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Converting your practice to lien-based care: 5 steps

Thinking about treating personal injury patients on a lien basis? Here's a practical roadmap to do it right from day one.

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For providers · 5 min read ·

Adding lien-based personal injury care can open a meaningful new patient channel, but only with the right systems in place. Here’s the roadmap we use with practices.

1. Assess

Review your services, staffing, patient mix, and goals. Decide what a lien program should look like for your practice.

2. Implement

Set up intake, lien agreements, documentation standards, and case tracking before your first lien patient walks in.

3. Educate

Make sure your whole team understands how personal injury cases work, from referral through settlement, and how to communicate with attorneys.

4. Fund

Plan for the cash-flow gap. Lien funding lets you grow without waiting on settlements.

5. Grow together

Track outcomes, keep improving documentation, and build lasting attorney relationships.

Want help with every step? Our Practice Conversion and Growth Program covers assessment, implementation, training, and day-one funding.

This article is general information, not legal or financial advice. Terms and rules vary by state.

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