Skill

Lien Resolution Plan (Template)

A settlement-close checklist for tracking and resolving medical liens and subrogation claims.

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Steps

  1. Identify lien sources (private, Medicare/Medicaid, ERISA, workers comp).
  2. Request itemized lien statements early.
  3. Track reductions/waivers and required documentation.
  4. Build a closing statement that matches the final lien numbers.

Output Template

Lien Tracker

- Provider/Plan | Contact | Amount Claimed | Basis | Docs Needed | Status | Next Action | Due Date

Close-out checklist
- [ ] Confirm all lienholders identified
- [ ] Request final statements
- [ ] Negotiate reductions
- [ ] Confirm payoff instructions
- [ ] Update settlement statement

Quality Checks

  • Every lien has an owner/contact + next action.
  • Settlement statement uses final numbers, not estimates.