Medical treatment tracking for personal injury firms

Hona tracks PI clients' medical treatment. Lia sends appointment reminders, checks in after visits, and flags missed appointments and gaps in care.

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Hona tracks every client's medical treatment for you. Lia, Hona's AI case agent, reminds clients about appointments, checks in after every visit, logs each provider, and flags missed appointments and gaps in care before they cost the case.

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2,000 clients managed at once · under 4 minutes average response time · 94% check-in rate

Gaps in care become gaps in case value

Every personal injury firm knows the pattern. A client is treating well for three weeks. Then work gets busy, a ride falls through, or the pain eases, and a physical therapy visit quietly turns into two missed weeks. Nobody at the firm hears about it until the records come in. By then the adjuster has already found the gap.

  • Payouts drop when treatment has gaps. Cases with a gap in treatment see payouts reduced by as much as 30%. [CONFIRM source]
  • Gaps start early. More than 20% of cases have a two-week treatment gap in the first six weeks.
  • Most misses are simple. About 1 in 4 missed appointments happen because the client forgot. [CONFIRM source]

Your case managers know this. They cannot call 100 clients a day to check.

How Hona tracks treatment

Enroll in one click

When a client reaches the treatment phase, enroll them from your dashboard. No setup call and no intake form for your team to fill out.

First outreach the same day

Within minutes, Lia texts the client from your firm's number and maps their treatment: the next appointment, the time, the location, and the provider.

Reminders and check-ins after every visit

Lia sends appointment reminders and follows up after each visit with the questions that matter. Did you make it? How did it go? Any new symptoms?

Every visit and provider, logged

Visits, providers, and client-reported updates are logged on the case, so anyone on your team can see where treatment stands without calling the client.

Problems surface on their own

Lia watches for the issues that quietly erode case value and flags them for your team:

  • Missed appointments. Two missed physical therapy visits in a row get flagged, not discovered months later.
  • New symptoms. When a client reports a new injury or symptom, your team hears about it the same day.
  • Silence. A client who has not responded in 48 hours gets flagged before they drift.
  • Provider problems. An unreachable provider or a scheduling issue gets routed to the right person.

Your team steps in when it matters

Lia works alongside your case managers, never around them. When an escalation fires, a case manager takes over and can call the client right from the dashboard. The call transcript feeds back into Lia, so the next conversation picks up where yours left off.

Crisely Gonzalez, Case Manager at Omega Law Group, put it this way: "Lia saves me a lot of work. I can quickly see a client's next appointment, and when clients send long, confusing messages, Lia pulls out exactly what they need."

Works with the system you already run

Hona connects to Filevine, Litify, CASEpeer, Clio, MyCase, SmartAdvocate, Neos, Smokeball, and more. Treatment updates stay tied to the case, and your team keeps working where it already does. [CONFIRM which integrations sync treatment data back]

Results from live caseloads

Across the firms that ran Lia in beta, clients kept 86% of tracked appointments, and Lia tracked more than 1,500 appointments. [CONFIRM: figures from the Meet Lia launch post and Law.com coverage; confirm they are still current]

Tracking by phone and spreadsheet vs. Hona

Manual follow-upHona
Who reaches outA case manager, when there is timeLia, every client, on schedule
When a missed visit is foundWhen records arrive, often weeks laterWithin a day or two of the miss
Where treatment notes liveCall notes, sticky notes, inboxesOn the case, logged automatically
What scales with caseloadPhone timeNothing extra for your team

Frequently asked questions

How does Hona keep PI clients from missing medical appointments?Lia texts each client within minutes of enrollment, sends reminders before appointments, and checks in after every visit. If a client misses appointments, reports a new symptom, or stops responding for 48 hours, Lia flags it for a case manager.

Can Hona track gaps in care?Yes. Lia logs every visit and provider and flags missed appointments and gaps in treatment so your team can act while there is still time.

Does Lia replace case managers?No. Lia handles routine outreach across the caseload and escalates when a person is needed. Your team stays in control.

Do clients need to download an app?No. Lia reaches clients by text from your firm's number.

Does Hona build medical chronologies or review medical records?No. Hona focuses on the client side of treatment: keeping clients engaged, attending appointments, and reporting changes. Many firms pair Hona with a records and chronology tool. [CONFIRM this positioning]

Is it secure?Hona is SOC 2 Type II and HIPAA compliant.

Keep every client in treatment

See how Lia flags missed appointments and gaps in care on a live case. Book a demo

Ready to give every client the follow-up they deserve?

Case managers can't keep up with 100+ active clients. Hona's AI agent, Lia, handles all outreach, tracks every appointment, and only escalates when a human actually needs to step in.
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