When clients finish treatment, it's a major milestone. Use these templates to communicate next steps clearly.
Treatment Complete - Initial
Great news: Your doctor has released you from treatment. This is an important milestone - it means we can now move forward with your demand. Over the next few weeks, I'll gather all your records, calculate your damages, and prepare a demand letter for the insurance company.
Record Gathering
I'm now collecting all your medical records and bills. This typically takes 2-4 weeks. While I do that, please: 1) Let me know if you have any ongoing symptoms, 2) Note any activities you still can't do, 3) Keep tracking pain levels if symptoms continue.
Final Impact Questions
Before I finalize your demand, I want to make sure I capture everything. Please answer: 1) Do you have any ongoing pain or limitations? 2) What activities can you no longer do or enjoy? 3) How has this affected your work? 4) How has this affected your relationships and mood? 5) Any other ways this accident has impacted your life?
Records Received
Good news - I've received all your medical records. Your treatment included: [summary]. Total medical expenses: $[amount]. I'm now preparing your demand letter with a target of sending it within [timeframe].
Demand Ready to Send
Your demand letter is ready. We're requesting $[amount], which includes: medical expenses ($X), lost wages ($Y), and pain/suffering ($Z). I'd like you to review the factual summary before I send. Can you confirm the details are accurate? [attach draft or summary]
Demand Sent
Your demand letter was sent today. The insurance company has 30 days to respond. Most likely outcomes: 1) They make a counter-offer (most common), 2) They accept our demand (rare), 3) They deny/low-ball (we'll negotiate). I'll contact you immediately when we hear back.
Tips
- Send these at appropriate intervals, not all at once
- Personalize with specific treatment details
- Be available for questions during this transition