Consistent weekly check-ins keep clients engaged and informed. Use these templates for different case stages.
Early Case (Weeks 1-4)
Weekly check-in: How are you feeling? Please remember to: 1) Log your pain levels daily, 2) Attend all medical appointments, 3) Upload any new documents. Let me know if you have questions!
Active Treatment
Hope your recovery is progressing! This week: How was your appointment with [provider]? Any new symptoms or concerns? Remember to log everything in the app - your consistent documentation is building a strong case.
Treatment Winding Down
As your treatment wraps up, I'm gathering all your records. Please let me know: 1) Any ongoing symptoms, 2) Activities you still can't do, 3) How this injury has affected your daily life. Your perspective is important for your demand.
Waiting for Demand Response
Quick update: Still waiting to hear back from the insurance company on our demand. This is normal - they have 30 days. I'm following up regularly. No action needed from you, but feel free to reach out with questions.
During Negotiations
Negotiation update: We're currently at $[X]. I've countered with $[Y] and am waiting for their response. I'll contact you immediately with any news. Thank you for your patience during this process.
Long Cases (Monthly)
Monthly update: Your case is progressing normally. Current status: [brief status]. Next milestone: [what's next]. Expected timeline: [estimate]. No action needed - just keeping you in the loop. Questions? I'm here.
Using Templates Effectively
- Personalize with specific details
- Adjust frequency based on case activity
- Send at consistent times (e.g., Monday mornings)