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Find providers, send referrals, track everything

The shared referral and collaboration platform where PI law firms and medical providers work together. Create referrals, assign providers, track treatment, exchange records securely, and report on performance — all in one HIPAA-compliant workspace.

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Caduceus HIPAA Compliant
Built on Salesforce
PI Built for PI Workflows
Merge Network Dashboard
Hernandez, M. — Ortho
Treatment Type
Orthopedic
Stage
Services in Progress
First Appointment
Feb 18, 2026
Next Appointment
Mar 5, 2026
Total Visits
4
Finished Treating?
No
Hernandez, M. — Ortho
+ Upload
📄
Chart_Notes_02-26.pdf
Feb 26 · Ortho
Chart Notes
📄
MRI_Results_Lumbar.pdf
Feb 24 · Ortho
Imaging
📄
Billing_Statement_Feb.pdf
Feb 22 · Ortho
Billing
📄
Treatment_Summary.pdf
Feb 19 · Ortho
Treatment
⚡

Referrals in Seconds

Send client details directly to a medical provider — no phone tag, no faxes, no email chains.

🔒

HIPAA-Compliant Record Exchange

Upload, request, and share medical records and billing documents with automatic folder organization, access controls, and full audit logging. BAA-backed and encrypted.

📍

Real-Time Case Tracking

Appointment updates, treatment status, and record request progress — all visible without chasing anyone.

1,000+
Medical Providers in Network
100+
PI Law Firms
50+
Florida Cities Covered
24/7
Platform Access
Platform

Everything you need to manage
referrals across your network

One shared workspace where law firms and medical providers collaborate — with each partner's data properly separated and permissioned.

Provider Network Map

Find trusted providers near your client by location, distance, and treatment type. Each firm can maintain preferred partner lists with internal notes and relationship status. Search, compare, and assign directly from the map.

Instant Referrals

Create a referral, assign providers, and send client details in seconds. Each referral tracks the originating firm, receiving providers, status, key dates, and notes — with providers notified instantly.

Treatment Tracking & Accountability

Track first appointments, visit counts, treatment status, and next visits. Automated alerts flag stale cases, missed appointments, and items with no update — so nothing falls through the cracks.

Record Request Workflow

Request medical records with structured tracking — see what's been requested, what's overdue, and what's been fulfilled. Due dates, statuses, and notifications built in.

Secure Shared Files

Organized file sharing with automatic folder structure per provider assignment. Chart notes, treatment summaries, billing records, and imaging — each visible only to the right parties.

In-Context Messaging

Chat directly on each patient assignment. Messages stay attached to the right case — with real-time notifications so nothing gets missed. No more email chains or lost texts.

Find providers near any client

Search the Merge Network map by address, distance, and treatment type. See every provider location across Florida with contact details, specialties, and distance — then assign directly from the results.

📍 Location search 🔍 Filter by treatment ⚡ Assign in one click
Find Provider - Merge Network

Messages that stay with the case

No more digging through email threads or group texts. Every message is attached to the specific provider assignment — visible to the firm and that provider only. Real-time notifications keep everyone in sync.

💬 Per-assignment chat 🔔 Real-time alerts 🔒 Firm + provider only
Messages — Hernandez, M. | Ortho
Patient came in for first visit. MRI scheduled for next Thursday. Will update with results.
Ortho — Feb 24, 2:15 PM
Great, thanks for the quick turnaround. Can you send chart notes when ready?
You — Feb 24, 3:02 PM
Will do. Uploading to the file folder now.
Ortho — Feb 24, 3:08 PM
Type a message...
→

Record requests that track themselves

No more emailing providers asking "did you send those records?" Create a request, set a due date, and track status automatically. Overdue items get flagged. Files get organized into the right folders.

📋 Status tracking 📁 Auto-organized files ⏰ Due date alerts
Record Requests — Hernandez, M.
Request Due Status
Chart Notes — Ortho Feb 28 Received
MRI Results — MRI Center Mar 3 Requested
Treatment Summary — Chiro Feb 20 Overdue
How It Works

From client intake to treatment complete

Here's how a law firm uses Merge Network to coordinate care for a PI client.

1

Sign the Case

Firm signs a PI case — client needs medical treatment near their home.

2

Find a Provider

Search the Merge Network map by address, distance, and treatment type.

3

Send the Referral

Create the referral and assign the provider. They're notified instantly.

4

Track Treatment

Provider updates visits, treatment status, and records. Firm sees everything in real time.

5

Collect Records & Billing

Request and receive records and billing documents with due date tracking. Files organized and ready when you need them.

Who It's For

Built for both sides of the referral

Whether you're sending patients or treating them, Merge Network gives you your own workspace — with data properly separated and permissioned between every partner.

PI Law Firms

Manage your full referral pipeline, find providers near your clients, coordinate treatment, and keep records organized — all from one dashboard.

  • Create referrals and assign multiple providers per case
  • Find trusted providers near any client location
  • Build and manage your preferred provider network
  • Track treatment status, appointments, and accountability
  • Request and receive records with due date tracking
  • Dashboard with pipeline, performance reports, and alerts

Medical Providers

See all patient assignments from every referring firm in one place. Update treatment, fulfill record requests, and communicate directly — without the email chaos.

  • View all assignments across every referring firm
  • Update treatment status, visits, and scheduling
  • Get notified instantly when assigned to new patients
  • Fulfill record requests with organized file folders
  • Secure messaging on each patient assignment
  • Multi-location support with per-location isolation
Security & Compliance

Your clients,
your data, your control

Every record has an owner. Sharing is explicit — not everyone-sees-everything. Providers only see cases they're assigned to. When they're removed, access is revoked instantly. HIPAA-compliant from the ground up, backed by a signed Business Associate Agreement with Salesforce, multi-factor authentication, encrypted data in transit and at rest, automatic session timeouts, and full audit logging.

HIPAA Compliant
BAA-Backed
Multi-Factor Auth
Encrypted Data
Provider Isolation
Role-Based Access
Full Audit Trail
Smith & Associates
Sees all their referrals + assigned providers
↓ assigned to ↓
Chiro Provider A
Sees only patients assigned to them
MRI Provider B
Cannot see Provider A's files or data
A ↔ Firm only
B ↔ Firm only
Get Started

Stop chasing providers.
Start collaborating.

Tell us about yourself, then pick a time that works for a quick demo.

Next step: pick a time for your demo call.