PI Lien & LOP Case Ledger for Chiropractors, Massage, PT | Personal Injury Case Balance Tracker, Aging, Follow-ups | Notion + Google Sheet

Keep every personal-injury, lien and LOP case in one simple ledger, in Notion or Google Sheets. Built for chiropractic, massage and PT offices.

- Cases by ID: case ID, client ID, date of injury, attorney, status, open/closed dates. No names or clinical details.

- Charges & payments in one log, with total billed, total paid and outstanding balance per case.

- Aging buckets by date of service (90 / 180 / 365 days by default).

- Follow-ups that don't slip: next follow-up dates, overdue flagged.

- Attorney contacts with open cases and outstanding balance.

Both included: Notion template (Duplicate) and Google Sheet (.xlsx), plus Setup Guide (PDF + DOCX), Notion walkthrough PDF and backup CSV kit.

Notion template (Duplicate): https://steep-tortoise-306.notion.site/TherapistOps-PI-Lien-LOP-Case-Ledger-4052448f968d80c989f0f259ffc04a4d

Scope: A ledger of the case IDs, dates, charges, payments and follow-ups you enter. It adds up what you typed and counts days; it doesn't contact anyone, send or prepare letters, or say anything about how any case or agreement works.

Privacy: Case IDs and client IDs only (e.g. CASE-004). Never enter names, dates of birth, addresses, accident details or clinical information. All sample data is fictional.

Fine print: Not HIPAA-compliant storage. Not an EHR. Not legal, billing or clinical/medical advice. This is an organizational template only. Keep client data wherever your own compliance requires.