Features How It Works Who It's For Security About FAQ For Law Firms For Medical Providers Log in
FAQ

Frequently Asked Questions

Everything you need to know about Merge Network, in one place.

What is Merge Network?

Merge Network is a shared referral and collaboration platform connecting personal injury law firms and medical providers. It replaces phone tag, faxes, and scattered email threads with one HIPAA-compliant workspace per case, covering referrals, treatment tracking, and medical record exchange.

Who is Merge Network for?

Two audiences: personal injury law firms managing referrals and provider networks, and medical providers treating referred patients from multiple firms. Both sides work from the same shared case, instead of separate, disconnected systems.

Where does Merge Network operate?

Merge Network operates U.S.-wide. We are not limited to a single state or region.

Is Merge Network HIPAA compliant?

Yes. Merge Network is built HIPAA-compliant from the ground up: record-level access control (providers only see cases they are assigned to), encryption in transit and at rest, multi-factor authentication, automatic session timeouts, and full audit logging. See our Security & Compliance page for details.

Does Merge Network have a BAA with Salesforce?

Yes, Merge Network runs natively on Salesforce and is backed by a signed Business Associate Agreement (BAA) with Salesforce covering the underlying infrastructure. For firm- or provider-specific BAA questions, we address those directly on a discovery call.

Does Merge Network integrate with case management systems like Litify, Filevine, or Clio?

We work with firms running Litify, Filevine, Clio, and similar case management platforms. Specific integration details and setup depend on your firm's configuration - we walk through this on a discovery call so we can give you an accurate answer for your specific system, rather than a generic yes/no.

How do I get started?

Book a demo through this site. We will walk through your current referral and treatment-tracking workflow, show you how Merge Network fits, and answer specific questions about integrations, security, and onboarding for your firm or practice.

What does onboarding look like?

Onboarding details - timeline, data setup, and training - are covered on your discovery call, since they depend on your current workflow and case management system.

Is there a cost to join as a medical provider?

Pricing and billing details are discussed directly on a call, since they depend on your practice's setup. Reach out and we will walk you through it.

How is Merge Network different from just emailing or faxing referrals?

Email and faxes create scattered, one-off records with no shared visibility - nobody but the sender and recipient know a referral's real status. Merge Network puts the referral, treatment updates, record requests, and messaging in one shared case thread both sides can see in real time, with proper access control instead of an open email thread.

Still Have Questions?

Let's talk.

Book a demo and we will answer anything specific to your firm or practice.

Book a Demo