Filevine-File Set-Up-How to send a

letter of protection (LOP) to a medical

provider
Meds TAB

1. Open the provider’s info card

2. Check email and fax
3. Scroll down----------“Medical Docs”
4. Choose a template--------“Letter od Protection”
5. Generate
6. Check document----- fax number, address, phone number, client name, date of birth, date
of incident
7. Click in the down arow
8. Click “fax”
9. Select recipient---- “name of provider”
10. Send fax

11. It should be in “activity tab” if it was sent

12. Mark “Yes”------ and add the date

13. Save

Docs Tab

14. Click on the document sent

15. 3 dots
16. Move
17. “Medical Providers”
18. “LOP”
19. Move doc