Run your full referral pipeline from one dashboard
Provider network management for PI attorneys: create referrals, find trusted providers near any client, coordinate treatment, and keep every record organized — without the phone tag, faxes, or email chains.
Everything your firm needs to manage referrals across your network
Merge Network gives your team one place to send referrals, track treatment, and stay on top of every provider relationship — instead of juggling spreadsheets, faxes, and inboxes.
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 and appointment updates in real time
- Request and receive medical records without the back-and-forth
- Message providers directly, in-context, on each case
From client intake to treatment complete
Sign the Case
Firm signs a PI case — client needs a treating provider.
Find a Provider
Search the Merge Network map by specialty and location near the client.
Send the Referral
Create the referral and assign it directly — the provider gets notified instantly.
Track Treatment
See visit updates, treatment status, and scheduling as they happen — no chasing.
Collect Records & Billing
Request and receive records and billing documents through the same case thread.
Your clients, your data, your control
HIPAA-compliant record exchange, encrypted file sharing, and full audit logging — backed by a BAA with Salesforce. Your firm's data isolation is enforced at the platform level, not just policy.
HIPAA Compliant- BAA-Backed
- Encrypted Files
- Full Audit Trail
Stop chasing providers. Start collaborating.
See how Merge Network fits your firm's referral workflow. Tell us about your firm, then pick a time for a short walkthrough.
You're all set!
Calendly should be open — pick a time that works for you. We'll send you a confirmation email with all the details.