January 2021
We are grateful to have the opportunity to share our knowledge and wisdom with you through our educational e-newsletter. Our e-newsletter aims to provide you pertinent information, so you have facts to make wise decisions and prevail. 

We take special care to ensure the information we provide you in the "Intelligence Brief" is the latest and most current information available. This edition explains important information about Medical Canvassing and why it must be conducted in a skilled, legal manner.

We want to write about topics that are important and of interest to you. Please email us topics you would like us to cover at intelligencebrief@preferredintelligence.com

We encourage you to share our e-newsletter with others in your sphere of influence. 

Dave Shafer
CEO/Chief Investigator
Medical Canvassing: Why it must be conducted in a skilled, legal manner
Anyone who deals with insurance claims eventually learns of medical canvassing, the process of discretely investigating whether a claimant has received medical treatment or filled prescriptions at any medical facility or pharmacy within a specific geographic radius of his or her home or office.  The information obtained through medical canvassing is a piece of the greater puzzle to provide validity (or lack thereof) of a claim.  It should not be surprising that many fraudulent claims are, in fact, cases of double-dipping or the claimant claiming a previous injury in a current claim to obtain a second or even third payment.  It also should not be surprising that many claimants allege treatments and prescriptions that were never received and continuously delay providing paperwork in hopes the claim settles before the documentation absolutely must be provided.  However, as valuable as medical canvassing can be, there is a fine line between a skilled and experienced professional and an amateur conducting the medical canvassing and the results achieved. 

Professional vs. Amateur
A professional is confident in his inquiry, speaking clearly to the individual on the other end of the phone, utilizing the appropriate vocabulary while articulating exactly what is needed.  A professional knows what he can ask for and what he cannot.  A professional also knows not to waste pertinent time and client resources arguing with medical personnel who choose to err on the side of caution when releasing information.  Nothing good can ever come from that.  

An amateur, on the other hand, is the antithesis of a professional.  An amateur impersonates the claimant, a medical professional, or law enforcement, asks for HIPAA protected information, and argues with medical personnel when challenged or refused.  An amateur places the entire investigation and the claim in jeopardy, potentially costing the client thousands if not millions of dollars in fines, legal fees, and settlement costs.  

When a medical canvass is conducted, it is paramount that the individual conducting the canvass be a skilled professional such as Preferred Intelligence.  Further, it is equally essential to have the medical canvass result available to the client in a timely manner, using an appropriate case management system. The CMS, such as the one utilized by Preferred Intelligence, places the Medical Canvass results directly at the client’s fingertips digitally while also allowing for a separately generated Medical Canvass Report to be provided to the client for reproduction as needed.

When you need a Medical Canvass conducted professionally, be sure to call Preferred Intelligence at 214-785-4504 or email us at info@preferredintelligence.com

“The difference between an amateur and a professional is in their habits. An amateur has amateur habits. A professional has professional habits. We can never free ourselves from habit. But we can replace bad habits with good ones.”
~ Steven Pressfield
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We provide you the facts so you can make a wise decision and prevail.
At Preferred Intelligence, our number one priority is to find the truth in every case. We utilize our superior investigative knowledge, experience, and methodology to provide our client’s all information available, so they have what they need to best work their case. Our clients benefit from our expertise, concise, professionally written reports, and experienced testimony, ensuring legally and ethically discovered factual evidence structured in a judicially admissible manner. 
We are client-focused, experienced, and provide a superior work product. We operate from a place of honesty, integrity, and adherence to the rule of law. Learn more
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PO Box 1278
Allen, TX 75013 
Phone: 214-785-4504
Texas License #A19452