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Description: A description of the insurance type.
Automatically Include on the Case Summary: If this type of insurance will be automatically added to the Case Summary screen in the Plaintiff/Defendant panels.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Description and a yes/no dropdown for Automatically Include on Case Summary.
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You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for Statuses and Descriptions.
Medical
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Test Statuses
This list is for types of results that could arise as a result of a visit to a medical professional. For more details about the different types of medical visits, see the Medical Visit Types picklist. It is used in the Medical Providers page when adding a visit. It is a dropdown, which is populated based on the Visit Type chosen. The table's columns are:
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Visit Results: The result of the visit.
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Visit Type: A dropdown listing the Visit Types to which the result will attach.
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contains the various statuses that can be assigned to a Medical Test. These can be found in the Test Status dropdown on the Medical Testing case page. To access this dropdown, simply double click the Test Status column within the row of the test you want to edit. The table’s columns are:
Status: The status of the medical test.
Description: A description of what the status means.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field fields for Visit Results and a dropdown drawing from the Visit Type picklistStatus and Description.
Medical
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Tests
This list contains types the names of distinct medical visit events. It is used in the Visit Type dropdown when adding a visit to the Medical Visits Table on the Medical Providers page. It is a Basic Picklist Table, except that the non-action column is titled Medical Visit Types instead of Descriptions.
Method of Service:
This list contains methods of serving legal papers. It is used in Method of Service dropdowns or checkbox-select dropdowns almost anywhere service is recorded, including nearly every page in the Litigation case page category. It is a Basic Picklist Table.
Note Types:
This list contains subject areas of notes in the SmartAdvocate system. It is used in the Type dropdown when you Add a Note, and in the Note Type dropdown when adding a Quick Note in the Quick Notes administrative pagemedical tests which can be assigned using the Injury Medical Test Assignments picklist. The table’s columns are:
Name: The name of the test.
Description: A description of the test.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for Name and Description.
Medical Visit Results:
This list is for types of results that could arise as a result of a visit to a medical professional. For more details about the different types of medical visits, see the Medical Visit Types picklist. It is used in the Medical Providers page when adding a visit. It is a dropdown, which is populated based on the Visit Type chosen. The table's columns are:
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Visit Results: The result of the
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visit.
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Descriptions: A description of the note type.
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Short Name: An optional short name for the note type.
Visit Type: A dropdown listing the Visit Types to which the result will attach.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input fields for Note Types, Descriptions and Short Name.
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field for Visit Results and a dropdown drawing from the Visit Type picklist.
Medical Visit Types:
This list contains categories of service providerstypes of distinct medical visit events. It is used in the Provider Visit Type dropdown when adding another provider in the Other Providers case pagea visit to the Medical Visits Table on the Medical Providers page. It is a Basic Picklist Table.
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, except that the non-action column is titled Medical Visit Types instead of Descriptions.
Method of Service:
This list contains groups within which Quick Notes can be assigned in order to simplify the selection of a specific Quick Note. Each Quick Note can, but does not have to, be assigned to a Quick Note Group. It is used as a filter when choosing a particular Quick Note from the Quick Note button on the Quick Action toolbar within a case. The list is a Basic Picklist Table, except that the non-action column is titled Quick Note Group instead of Descriptions.
Quick Notes:
The Quick Note system in SmartAdvocate allows you to efficiently create simple, frequently used notes in your cases. See Add a Quick Note for details on using Quick Notes. The Quick Notes picklist page is where you can create and manage Quick Notes. The page contains a table listing all of the Quick Notes in the SmartAdvocate system. The methods of serving legal papers. It is used in Method of Service dropdowns or checkbox-select dropdowns almost anywhere service is recorded, including many pages in the Litigation case page category. It is a Basic Picklist Table.
Note Types:
This list contains subject areas of notes in the SmartAdvocate system. It is used in the Type dropdown when you Add a Note, and in the Note Type dropdown when adding a Quick Note in the Quick Notes administrative page. The table's columns are:
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Note Type: The
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Note Group (Category): The Note Group to which the Quick Note has been assigned. When adding a Quick Note, if a Group or Category is chosen, only those Quick Notes assigned to that Group or Category will be displayed.
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Note Type: The Note Type for which the Quick Note is available. See Note Types for additional details.
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Priority: The priority assigned to the Quick Note. A dropdown containing Critical, High, Low, and Normal.
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Note Subject: An optional field to describe the subject of the note.
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Action: An action column containing an Edit icon and a Delete icon.
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name of the note type.
Description: A description of the note type.
Short Name: An optional short name for the note type.
Associated Time (in minutes): An optional amount of time to be tracked when a note of that type is created.
Activity Code: This is the code associated with the activity type used for time tracking. In order to properly track time this must be added to the note type (for more on Activity Codes see Time Tracking Activity Codes).
Required Frequency: How often this Note Type should be created.
Time Tracking: Whether time tracking will be suggested, disabled or performed automatically.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field fields for Quick Note Type, Description, Short Name, Associated Time and Required Frequency and a dropdown for Note Groups (populated from the Note Groups picklist), a dropdown for Note Type (populated from the Note Type picklist), a dropdown for Priority, and a text input field for Note Subject.
School Grades:
This list contains schooling levels (e.g. 3rd Grade, not A or F). It is used in the Grade dropdown when adding school information on the School/Other Activities the Activity Code (pulling from the Time Tracking Activity Codes picklist) and for Time Tracking (Containing three options, suggest, automatically, disable).
Plaintiff Statuses
This list contains the various statuses that can be applied to the plaintiff’s complaint. This list can be found in the Plaintiff Status dropdown in the add/edit form on the Complaints case page. It is a a Basic Picklist Table.
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Problem Cases Warnings
This list contains possible purposes of a check received by your firm; i.e. what type of payment the check represents. It is used in the Type dropdown in the area for received checks when adding a new settlement in the Negotiation/Settlement case page. It is a Basic Picklist Table, except that the non-action column is titled TypeName instead of Descriptions.
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all of the triggers that may cause a case to be flagged and added to the Problem Cases Dashboard. The table’s columns are:
Warning Description: A description of the issue causing the case to be flagged.
Show on Dashboard: Whether or not this issue (and cases with that issue) will be displayed on the Problem Cases Dashboard.
Action: An action column containing an Edit icon
Rows cannot be added or removed from this dashboard, since they are considered essential to the system. The only action that can be taken from this picklist is editing whether or not the warning will be displayed by selecting or unselecting the checkbox listed in the edit form.
Provider Types:
This list contains the types of settlements that can terminate a casecategories of service providers. It is used in the Add Settlement panel on the Negotiation/Settlement Page within a case. Note that the term "Settlement" applies to any action that resolves a case, whether by negotiation, judgment, or otherwise. It is Provider Type dropdown when adding another provider in the Other Providers case page. It is a Basic Picklist Table.
Quick Note Groups:
This list contains groups within which Quick Notes can be assigned in order to simplify the selection of a specific Quick Note. Each Quick Note can, but does not have to, be assigned to a Quick Note Group. It is used as a filter when choosing a particular Quick Note from the Quick Note button on the Quick Action toolbar within a case. The list is a Basic Picklist Table, except that the non-action column is titled Types Quick Note Group instead of Descriptions.
Special Damage Subtypes:
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Quick Notes:
The Quick Note system in SmartAdvocate allows you to efficiently create simple, frequently used notes in your cases. See Add a Quick Note for details on using Quick Notes. The Quick Notes picklist page is where you can create and manage Quick Notes. The page contains a table listing all of the Quick Notes in the SmartAdvocate system. The table's columns are:
DescriptionsQuick Note: The description of the subtype.
Special Damage Types: The more general category to which the subtype belongs.
Action: An action column containing an Edit icon and a Delete icon.
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text contained in the Quick Note.
Note Group (Category): The QUICK Note Group to which the Quick Note has been assigned. When adding a Quick Note, if a Group or Category is chosen only those Quick Notes assigned to that Group or Category will be displayed.
Note Type: The Note Type to which the Quick Note has been assigned. See Note Types for additional details.
Priority: The priority assigned to the Quick Note. A dropdown containing Critical, High, Low, and Normal.
Note Subject: An optional field to describe the subject of the note.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Descriptions and Quick Note, a dropdown drawing from the Special Damage Types picklist for Special Damage Types.
Special Damage Types:
This list contains general categories of quantifiable financial loss or expense. For more fine-grained classification, see the Special Damage Subtypes picklistfor Note Groups (populated from the Note Groups picklist), a dropdown for Note Type (populated from the Note Type picklist), a dropdown for Priority, and a text input field for Note Subject.
School Grades:
This list contains schooling levels (e.g. 3rd Grade, not A or F). It is used in the Type Grade dropdown when adding a special damage in the Special Damages case page. Note: most special damages are automatically entered when bills or other losses are entered in other case pages. These special damages are automatically assigned types and subtypes; those types and subtypes are part of the SmartAdvocate system and not related to this picklist. The picklist is only for special damages that are entered manually. school information on the School/Other Activities case page. It is a Basic Picklist Table, except that the non-action column is named Damage Type Descriptions instead of just Descriptions.
States:
This list contains states, provinces, commonwealths, territories, and other sub-national entities that have their own legal codes. It is used anywhere you would select a state or similar entity, such as contact addresses, most notably when configuring SOLs in the Case Types administrative page and when selecting the incident state in the Case Wizard for a new case. 
The table's columns are:
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State: The name of the state, province, or other state-like entity.
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State Code: The postal abbreviation for the entity.
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Country: The country in which the entity is located.
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Max Days to Filing S&C after Service: The maximum number of days after service of a Summons and Complaint within which the Summons and Complaint must be filed with the court, if so required by the particular state. This setting will override the default setting entered in the Max Days to Serve Summons and Complaint after Filing parameter set in System Parameters.
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School Other Activities Type
This list contains the different activities a plaintiff may have participated in outside of school. This list can be found in the Other Activity dropdown in the add/edit form on the School/Other Activities case page. It is a Basic Picklist Table.
Settlement Check Status
This list contains the various statuses that may be applicable to a settlement check. This list can be found in the Status dropdown in the Distribution Check section when adding a new Fee Check to the Fees Awarded case page. It is a Basic Picklist Table.
Settlement Check Types:
This list contains the different types of checks that may be attached to the settlement of a case. This list can be found in the Type dropdown in the Fee Check or Distribution Check section when adding a new Fee Check to the Fees Awarded case page. The table’s columns are:
Type Name: The name of the settlement check type.
Check Type: What overarching check type the type belongs to (Distribution or Settlement).
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Type Name and a dropdown for the Check Type containing only two choices, Distribution or Settlement.
Settlement Interest Variable Rates
This list contains the different percentages of interest that may be applied to a plaintiff’s disbursements. This list can be found from the Add/Edit Settlement screen on the Negotiations/Settlement
page. It is a Basic Picklist Table, except that the non-action column is titled Interest Rate instead of Description.
Settlement Types:
This list contains the types of settlements that can terminate a case. It is used in the Add Settlement panel on the Negotiations/Settlement page within a case. Note that the term “Settlement” applies to any action that resolves a case, whether by negotiation, judgement, or otherwise. The table’s columns are:
Type: The name of the Settlement type.
Case Groups: The Case Group(s) the type will appear in.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Type and a dropdown for Case Groups.
Special Damage Subtypes:
This list contains particular forms of quantifiable financial loss or expense within more general categories. For the more general categories themselves, see the Special Damage Types picklist. It is used in the Sub-Type dropdown when adding a special damage in the Special Damages case page. Note: most special damages are automatically entered when bills or other losses are entered in other case pages. These special damages are automatically assigned types and subtypes; those types and subtypes are part of the SmartAdvocate system and not related to this picklist. The picklist is only for special damages that are entered manually. The table's columns are:
Descriptions: The description of the subtype.
Special Damage Types: The more general category to which the subtype belongs.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has a text input field for Descriptions and a dropdown drawing from the Special Damage Types picklist for Special Damage Types.
Special Damage Types:
This list contains general categories of quantifiable financial loss or expense. For more fine-grained classification, see the Special Damage Subtypes picklist. It is used in the Type dropdown when adding a special damage in the Special Damages case page. Note: most special damages are automatically entered when bills or other losses are entered in other case pages. These special damages are automatically assigned types and subtypes; those types and subtypes are part of the SmartAdvocate system and not related to this picklist. The picklist is only for special damages that are entered manually. It is a Basic Picklist Table, except that the non-action column is named Damage Type Descriptions instead of just Descriptions.
SSD Decision Labels
This list contains the possible decisions that can be selected at various stages throughout the Social Security Application process. The table’s columns are:
Stage: The stage of the application processes these decisions apply to.
Positive Label: The positive outcome assigned to that stage.
Partial Label: The partial outcome assigned to that stage.
Negative Label: The negative outcome assigned to that stage.
Action: An action column containing an Edit icon.
The rows in this table are considered essential to the system and cannot be deleted. Rows cannot be added to this column; however, the names of the labels can be edited.
States:
This list contains states, provinces, commonwealths, territories, and other sub-national entities that have their own legal codes. It is used anywhere you would select a state or similar entity, such as contact addresses, most notably when configuring SOLs in the Case Types administrative page and when selecting the incident state in the Case Wizard for a new case.
The table's columns are:
State: The name of the state, province, or other state-like entity.
State Code: The postal abbreviation for the entity.
Country: The country in which the entity is located.
Max Days to Serve S&C after Filing: The maximum number of days after the filing of a Summons and Complaint within which service must be effectuated, if so required by the particular state. This setting will override the default setting entered in the Max Days to Serve Summons and Complaint after Filing parameter set in System Parameters.
Max Days to Filing S&C after Service: The maximum number of days after service of a Summons and Complaint within which the Summons and Complaint must be filed with the court, if so required by the particular state. This setting will override the default setting entered in the Max Days to Serve Summons and Complaint after Filing parameter set in System Parameters.
Majority Age: The legal age of majority in that state.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for State, State Code, Max Days to Serve S&C after Filing, and Max Days to Filing S&C after Serve, and a dropdown containing a hardcoded list of countries for Countries.
Task Types:
This list contains the possible types of tasks that may be added to a case. These are general groups to which most tasks in a case will belong. This list can be accessed in the Type dropdown from the add/edit task form. New tasks can be added from the Tasks panel on the case summary page, the Tasks case page, and the Tasks button in the Quick Add Toolbar. The task type can be a useful tool for sorting tasks within the Tasks case page and the Task Dashboard. Time tracking is able to be assigned from this page as well, which can then be found on the Time Tracking case page. The table’s columns are:
Task Type: The category of the task.
Associated Time: An optional amount of time associated with a certain task type to be used for time tracking.
Activity Code: This is the code associated with the task type used for time tracking. In order to properly track time this must be added to the task type (for more on Activity Codes see Time Tracking Activity Codes).
Time Tracking: Whether time tracking is automatically performed, added as a suggestion or disabled.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for Task Type and Associated Time and dropdowns for Activity Code (pulling from the Time Tracking Activity Codes picklist) and Time Tracking (containing the three options mentioned above).
Text Auto Replacement
This list contains common abbreviations that may be used when creating notes, emails or other written forms of communication within the SmartAdvocate system. This function will automatically correct these abbreviations to their non-abbreviated forms (e.g., “brb” will correct to “be right back”). The table’s columns are:
Abbreviation: The abbreviated text to be corrected to its non-abbreviated form.
Expanded Text: The non-abbreviated version.
Case Sensitive: Is the text case sensitive.
Full Word Only: Whether the abbreviated text to be corrected must be a full and separate word.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for State, State Code, Max Days to Serve S&C after Filing, and Max Days to Filing S&C after Serve, and a dropdown containing a hardcoded list of countries for Countries.
Task Types:
This list contains types of tasks. It is used in the Category dropdown when Assigning a Task or adding a template in the Task Templates administrative page. It is a Basic Picklist Table, except that the non-action column is named Task Categories instead of DescriptionsAbbreviation and Expanded Text and yes/no dropdowns for Case Sensitive and Full Word Only.
Time Tracking Activity Code Relationships:
This list is used to select the set of case types for which individual activity codes are available for time tracking. This determines which activities appear in the Activity dropdown in the Time Tracking page for a given case type. See the Activity Codes picklist for defining activity codes; they cannot be added to or deleted directly from this page, which can only be accomplished on the Activity Codes page. The table's columns are:
Activity Codes: The description of the activity.
Case Types: A list of case types for which the activity code is available for time tracking. If "All Case Types" appears in the list, the activity code is available for time tracking in all case types.
Action: An action column containing an Edit icon.
The edit form has a Checkbox-select dropdown containing case types for Case Type IDs, which corresponds to Case Types. To make an activity code available for all Case Types, scroll down the list to find "All Case Types", which is listed alphabetically.
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This list contains activities for use when you want to track your time. It is used in the Activity dropdown in the Time Tracking case page. However, not every item in this list will necessarily appear in the Activity dropdown; individual activity codes only appear for certain case types. See the CaseType-ActivityCode Relationships picklist for selecting the set of case types for which individual activity codes appear. This list is also used to define the contents of the CaseType-ActivityCode Relationships picklist. The rows in the CaseType-ActivityCode Relationships list cannot be directly added to or deleted; addition or deletion must be done through this Activity Codes list. The table has two columns: Activity Codes, for the description of the activity, and Action, an action column containing an Edit icon and a Delete icon. You can add a new row to the table by clicking the Add New Item button. The add/edit form has only one field, a Text input field for naming the Activity Codes.
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