Yield Section

The Yield section will allow users to generate simple disbursal sheets. Multiple settlement scenarios can be created and saved.

For greater customization, you can use the Customized Settlements tab in the Yield section, which uses FVDA to provide greater functionality, like the ability to pull from any collections section. Learn more about Customized Settlements. 

Create a Scenario

The Yield section is divided into three parts: Medical Bills, Expenses, and the Settlement Calculator. Filling out the Medical Bills and Expenses sections will add amounts to the Settlement Calculator, which can then be adjusted. 

Click on the pencil icon to the right of “New Scenario” to rename the scenario. “+ Add Notes” to add any notes about this scenario. 

Medical Bills and Expenses

If you are manually entering data, fill out all fields in the row. Click the “adj” pencil icon to easily enter adjustments and reductions to the bill, and click the checkmark when you are done to finalize that bill and bring up the next row.

You can also automatically enter all bills or expenses at once by clicking the “Replace all with ‘Meds/Expenses’” button. This button will appear when a collection item has been added to the project’s Meds or Expenses section, and when the Meds or Expenses section contains specific fields and field selectors. Your Meds section must have the following two specific fields and field selectors:

• a “Person” field with the field selector "provider": {{meds.provider}}
• an “Amount - Currency like $0.00” field or "Calculated Currency" field with the field selector "amount": {{meds.amount}}

Your Expenses section must contain the following two specific fields and field selectors:

• a “Text - Single Line” field with the field selector "title": {{expenses.title}}
• an “Amount - Currency like $0.00” or "Calculated Currency" field with the field selector "amount": {{expenses.amount}}

Without these fields and field selectors, the Yield section will not be able to pull from your Meds or Expenses section. If you do not see the button, check that the respective section has at least one collection item entered, and then use the Customs Editor to check that the Meds or Expenses section contains the two fields and field selectors. 

Clicking the “Replace all with ‘Meds/Expenses’” button will add all medical bills from the Meds section or all expenses from the Expenses section. Clicking this button will also replace any bills or expenses currently entered, so any manual data should be entered after this method is used.

Settlement Calculator

As you enter medical bills and expenses, they will be added to the settlement calculator. In the calculator, enter a settlement date and adjust the attorney percentage as necessary to calculate the “Total to Client.”

Generate the Settlement Document

At any time, click on the Word icon at the top of the Yield section to generate a settlement document in Word. 

Multiple Scenarios

To create another scenario, click the plus button next to “Settlement Scenarios” in the top left. Every new scenario will automatically be saved. When you create a new scenario, the medical bills and expenses will remain the same, but the settlement offer and attorney percentage fields will reset to their defaults. 

Switch between scenarios by clicking on “Settlement Scenarios” and selecting the desired scenario from the dropdown. 

To delete a scenario, navigate to the scenario and click on the trashcan icon along the top of the page. Use caution when deleting yield scenarios, as they cannot be undeleted.