Billing Policy

Concierge Medical & Risk Consultants (“CMRC,” “we,” “our,” “us”) provides professional consulting services including Life Care Planning, Medical Cost Projections, Case Reviews, and related Consulting services.

 

All services are engagement-based. Services begin only after execution of a written Engagement Letter. CMRC bills for time expended, professional judgment applied, and work performed in accordance with the Engagement Letter. Because services commence upon engagement and involve allocation of professional time and resources, all fees billed are due upon receipt and are non-refundable.

 

Billing Policy:

CMRC’s professional services are billed at a rate of $225 per hour. This rate applies to activities including, but not limited to, consultation, review of case materials, record analysis, research, site visits when applicable, and report preparation.

 

Testimony at deposition or trial is billed at $275 per hour plus associated expenses. Testimony time is subject to a three-hour minimum. Testimony cancelled with less than seventy-two hours’ notice is billable at the minimum time.

 

Total fees are dependent on the scope of the engagement, the volume of materials reviewed, and the time required to complete requested services. CMRC does not estimate or represent total fees in advance. A rush rate of $275 per hour applies when work is requested to be completed in less than six weeks from receipt of complete records and a fully executed Engagement Letter.

 

Digital records are preferred. Paper records exceeding one hundred pages are subject to a $1,000 handling and secure disposal fee per case. Life care planning and related consulting engagements commonly require a substantial time commitment. Any time ranges discussed are descriptive only. Fees are not contingent upon estimates or notice of anticipated changes.

 

Additional Charges:

Incidental expenses such as postage, copying, and document transmission are billed as incurred. Travel expenses, including airfare, ground transportation, and lodging, may be billed in advance or prepaid by the retaining party. Meals and incidental travel expenses are billed at cost. The retaining party is responsible for charges resulting from cancellation of reservations made at its request.

 

Payment & Late Policy:

Invoices are issued monthly or periodically as work progresses. All invoices are due upon receipt. Accounts with balances outstanding more than thirty days from the invoice date may be considered delinquent. Delinquent balances may accrue a late charge of one and 1.5% per thirty-day period, (18% annually), not to exceed the maximum rate permitted by applicable law. A monthly administrative fee of $35 may be assessed during the period of time that an account remains delinquent.

 

Cancellation Policy:

Depositions, hearings, or trial appearances cancelled with less than seventy-two hours’ notice are subject to a cancellation charge equal to three billable hours, absent exceptional circumstances. Responsibility for payment rests with the engaging party and is not dependent on case status, settlement activity, or agreements with third parties.

 

Payment Terms and Conditions:

CMRC may withhold delivery of work product and suspend further services until all outstanding balances are paid in full. Omission of a billable item from an invoice does not waive CMRC’s right to bill for that item at a later time. CMRC reserves the right to terminate an engagement for nonpayment or other material reasons. All outstanding balances become due upon termination.

 

The retaining / referring party is responsible for notifying CMRC of settlement or case resolution. All services performed prior to notification are billable. Failure to provide notice does not relieve responsibility for charges incurred.

 

This billing policy applies to all engagements and all services provided by CMRC. Engagement of CMRC constitutes acknowledgment and acceptance of these terms.

 

Questions regarding billing or engagement terms must be addressed prior to authorizing / engaging services.

 

Contact Information:
Concierge Medical & Risk Consultants
PO Box 50
Elon, NC 27244
Phone: (336) 380-0041
Email: info@conciergemrc.com