...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
Other Cases |
The Other Cases page contains a listing of all other cases in SmartAdvocate that share at least one plaintiff with this case. If there are no such cases, the page will simply read, "no data to display." Otherwise, the page contains a single text table, in which each row represents a plaintiff in a case that shares a plaintiff with this case. If some case contains a plaintiff that is in this case and one that is not, both plaintiffs will be represented by individual rows in this table. The table contains the following columns:
...
The Structure of This Page
- Add New Contact button. Used to add a new contact to the case file. See Adding a Case Contact.
- Contacts table. Contains the details of case contacts and allows various actions to be performed on them. See Contacts Table.
...
The All Insurance page contains a list of all insurance information (company, party, policy information, insured, etc.) associated with the case. Insurance information entered here is not displayed on the Summary Screen unless that insurance is flagged as primary, or the Include on the Case Summary button is checked on the Add/Edit Insurance panel. This page has the same functionality as Plaintiff and Defendant Insurance pages, but shows and allows the editing, adding, and deleting of insurance companies for both plaintiffs and defendants.
| Anchor | ||||
|---|---|---|---|---|
|
- Add Defendant Insurance Company button. Used to add a new defendant insurance company to the case file. See Adding a ????.
- Add Plaintiff Insurance Company button. Used to add a new plaintiff insurance company to the case file. See Adding a ????.
- Insurance Companies table. Contains the details of insurance companies and allows various actions to be performed on them. See Insurance Companies Table.
Insurance Companies Table
The Insurance Companies table is where the list of both plaintiff and defendant insurance companies related to the case is stored. Each row of the table represents an individual insurance company. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Contacts table contains the following available columns:
- Party: The name of the party (Lastname, Firstname format for individuals) covered by the insurance policy.
- Party type: The party's role in the case.
- Insurance Company: The insurance company providing coverage to the party.
- Insurance Type: The type of insurance.
- Adjuster: The name of the insurance adjuster assigned to the case.
- Policy Info: The name of the insured covered by the insurance policy, the policy limits, and the claim number.
- Include on the Case Summary Page: Whether to display this insurance company's information in the Defendant or Plaintiff section of the Case Summary Page even if the Primary box is not checked for that insurance company.
- Payments Made: Any payments made by the insurance company.
- 3rd Party Insurance: The name and claim number of any Third Party Administrator or Adjusting Company.
- Comment: Any comments about the insurance company.
- Docs: Any documents that have been attached to this insurance policy. If the number is other than zero (0), clicking on the number will bring you to a list of the documents.
- Action: Edit icon, Copy icon, Delete icon.
Editing an Insurance Company
To edit an Insurance Company:
- Click the Edit icon in the Action column of the row representing the insurance company you wish to edit. This will bring up an Add/Edit panel for insurance companies, with the existing information filled in.
- Fill the fields in with your desired information. See The Add/Edit Insurance Company Panel for details about the fields.
- Click Update to save the changes and close the panel.
- If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting an Insurance Company
To delete an insurance company from the case:
- Click the Delete icon in the Action column of the row representing the insurance company you wish to delete from the case. This will bring up a confirmation message (to avoid accidental deletions).
- Click the OK button in the message to confirm the deletion.
- If you decide you do not wish to delete the insurance company from the case, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
- Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding an Insurance Company
You can add a new Plaintiff Insurance Company or a new Defendant Insurance Company from the All Insurance page. To add a new insurance company:
- Click the Add Defendant Insurance Company or the Add Plaintiff Insurance Company button. This will bring up an Add/Edit panel for insurance companies, completely blank.
- Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.
- Click Save to save the case contact and close the panel.
- If you decide you do not wish to save the case contact, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Insurance Company Panel
The Add/Edit Insurance Panel allows you to fill in the details of an insurance company to the case. See Add/Edit Panels for general information about panel structure and usage. You can add either Defendant or Plaintiff Insurance Companies from the All Insurance page.
See Add/Edit [Defendant] Insurance Panel and Add/Edit [Plaintiff] Insurance Panel for details on adding insurance companies from the All Insurance page.
Outstanding Items |
The Outstanding Items page lists all items for which the firm is awaiting input from others. Specifically, missing information for the following will be listed:
- Medical records requested, but not received.
- Discovery Items that do not have Complied/Held date.
- Opposition outstanding for Motions.
- School verification outstanding (School Verif. Requested Date is present, but School Verif. Received Date is empty).
The Structure of This Page
- Description: The description of the outstanding item.
- Type: The type of item that remains outstanding.
- Party: The party who is responsible for resolving the outstanding item. If the responsible person is not a party to the litigation (for example, a medical provider who has been requested to provide medical records), this field will be blank.)
- Date: The date the item was entered into SmartAdvocate.
- Due Date: The date the outstanding item was due.
The Outstanding Items page is informational only; no action can be taken from this page on any of the outstanding items. However, clicking on an outstanding item's Type will bring you to the case page where the outstanding item was entered.
ARB/Mediations |
The ARB/Mediations page allows you to view and record the details of arbitration or mediation of the case.
...