

Incident summary, imaging, demographics, and signed LOP were sent securely.

✓ Access verified
Aug 20
10:00 AM
PiMatch completed

Three lien-ready providers were ranked by specialty, distance, availability, and case fit.

Treatment eventProviderLocationStatus
Pain management consultTue · 9:30 AM
Dr. Goonjan ShahLos AngelesConfirmed
Orthopedic evaluationAug 20 · 10:00 AM
Dr. Raj AhluwaliaSanta MonicaCompleted
Initial chiropractic visitAug 18 · 2:20 PM
Dr. Monica RayGlendaleCompleted
AppointmentPurposeProviderStatus
Tue · 9:30 AMAccentra Medical
Pain managementDr. Goonjan ShahConfirmed
Sep 2 · 1:00 PMWestside Orthopedics
Follow-upDr. Raj AhluwaliaProposed
Medical reportSourceDateStatus
Cervical MRI reportRadiology interpretation
West Coast ImagingAug 21Requested
Orthopedic evaluationInitial findings
Westside OrthopedicsAug 20Available
Treatment status updateFunctional progress
Motion CareAug 19Reviewed
DocumentTypeAddedStatus
Letter of protectionSigned PDF · 4 pages
LegalAug 20Verified
Medical releasePatient authorization
ConsentAug 20Verified
Incident summaryAttorney case brief
LegalAug 19Shared
Lien itemProviderAmountStatus
Orthopedic evaluationStatement 980143
Westside Orthopedics$1,850.00On lien
Pain management consultEstimate
Accentra Medical$950.00Authorized
ConversationChannelLast activityStatus
Pre-visit questions3 messages
Secure portalToday · 8:55Replied
Lab reminderAutomated reminder
SMSAug 18Delivered
Reduce pain and restore mobility

Complete four weeks of conservative treatment before reassessment.

On track
Specialist evaluation

Complete pain management consultation and review intervention options.

Scheduled
Records completion

Obtain MRI report and itemized billing before Friday.

Needs action

Appointments

August 24 to August 28 · All referred providers

2 pending · 1 conflict · 1 opening
Monday, August 24Next opening · 2:40 PM
9:0040 min
MC
Maya ChenPain management consult · PI-2841
Accentra MedicalDr. Goonjan Shah
Confirmed
9:4045 min
OR
Omar ReedOrthopedic evaluation · PI-2810
Westside OrthopedicsDr. Raj Ahluwalia
Records due
10:3045 min
LA
Lena AlvarezInitial chiropractic visit · PI-2799
Motion CareDr. Monica Ray
Intake due
11:2020 min
SW
Sam WilsonImaging review · secure video
Provider conflictAlternate time requested
Conflict
11:5030 min
Case conferenceLaw firm and provider team
Secure videoMaya Chen · PI-2841
Confirmed
12:3030 min
RB
Riley BrooksOrthopedic follow-up · PI-2733
CancelledPatient requested · 8:14 AM
Open slot
Drag an appointment, or use its move control, then choose a day.
Unified inboxGmail and PiMedLink conversations
Bryant LawGmail · New external lead
Lead candidateNeeds reply
Today, 8:34 AM
FromSarah Lee, Bryant Law <referrals@bryantlaw.example>
Toinfo@accentramedical.com
SubjectNew PI referral, pain management in Encino

Hi Accentra team,

We have a new auto-collision client in Encino who needs an initial pain management consultation. Spanish-speaking staff is preferred. The client is available Tuesday or Wednesday morning.

Can your office accept the matter on an LOP and send the earliest opening?

Thank you,
Sarah Lee
Bryant Law

Draft only · Human approval required

Connections and automation

Manage identity, inbox access, and assisted workflows independently.

Workspace protected
Google Workspace SSOSign in and user identity
Connected
Identity only. Google SSO lets staff sign in. It does not grant access to Gmail inbox content.
Workspace domainaccentramedical.comVerified
Sign-in policyGoogle account required12 users
Session security2-step verificationRequired
Last checked today at 8:02 AM
Gmail mailbox syncInbox monitoring and replies
2 synced
Separate mailbox permission. Gmail sync controls exactly which inboxes PiMedLink can monitor and which actions are allowed.
Primary mailboxinfo@accentramedical.comSynced 2 min ago
Referral mailboxreferrals@accentramedical.comSynced 4 min ago
Approved accessRead, label, draft, sendAdmin controlled
New mail appears in the unified inbox

DrChrono integration

Connect the medical practice without replacing its EHR workflow.

Prototype only, no data connected
DrChronoPractice EHR and scheduling
Not connected
Recommended connection. Staff approve access through DrChrono OAuth. PiMedLink stores links and sync status, while DrChrono remains the clinical system of record.
Practice workspaceAccentra Medical
Connection ownerPractice administrator
Patient matchingChart ID, date of birth, email
Write policyStaff approval before creating patients, appointments, or documents
PatientsCalendarClinicalDocumentsBilling
OAuth preview, credentials are not configured.
Recommended MVP mappingTurn each resource on separately after the practice approves access.
Least access first
DrChrono resourcePiMedLink surfaceDirectionRuleOn
PatientsDemographics and chart IDCase patientOne linked chart per caseTwo wayMatch first, create only after staff approval
Appointments and openingsProvider, office, status, scheduled timeAppointmentsEmail matching and bookingTwo wayLive updates, conflict check before write
Clinical notesLocked note and encounter linkageTreatment updatesReport-ready milestoneInto PiMedLinkShow only when the note is locked
DocumentsLOP, referral packet, reportsCase filesTagged by case and patientTwo wayManual approval for every upload
Line items and transactionsCharges and payment activityLien ledgerBalance and invoice statusInto PiMedLinkRead-only MVP, scheduled delta sync
TasksClinical and office follow-upsWork queueLinked operational tasksInto PiMedLinkOptional after core case sync is stable
Initial backfillBulk API jobsPatients, appointments, notes, billing
Live updatesVerified webhooksAppointments, notes, patients, tasks
Scheduled deltasDocuments and billingPoll resources without event coverage
MCMaya ChenPiMedLink PI-2841, DrChrono chart DC-11872
Patient chartName, DOB, phone, email, preferred languageMatched
Next appointmentTue, Aug 25 at 9:30 AM, Encino, Dr. ShahSynced
Clinical reportInitial evaluation locked, ready for case releaseAvailable
Lien ledger$1,240 billed, $0 received, invoice generatedUpdated
Last synced 2 minutes ago.
Assisted replies and schedulingPreview configuration for production workflows
API not configured
Prototype behavior only. The Anthropic API key will be added securely during implementation. This demo never sends email or books a real appointment.
Lead detection

Recognize likely referrals, extract case details, and place them in a review queue.

Reply assistance

Draft a reply from email context, selected tone, and matching availability.

Appointment extraction

Find date preferences and suggest open slots without creating a booking.

Auto-send is off. Staff approval is required.
All changes on this screen are visual only.

Work queue

Seven open items across legal, provider, and operations teams.

1 selected
Request imaging reportOwner: Records team · Blocks tomorrow’s visit
Omar ReedCase PI-2810
Due 9:30 AM
Urgent
Approve lien estimateOwner: Sarah Lee · Provider is waiting
Jane ParkCase PI-2754
Due 11:00 AM
Lien
Verify intake and consentOwner: Coordinator · New referral
Lena AlvarezCase PI-2799
Due 12:00 PM
Admin
Confirm provider acceptanceOwner: Sarah Lee · Appointment booked
Maya ChenCase PI-2841
Completed
Done
Reply with booking optionsOwner: Provider coordinator · Waiting on availability
Sam WilsonCase PI-2768
Due today
Message

Attorney discovery

Introduce Accentra Medical to local personal injury law firms that match your services.

3 introductions available today
1
Practice profile readySpecialties, lien terms, and locations checked
2
14 PI firms screenedLocal activity and case focus reviewed
3
3 strong prospectsReady for a practice introduction
96%
Bryant LawPersonal injury · Auto collision2.8 miles · 18 active injury matters
Verified firmPain referralsSpanish clientsActive this week
91%
North River LegalPersonal injury · Orthopedic cases5.4 miles · 12 active injury matters
Verified firmSpine casesFast response
87%
West Legal GroupPersonal injury · Complex care8.1 miles · 9 active injury matters
Verified firmLien casesImaging needs