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The Plaintiff Summary page allows you to view and record the details of the plaintiffs in the case. This includes plaintiffs not represented by your firm, and other parties in the case who act on behalf of plaintiffs but are not themselves named as plaintiffs or otherwise parties in the case (such as parents, guardians, etc.). You may also view and record the details of plaintiff-centric SOLs on this page, though those are primarily managed on the Critical Deadlines case the Critical Deadlines case page.
The Structure of This Page
Note: The Add Plaintiff SOL button and Plaintiff Statutes Of Limitation table are both associated with an individual row of the Plaintiff's table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Plaintiff Summary page, and wherein the Plaintiff's table they appear will depend on which row, if any, of the Plaintiff's table is set to display subtables. See Subtables See Subtables and the Open/Closed Column.
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Add Plaintiff button: Used to add a new plaintiff who is represented by your firm to the case file. See Adding a Plaintiff.
Plaintiffs table: Contains the details of the plaintiffs represented by your firm and allows various actions to be performed on them. See Plaintiffs Table.
Add Plaintiff SOL button: Used to add a new plaintiff-centric SOLs to the case file. See Adding a Plaintiff SOL.
Plaintiff Statutes of Limitation table: Contains the details of plaintiff-centric statutes of limitation for a particular plaintiff and allows various actions to be performed on them. See Plaintiff Statutes Of Limitation Table.
Add Other Plaintiff: Used to add a plaintiff not represented by your firm to the case file. See Adding an Other Plaintiff.
Other Plaintiffs table: Contains the details of plaintiffs not represented by your firm and allows various actions to be performed on them. See Other Plaintiffs Table.
Add Non-Party Contacts: Used to add a new individual connected to the case but not named as a plaintiff or other party to the case file. See Adding a Non-Party Contacts.
Non-Party Contacts table: Contains the details of non-party individuals and allows various actions to be performed on them. See Non-Party Contacts Table.
Plaintiffs Table
The Plaintiff's table is where the details of plaintiffs your firm represents are stored. Each row of the table represents an individual plaintiff. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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[column with no title]: A plus signAnchor Actions Actions 
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, information about plaintiffs' statutes of limitations applicable to that plaintiff). Clicking on the plus sign opens the Plaintiff Statutes of Limitation subtable for that defendant. The plus sign then turns into a negative sign 
which, when clicked, closes the subtable.Name: The name, date of birth, and age of the plaintiff.
Role: The plaintiff's role in the case.
Phone Number: The plaintiff's primary phone number.
Primary: Whether the plaintiff is the primary plaintiff and/or your firm's primary contact in the case.
Doc: The number of documents associated with the plaintiffs and a link to the documents in the Documents case the Documents case page.
Group: The plaintiff group to which the plaintiff belongs.
[column with no title]: Right-click icon; the right-click menu contains Edit, Edit contact card, and Delete.
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To edit a plaintiff:
Click the rightthe right-click icon in icon in the untitled column of the row representing the plaintiff you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for plaintiffs, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Plaintiff Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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Make sure the plaintiff you wish to delete is not the primary plaintiff; if you attempt to delete the primary plaintiff, the SmartAdvocate system will display an error message instead of deleting the plaintiff. If the plaintiff you wish to delete is the primary plaintiff, you must edit another plaintiff and select that plaintiff as primary to remove the primary designation from the plaintiff you wish to delete.
Click the rightthe right-click icon in icon in the untitled column of the row representing the plaintiff you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 plaintiff, 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.
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Click the Add Plaintiff button. This will bring up an Add/Edit panel for plaintiffs, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Plaintiff Panel for Panel for details about the fields.
Click Save to save the plaintiff and close the panel.
If you decide you do not wish to save the plaintiff, 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.
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The Add/Edit Plaintiff Panel allows you to fill in the details of a plaintiff that your firm represents. The panel is different when adding a new plaintiff than it is when editing an existing plaintiff. When adding a new plaintiff, the contents of the Add the Add New Contact panel Contact panel are included in the Add Plaintiff Panel, in order to add the plaintiff as a new contact. However, the Contact Type Details section is replaced with the Sub Category and Contact Comments fields from the Contact the Contact Card. Any new contact created through this panel is automatically marked Active and assigned the type General. Some other fields are also present only when adding or only when editing, or are in different locations in the panel. See Add/Edit Panels for general information about panel structure and usage.
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Plaintiff Name: The name of the plaintiff.
Plaintiff Role: The plaintiff's role in the case.
Order/Grouping: The plaintiff group to which this plaintiff is assigned.
Primary Plaintiff [or Is Primary]: Whether the plaintiff is the primary plaintiff in the case. This field is labeled Primary Plaintiff when editing an existing plaintiff, and Is Primary when adding a new plaintiff. Only one plaintiff may be marked as primary; selecting a new primary plaintiff will remove the primary designation from the current primary plaintiff.
Client: Whether this plaintiff is a client of your firm.
Remove From Case: Whether the plaintiff has been removed from the case. This field does not appear when adding a new plaintiff. If this field is selected, all text in this row will be crossed out and the plaintiff will not appear in the Plaintiff area of the Case Summary pagethe Case Summary page.
Primary Contact: Whether the plaintiff is your firm's primary contact in the case. At most one plaintiff may be marked as the primary contact; selecting a new primary contact will remove the primary contact designation from the current primary contact.
Plaintiff Missing: Whether the plaintiff is missing.
Comments: Any comments about the plaintiff
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The Plaintiff Statutes Of Limitation table contains the details of statutes of limitations that govern actions taken by a particular plaintiff. It contains the same information as the Plaintiff the Plaintiff Statutes of Limitation Table in the Critical Deadlines case Table in the Critical Deadlines case page, but only for a single plaintiff. The Plaintiff Statutes Of Limitation table is a subtable of the Plaintiffs the Plaintiffs Table, which means that each row of the Plaintiffs table has an individual Plaintiff Statutes Of Limitation subtable associated with it, which is specific to the plaintiff in that row; open a row of the Plaintiffs table using the plus / minus sign icon to reveal the associated Plaintiff Statutes Of Limitation subtable. Each row of the subtable represents an individual statute of limitations. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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SOL Type: The SOL type.
SOL Date: The deadline of the SOL.
Date Complied: The date of compliance with the SOL.
Comments: Any comments about the statute of limitations.
[column with no title]: Right-click icon; the right-click menu contains Edit and Delete
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To edit a plaintiff-centric statute of limitations:
Click the rightthe right-click icon in icon in the untitled column of the row representing the SOL you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Plaintiff SOL Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a plaintiff-centric statute of limitations:
Click the rightthe right-click icon in icon in the untitled column of the row representing the SOL you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 SOL, 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.
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Click the Add Plaintiff SOL button. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Plaintiff SOL Panel for Panel for details about the fields.
Click Save to save the SOL and close the panel.
If you decide you do not wish to save the SOL, 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.
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The Other Plaintiffs table is where the details of plaintiffs not represented by your firm are stored. Each row of the table represents an individual plaintiff. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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To edit a plaintiff not represented by your firm:
Click the Edit icon in the Edit icon in the Action column of the row representing the plaintiff you wish to edit. This will bring up an Add/Edit panel for other plaintiffs, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Other Plaintiff Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a plaintiff not represented by your firm:
Click the Delete icon in the Delete icon in the Action column of the row representing the plaintiff you wish to delete. 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 plaintiff, 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.
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Click the Add Other Plaintiff button. This will bring up an Add/Edit panel for other plaintiffs, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Other Plaintiff Panel for Panel for details about the fields.
Click Save to save the plaintiff and close the panel.
If you decide you do not wish to save the plaintiff, 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.
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The Non-Party Contacts table is where the details of individuals in the case who act on behalf of a plaintiff, but are not themselves named in the case, are stored. Each row of the table represents an individual Non-Party Contacts. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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To edit a Non-Party Contacts:
Click the Edit icon in the Edit icon in the Action column of the row representing the party you wish to edit. This will bring up an Add/Edit panel for non-plaintiff parties, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Non-Party Contacts Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a Non-Party Contacts:
Click the Delete icon in the Delete icon in the Action column of the row representing the party you wish to delete. 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 party, 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.
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Click the Add Non-Party Contacts button. This will bring up an Add/Edit panel for non-plaintiff parties, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Non-Party Contacts Panel for Panel for details about the fields.
Click Save to save the party and close the panel.
If you decide you do not wish to save the party, 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.
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The Counter Claims table is where the details of Counter Claims that have been filed in the case. Each row of the table represents an CounterClaim. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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To edit a Counter Claim:
Click the Edit icon in the Edit icon in the Action column of the row representing the Counter Claim you wish to edit. This will bring up an Add/Edit panel for Counter Claims, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Counter Claims Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a Counter Claim:
Click the Delete icon in the Delete icon in the Action column of the row representing the Counter Claim you wish to delete. 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 Counter Claim, 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.
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Plaintiff: The name of the Counter Claim plaintiff.
Law Firm: The name of the law firm representing the Counter Claim plaintiff on the Counter Claim.
Attorney: The name of the attorney representing the Counter Claim plaintiff on the Counter Claim.
Answer to CC Due: The date by which the answer to the Counter Claim is due.
Create Critical Deadline: Checkbox that determines whether to create a critical deadline from the date by which the answer to the Counter Claim is due. The box is checked by default once a date is entered in the Answer to CC Due field.
Defendant: The name of the Counter Claim defendant.
Law Firm: The name of the law firm representing the Counter Claim defendant on the Counter Claim.
Attorney: The name of the attorney representing the Counter Claim defendant on the Counter Claim.
Law Firm File #: The file number used by the law firm representing the Counter Claim defendant.
Insurance Co.: The name of the insurance company covering the Counter Claim defendant on the Counter Claim.
Adjuster: The name of the adjuster of the insurance company covering the Counter Claim defendant on the Counter Claim.
Claim #: The claim number of the insurance company covering the Counter Claim defendant on the Counter Claim.
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Injuries |
The Injuries page allows you to view and record the details of plaintiffs' injuries that are relevant to the case.
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Note: The Add Injury Details button, Add Injuries Using ICD codes button, and Injury Details table are all associated with an individual row of the Injuries Summary table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Injuries page, and where in the Injuries Summary table they appear, will depend on which row, if any, of the Injuries Summary table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Injuries Summary button: Used to add a new injury profile to the case file. See Adding an Injury Profile.
Injuries Summary table: Contains the general information about plaintiffs' injuries and allows various actions to be performed on that information. See Injuries Summary Table.
Add Injury Details button: Used to add a new injury to the case file. See Adding an Injury.
Add Injuries Using ICD codes button: Used to quickly add a new injury to the case file, using the ICD code or codes for the injury. See Adding an Injury .
Injury Details table: Contains the details of injuries for a particular plaintiff and allows various actions to be performed on them. See Injury Details Table.
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Injuries
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Summary Table
The Injuries Summary table is where injury profiles, which are the overall information about plaintiffs' injuries, are stored. Each row of the table represents the injury profile of an individual plaintiff. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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To edit an injury profile:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury profile you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for injury profiles, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Injury Profile Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete an injury profile:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury profile you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 injury profile, 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.
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Click the Add Injuries Summary button. This will bring up an Add/Edit panel for injury profiles, completely blank.
If the Add Injuries Summary button is greyed out, injury profiles have already been added for each plaintiff, and no more can be added.
Fill the fields in with your desired information. See The See The Add/Edit Injury Profile Panel for Panel for details about the fields.
Click Save to save the injury profile and close the panel.
If you decide you do not wish to save the injury profile, 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.
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The Injury Details table is where the details of individual injuries are stored. The Injury Details table is a subtable of the Injuries Summary table, which means that each row of the Injuries Summary table has an individual Injury Details table associated with it, which is specific to the plaintiff in that row; open a row of the Injuries Summary table using the open/close icon ( 
) to reveal the associated Injury Details table. Each row of the table represents an individual injury. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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Editing an Injury
To edit an injury:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for injuries, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Injury Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete an injury:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 injury, 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.
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If the row representing the injury profile you wish to add the injury to is not open, click the plus sign icon
to open the row. This will reveal the Injury Details subtable for that row.Alternatively, click the rightthe right-click icon in icon in the Action column of the row representing the injury profile you wish to add the injury to, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Details option in the menu. This will bring up an Add/Edit panel for injuries, blank except for defaults. Skip to step 3.
Click the Add Injury Details button. This will bring up an Add/Edit panel for injuries, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Injury Panel for Panel for details about the fields.
Click Save to save the injury and close the panel.
If you decide you do not wish to save the injury, 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.
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If the row representing the injury profile you wish to add the injury to is not open, click the plus sign icon
to open the row. This will reveal the Injury Details subtable for that row.Click the Add Injuries Using ICD codes button. This will bring up the ICD code entry panel, which only contains a single Text input fieldsingle Text input field.
Enter the ICD-10 codes for any injuries you wish to add. Do not use periods; if you wish to enter a code that contains a period, simply omit the period (e.g. if you wish to enter the code Y93.64, enter Y9364 instead). To add multiple codes at once, separate them with a comma. Spaces between codes are ignored; you may use them or not as you wish.
Click Add to add the injuries represented by the codes and close the panel.
The injuries will be added as separate rows of the Injury Details table. The Injury column will contain the ICD description of the injury, using abbreviations to shorten the overall length of the description. The Description column will contain the ICD description, unedited. Sub BP will be set to No and Created Date will be set to the current date. No other columns will contain data.
If you decide you do not wish to add the injuries, click Cancel instead of clicking Add to undo any typing and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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Note that any text left in the lookup tool itself when you save the changes to the panel will be discarded; you must click the Add button to actually add the description corresponding to the code.
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| _Toc502125094 |
The Medical Providers page allows you to view and record the details of medical providers and medical records that are relevant to the case, and to keep track of individual visits, bills, and medical record requests. You can also generate the documents for medical record requests directly from this page.
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Note: The Add Visit button, Medical Visits table, Add New Bill button, Medical Bills table, Add Amount Paid button, and Amount Paid table are all associated with an individual row of the Medical Providers table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Medical Providers page, and where in the Medical Providers table they appear, will depend on which row, if any, of the Medical Providers table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Medical Provider button: Used to add a new medical provider to the case file. See Adding a Medical Provider.
Medical Providers table: Contains the medical provider details and allows various actions to be performed on them. See Medical Providers Table.
Add Visit button: Used to add a new medical visit to the case file. See Adding a Medical Visit.
Medical Visits table: Contains the medical visit details for a particular medical provider and allows various actions to be performed on them. See Medical Visits Table.
Add New Bill button: Used to add a new medical bill to the case file. See Adding a Medical Bill.
Medical Bills table: Contains the medical bill details for a particular medical provider and allows various actions to be performed on them. See Medical Bills Table.
Add Amount Paid button: Used to add a payment of a medical bill to the case file. See Adding a Medical Payment.
Amount Paid table: Contains the payment details of medical bills from a particular medical provider and allows various actions to be performed on them. See Amount Paid Table.
Add Medical Request button: Used to add a medical record request to the case file. See Adding a Medical Record Request.
Show Active Requests Only checkbox. If selected, requests with a Completed date will not appear in the Medical Requests table. Click the checkbox to change it from selected to deselected or vice versa.
Medical Requests table: Contains the details of medical record requests and allows various actions to be performed on them. See Medical Requests Table.
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Medical
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Providers Table
The Medical Providers table is where the details of medical providers are stored. Each row of the table represents an individual medical provider and an individual plaintiff who obtained medical services from that provider. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, medical visits, medical bills, and amount paid information for the medical provider applicable for that plaintiff). Clicking on the plus sign opens the Medical Provider subtable for that plaintiff. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Plaintiff: The plaintiff who was treated by the medical provider.
Provider: The medical provider who treated the plaintiff.
Specialty: The medical specialization of the medical provider.
Don't Pay at Settlement: Whether the Don't Pay at Settlement box has been checked for the medical provider.
Start Date: The date that the medical treatment began. When a medical visit is added for the provider with a start date earlier than the value in this column, this column automatically changes to the new visit's start date.
End Date: The date that the medical treatment ended. When a medical visit is added for the provider with an end date later than the value in this column, this column automatically changes to the new visit's end date.
Ended: Whether the medical treatment has ended or not. This column is shared between the medical provider and all associated medical visits; any change to this column in any of those rows changes it in all the rows.
Total Bill: The sum of all bills related to visits with the medical provider. The sum of this column across all rows in the table appears below the last row of the column.
Docs: The number of documents associated with the medical provider and a link to the documents in the Documents case the Documents case page. The sum of this column across all rows in the table appears below the last row of the column (the sum does not include a link).
Notes: The number of notes associated with the medical provider and a link to the notes in the Notes case page. The sum of this column across all rows in the table appears below the last row of the column (the sum does not include a link).
#: The number of visits to the medical provider. Automatically changes to the number of rows in the Medical Visits subtable for this row when a medical visit is added to or deleted from the table. Clicking this column in any row will open the subtables for that row (it will not close them if they are already open). The sum of this column across all rows in the table appears below the last row of the column (clicking the sum has no effect).
Expert: Whether the medical provider is also acting as an expert.
Lien: Whether the medical provider appears on the Lien Tracking page.
Action: A Right-click icon; the right-click menu contains Edit Provider, Add Bill, Add Request, Add Visit, Delete Provider, Copy total bill to liens, Copy all bills to liens, and Select Documents.
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To edit a medical provider:
Click the rightthe right-click icon in icon in the Action column of the row representing the medical provider you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the medical provider you wish to edit. This will bring up an Add/Edit panel for medical providers, with the existing information filled in. Skip to step 3.
Click the Edit Provider option in the menu. This will bring up an Add/Edit panel for medical providers, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Medical Provider Panel for 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.
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Make sure there are no medical visits associated with the provider. All medical visits associated with the provider must be deleted before attempting to delete the provider. See Deleting See Deleting a Medical Visit to Visit to delete any visits currently associated with the provider.
Click the rightthe right-click icon in icon in the Action column of the row representing the medical provider you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the medical provider you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete Provider option in the menu. 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 medical provider, 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.
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Click the Add Medical Provider button. This will bring up an Add/Edit panel for medical providers, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Medical Provider Panel for Panel for details about the fields.
Click Update to save the medical provider and close the panel.
If you decide you do not wish to save the medical provider, 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.
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The Related Documents field and Documents panel allow you to select documents and specifically relate them to a particular record on this page. This can help you quickly identify and access the most relevant document when you or another staff member visits this page at a later time. When you click Select Documents from the right-click menu, or click the Select button in the Related Documents field, a table of the documents in the case will appear. When you click Attach Documents from the right-click menu, or click the Attach button in the Related Documents field, you will be able to search your computer or anywhere on your network to which you have access. Find the document or documents you wish to associate with the particular record and select the checkbox for each document. Click Select or Update to confirm the selection. The descriptions of each selected document will appear in the Documents column in the table. Clicking the description of a document will automatically open that document.
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Medical Visits Table
The Medical Visits table is where the details of medical visits are stored. The Medical Visits table is a subtable of the Medical the Medical Providers Table, which means that each row of the Medical Providers table has an individual Medical Visits table associated with it, which is specific to the medical provider in that row; open a row of the Medical Providers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Medical Visits table. Each row of the table represents an individual medical visit or series of visits. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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To edit a medical visit:
Click the rightthe right-click icon in icon in the Action column of the row representing the visit you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the visit you wish to edit. This will bring up an Add/Edit panel for medical visits, with the existing information filled in. Skip to step 3.
Click the Edit Visit option in the menu. This will bring up an Add/Edit panel for medical visits, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Medical Visit Panel for 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.
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To delete a medical visit:
Click the rightthe right-click icon in icon in the Action column of the row representing the visit you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the visit you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete Visit option in the menu. 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 visit, 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.
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If the row representing the medical provider you wish to add the visit to is not open, click the open/close icons (plus sign to open, minus sign to close) for the row. This will reveal the Medical Visits subtable for that row.
Alternatively, click the Add Visit icon in the Actions column of the row representing the medical provider you wish to add the visit to. This will bring up an Add/Edit panel for medical visits, blank except for Start Date and End Date, which will both be set to the current date. Skip to step 3.
Another alternative is to click the rightthe right-click icon in icon in the Action column of the row representing the medical provider you wish to add the visit to, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Visit option in the menu. This will bring up an Add/Edit panel for medical visits, blank except for Start Date and End Date, which will both be set to the current date. Skip to step 3.
Click the Add Visit button. This will bring up an Add/Edit panel for medical visits, blank except for Start Date and End Date, which will both be set to the current date.
Fill the fields in with your desired information. See The See The Add/Edit Medical Visit Panel for Panel for details about the fields.
Click Update to save the visit and close the panel.
If you decide you do not wish to save the visit, 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.
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Start Date: The date that the medical visit began.
End Date: The date that the medical visit ended.
Visit Type: The type of the medical visit.
Visit Result: The outcome of the visit.
Complaint: The plaintiff's complaint that spurred the medical visit.
Diagnosis: The medical provider's diagnosis of the cause of the complaint.
Treatment Plan: The medical provider's treatment plan arising out of the visit.
Comments: Any comments about the medical visit.
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Medical Bills Table
The Medical Bills table is where the details of medical bills are stored. The Medical Bills table is a subtable of the Medical the Medical Providers Table, which means that each row of the Medical Providers table has an individual Medical Bills table associated with it, which is specific to the medical provider in that row; open a row of the Medical Providers table using the open/close icon to reveal the associated Medical Bills table. Each row of the table represents an individual bill. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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Visit/Comments: The details of the medical visit the bill is associated with (the date of the visit and the visit type) and any comments about the bill.
Bill #: The identification number of the bill.
Account #: The identification number of the account the bill is part of.
Bill Amount: The initial amount of the bill.
Negotiated Bill Amount: The amount of the bill after negotiation and/or other discounting.
Submit date: The date the bill was issued by the medical provider or billing service.
Date From: The start date of the period of the medical visit included in the bill.
Date To: The end date of the period of the medical visit included in the bill.
Balance Amount: The outstanding balance on the bill. This field is automatically calculated: if the Negotiated Bill Amount field is not blank, then this column equals the amount in the Negotiated Bill Amount field minus the sum of the Paid Amount column for all rows in the Amount Paid table associated with the bill; otherwise, this column equals the amount in the Bill Amount field minus the sum of the Paid Amount column for all rows in the Amount Paid table associated with the bill.
Action: A Right-click icon; the right-click menu contains Edit Bill, Delete Bill, and Copy Bill to Liens.
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To edit a medical bill:
Click the rightthe right-click icon in icon in the Action column of the row representing the bill you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the bill you wish to edit. This will bring up an Add/Edit panel for medical bills, with the existing information filled in. Skip to step 3.
Click the Edit Bill option in the menu. This will bring up an Add/Edit panel for medical bills, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Medical Bill Panel for 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.
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To delete a medical bill:
Click the rightthe right-click icon in icon in the Action column of the row representing the bill you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the bill you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete Bill option in the menu. 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 bill, 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.
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If the row representing the medical provider you wish to add the bill to is not open
Anchor _Hlk510440154 _Hlk510440154 click the open/close icons (plus sign to open, minus sign to close) for the row. This will reveal the Medical Bills subtable for that row.Alternatively, click the Add Bill icon in the Actions column of the row representing the medical provider you wish to add the bill to. This will bring up an Add/Edit panel for medical bills, completely blank. Skip to step 3.
Another alternative is to click the rightthe right-click icon in icon in the Action column of the row representing the medical provider you wish to add the bill to, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Bill option in the menu. This will bring up an Add/Edit panel for medical visits, completely blank. Skip to step 3.
Click the Add New Bill button. This will bring up an Add/Edit panel for medical bills, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Medical Bill Panel for Panel for details about the fields.
Click Update to save the bill and close the panel.
If you decide you do not wish to save the bill, 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.
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You can copy the amounts of medical bills directly to the Lien Tracking pagethe Lien Tracking page. Doing so will add the medical provider associated with the bill to the Lien Tracking page as a lienor of type Hospital if the provider is not already listed as a lienor, and will add a lien entry or multiple entries to the Lien History subtable for that lienor, of lien type Hospital and with the bill amount listed as the Unconfirmed Amount. Doing so can be substantially easier than manually entering each bill into the Lien Tracking page, especially when there are a large number of bills from a single provider. There are three different ways to copy medical bills to liens, each of which transfers the bill amounts in a slightly different way from the others.
One option is to transfer the total amount of all bills from a particular provider for a particular plaintiff to the Lien Tracking page as a single lien reflecting the entire amount. The amount will be equal to the Total Bill column in the corresponding row of the Medical Providers table; it will not take into account any negotiation of the bills. To do so:
Click the rightthe right-click icon in icon in the Action column of the row of the Medical Providers table representing the medical provider whose bills you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy total bill to liens option in the menu. This will bring up a confirmation message.
Click the OK button in the message to confirm the copying.
If you decide you do not wish to copy the bill, click Cancel instead of clicking OK to cancel the copying. 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 copying, you may not be able to visit any other tab in your browser.
Another option is to transfer the individual amounts of each bill from a particular provider for a particular plaintiff to the Lien Tracking page as a group of liens, each one reflecting the amount of a single corresponding bill. The amounts will be equal to the Negotiated Bill Amount column in the corresponding rows of the Medical Bills table (or the Bill Amount column in rows where the Negotiated Bill Amount is blank); this is the only one of the three methods that includes the negotiation of the bills. To do so:
Click the rightthe right-click icon in icon in the Action column of the row of the Medical Providers table representing the medical provider whose bills you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy all bills to liens option in the menu. This will bring up a confirmation message.
Click the OK button in the message to confirm the copying.
If you decide you do not wish to copy the bill, click Cancel instead of clicking OK to cancel the copying. 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 copying, you may not be able to visit any other tab in your browser.
The last option is to transfer the amount of a single bill to the Lien Tracking page as a single lien reflecting the amount of that bill. The amount will be equal to the Bill Amount column in the corresponding row of the Medical Bills table; it will not take into account any negotiation of the bill. To do so:
Click the rightthe right-click icon in icon in the Action column of the row of the Medical Bills table representing the medical bill you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy Bill To Liens option in the menu. This will bring up a confirmation message.
Click the OK button in the message to confirm the copying.
If you decide you do not wish to copy the bill, click Cancel instead of clicking OK to cancel the copying. 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 copying, you may not be able to visit any other tab in your browser.
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Associated Medical Visit: Which visit to the medical provider is the source of the bill.
Bill #: The identification number of the bill.
Account #: The identification number of the account the bill is part of.
Bill Amount: The initial amount of the bill.
Negotiated Bill Amount: The amount of the bill after negotiation and/or other discounting.
Date From: The start date of the period of the medical visit included in the bill.
Date To: The end date of the period of the medical visit included in the bill.
Submit date: The date the bill was issued by the medical provider or billing service.
Comments: Any comments about the bill.
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Amount Paid Table
The Amount Paid table is where the details of payments on medical bills are stored. The Amount Paid table is a subtable of the Medical the Medical Providers Table, which means that each row of the Medical Providers table has an individual Amount Paid table associated with it, which is specific to the medical provider in that row; open a row of the Medical Providers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Amount Paid table. Each row of the table represents an individual payment. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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Associated Medical Bill: Which medical bill from the provider the payment is for.
Claim Submitted Date: The date the claim was made to the insurer regarding the bill.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Collateral: The type of compensation being used to pay the bill.
Paid Amount: The amount being paid toward the bill.
Comments: Any comments about the payment.
Action:
Anchor _Hlk510440434 _Hlk510440434 A Right-click icon; the right-click menu contains Edit Amount, Delete Amount, and Copy Payment to Liens.
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To edit a medical payment:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the payment you wish to edit. This will bring up an Add/Edit panel for medical payments, with the existing information filled in. Skip to step 3.
Click the Edit Amount option in the menu. This will bring up an Add/Edit panel for medical payments, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for 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.
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To delete a medical payment:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the payment you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete Amount option in the menu. 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 payment, 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.
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If the row representing the medical provider you wish to add the payment to is not open, click the open/close icon (plus sign to open, minus sign to close) for the row. This will reveal the Amount Paid subtable for that row.
Click the Add Amount Paid button. This will bring up an Add/Edit panel for medical payments, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for Panel for details about the fields.
Click Update to save the payment and close the panel.
If you decide you do not wish to save the payment, 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.
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Associated Medical Bill: Which visit to the medical provider is the source of the bill.
Collateral: The type of compensation being used to pay the bill.
Claim Submitted Date: The date the claim was made to the insurer regarding the bill.
Paid Date: The date the payment was made.
Paid By: The contact that paid the bill.
Paid Amount: The amount being paid toward the bill
Comments: Any comments about the amount paid.
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Medical Requests Table
The Medical Requests table is where the details of medical record requests are stored. Each row of the table represents an individual request. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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Columns in the Table
The Medical Requests table contains the following available columns:
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[Priority]: The priority level of the request.
Plaintiff: The plaintiff whose medical records are being requested.
Provider: The medical provider receiving the request.
Request Date: The date the record request was made.
Requested By: The person within your firm who requested the records.
Assigned To: The person within your firm who has been assigned with requesting the medical records.
Record Type: The type of records being requested from the medical provider.
From: The start date of the period the records being requested cover.
To: The end date of the period the records being requested cover.
Comments: Any comments about the request.
Created By: The person in your firm who created the medical request.
Request Info: The details of the request (the type of records being requested, dates covered, staff member making the request, and staff member responsible for following up on the request).
Completed @: The date the request reached its final status.
Status: The current status of the request.
Status Date: The date the request reached its current status.
FollowUp Date: The date the request should be followed up on if no response is received.
Action: A Right-click icon; the right-click menu contains Edit Bill, Delete Bill, and Copy Bill to Liens.
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To edit a medical record request:
Click the rightthe right-click icon in icon in the Action column of the row representing the request you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the request you wish to edit. This will bring up an Add/Edit panel for medical record requests, with the existing information filled in. Skip to step 3.
Click the Edit Request option in the menu. This will bring up an Add/Edit panel for medical record requests, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Medical Record Request Panel for 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.
If you wish to generate the record request document at the same time as you save the changes, click Update & Generate instead of clicking Update to save the changes, close the Add/Edit panel, and open the medical request generation panel. See Generating the Medical Record Request Document for details about the panel.
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To delete a medical record request:
Click the rightthe right-click icon in icon in the Action column of the row representing the request you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the request you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete Request option in the menu. 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 request, 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.
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Click the Add Medical Request button. This will bring up an Add/Edit panel for medical record requests, blank except for defaults.
Alternatively, if you wish to make a request regarding a particular provider, there are two ways to do so. One is to click the Add Request icon in the Actions column of the row representing the medical provider whose records you wish to request. The other is to click the rightthe right-click icon in icon in the Action column of the row representing the medical provider whose records you wish to request, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Request option in the menu. Either method will bring up an Add/Edit panel for medical record requests, with the Plaintiff, Provider, From, and To fields matching the medical provider's Plaintiff, Provider, Start Date, and End Date columns.
There is yet another alternative if you wish to make a request regarding a particular visit to a medical provider, and again there are two ways to do so. One is to click the Add Request icon in the Actions column of the row representing the medical visit you wish to request the records of. The other is to click the rightthe right-click icon in icon in the Action column of the row representing the medical visit you wish to request the records of, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Request option in the menu. Either method will bring up an Add/Edit panel for medical record requests, with the Plaintiff and Provider fields matching the medical provider's Plaintiff, and Provider columns, and the From and To fields matching the medical visit's Start Date and End Date columns.
Fill the fields in with your desired information. See The See The Add/Edit Medical Record Request Panel for Panel for details about the fields.
Click Update to save the request and close the panel.
If you decide you do not wish to save the request, 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.
If you wish to generate the record request document at the same time as you save the request, click Update & Generate instead of clicking Update to save the request, close the Add/Edit panel, and open the medical request generation panel. See Generating the Medical Record Request Document for details about the panel.
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Generating the Medical Record Request Document
To generate the medical record request document:
Click the rightthe right-click icon in icon in the Action column of the row representing the request you wish to generate the document for, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Generate Request icon in the Actions column of the row representing the request you wish to edit. This will bring up the medical request generation panel. Skip to step 3.
Another alternative is to click Update & Generate when editing or adding a medical record request. This will save the request and then bring up the medical request generation panel. Skip to step 3.
Click the Generate Request option in the menu. This will bring up the medical request generation panel.
Fill the fields in with your desired information. See The Medical Request Generation Panel for details about the fields.
Click OK to generate the document and close the panel.
If you decide you do not wish to generate the document, click the white X at the upper right of the panel instead of clicking OK to undo any selections and close the panel.
The document will be generated from the template associated with the record type of the request. See the Medical the Medical Record Request Types administrative Types administrative page for managing record types and associating document templates with them.
Generating the document will automatically change the status of the request to External (even if you had just edited or added the request with a different status).
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Marking a Request for Follow-up
You can quickly change the follow-up date of a request to the current date. This can be useful for indicating that a request needs to be followed up on as soon as possible. To do so, click the rightthe right-click icon in icon in the Action column of the row representing the request whose follow-up date you wish to change, or right-click anywhere in that row. This will bring up a menu of options. Click the Mark For Follow-Up option in the menu. Alternatively, you can click the Mark For Follow-Up icon in the Actions column of the row representing the request whose follow-up date you wish to change.
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Canceling a Request
You can quickly change the status of a request to Canceled. This can be a little easier than editing the request since, if the request is being canceled, the only aspect of the request that is still relevant is the status. To do so, click the rightthe right-click icon in icon in the Action column of the row representing the request whose status you wish to change, or right-click anywhere in that row. This will bring up a menu of options. Click the Cancel Request option in the menu. Alternatively, you can click the Cancel Request icon in the Actions column of the row representing the request you wish to edit.
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Sending a Request to a Records Retrieval Service
If you have an integration with a medical records retrieval service, you can send a medical record request directly to that service from the Medical Providers page. To do so:
Click the rightthe right-click icon in icon in the Action column of the row representing the request you wish to send to the retrieval service, or right-click anywhere in that row. This will bring up a menu of options.
Click the Send to Retrieval Service option in the menu. This will bring up a panel for adding details to the request.
Fill the fields in with your desired information. See The Record Request Sending Panel for details about the fields.
Click Send to send the request and close the panel.
If you decide you do not wish to send the request, click Cancel instead of clicking Send to undo any changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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Plaintiff: The plaintiff whose medical records are being requested.
Provider: The medical provider receiving the request.
Request Date: The date the record request was made.
Assigned To: The staff member responsible for following up on the request. The dropdown will show a list of staff members designated as Medical Records Clerks on top of the list.
Send Email: [Checkbox] When checked, an email will be sent to the staff designated as "Assigned To" notifying the staff member that the medical records request was assigned to him/her or was updated, as appropriate.
From: The start date of the period the records being requested cover. This field is uneditable if Select all dates is selected.
Select all dates: If selected, the request will cover "all available dates," regardless of the From and To fields.
To: The end date of the period the records being requested cover. This field is uneditable if Select all dates or Until Today is selected.
Until Today: If selected, the request will cover dates up "to present," regardless of the To field.
FollowUp Date: The date the request should be followed up on if no response is received. If this field is left blank when changes are saved, the previous value of the field, if any, will be used.
Record Type: The type of records being requested.
Priority: The priority level of the request.
Status: The current status of the request.
Status Date: The date the request reached its current status. If this field is left blank when changes are saved, the current date will be used.
Requested By: The person in your firm who is making this request. Upon creation of the request, this field default to the user who created the request.
Comments: Any comments about the request.
Provider Notes: Any notes about the medical provider.
Retrieval Provider Notes: Any notes received from the medical records retrieval company in connection with the request.
Attach: Allows you to attach any document on your computer or your network to attach to the request.
Select: Allows you to select any document in the case to attach to the request.
Related Documents: List of documents in the case that have been attached to this request.
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Other Providers |
The Other Providers page allows you to view and record the details of service providers whose services were necessitated by the inciting incident of the case, other than direct medical providers, and whose charges are considered special damages. Bills from providers listed on the Other Providers page, like those from providers on the Medical Providers pagethe Medical Providers page, are automatically listed on the Special Damages pagethe Special Damages page; however, in other ways, Other Providers provide a different functionality than Medical Providers. For this reason, if you need the records from a provider for the case, if the provider might reasonably serve as an expert, or if you need to detail the individual visits to the provider, you should use the Medical Providers page instead; otherwise, the Other Providers page may be simpler and easier to use.
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Note: The Add Bill Details button, Bill Details table, Add Amount Paid button, and Amount Paid table are all associated with an individual row of the Other Providers table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Other Providers page, and where in the Other Providers table they appear, will depend on which row, if any, of the Other Providers table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Other Provider button: Used to add a new service provider to the case file. See Adding a Service Provider.
Other Providers table: Contains the service provider details and allows various actions to be performed on them. See Other Providers Table.
Add Bill Details button: Used to add a new bill to the case file. See Adding a Bill.
Bill Details table: Contains the bill details for a particular service provider and allows various actions to be performed on them. See Bill Details Table.
Add Amount Paid button: Used to add a payment of a bill to the case file. See Adding a Bill Payment.
Amount Paid table: Contains the payment details of bills from a particular service provider and allows various actions to be performed on them. See Amount Paid Table.
Other Providers Table
The Other Providers table is where the details of service providers are stored. Each row of the table represents an individual service provider and an individual plaintiff who obtained services from that provider. See Tables for 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 Other Providers table contains the following available columns:
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[column with no title]: A plus signAnchor _Hlk510446267 _Hlk510446267 in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Bill Details and Amount Paid for that Service Provider). Clicking on the plus sign opens the Bill Details / Amount Paid subtables for that service provider. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Plaintiff: The plaintiff who obtained services from the provider.
Provider Name: The provider who provided services to the plaintiff.
Provider Type: The type of services provided by the provider.
Treatment Start: The date the provider first provided services to the plaintiff.
Treatment End: The date the provider stopped providing services to the plaintiff.
Visits: The number of visits to the service provider.
Total Bill: The sum of all bills from the service provider.
Docs: The number of documents associated with the service provider and a link to the documents in the Documents case the Documents case page.
Comments: Any comments about the service provider.
Action: A Right-click icon; the right-click menu contains Edit and Delete.
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To edit a service provider:
Click the rightthe right-click icon in icon in the Action column of the row representing the provider you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the provider you wish to edit. This will bring up an Add/Edit panel for service providers, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for service providers, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Other Provider Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a service provider:
Click the rightthe right-click icon in icon in the Action column of the row representing the provider you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the provider you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 provider, 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.
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Click the Add Other Provider button. This will bring up an Add/Edit panel for service providers, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Other Provider Panel for Panel for details about the fields.
Click Save to save the provider and close the panel.
If you decide you do not wish to save the provider, 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.
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Plaintiff: The plaintiff who obtained services from the provider.
Provider Name: The provider who provided services to the plaintiff.
Contact Name: The person at the Provider who is your contact.
Provider Type: The type of services provided by the provider.
Visits: The number of visits to the service provider.
Treatment Start: The date the provider first provided services to the plaintiff.
Treatment End: The date the provider stopped providing services to the plaintiff.
Comments: Any comments about the service provider.
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Bill
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Details Table
The Bill Details table is where the details of bills from service providers are stored. The Bill Details table is a subtable of the Other the Other Providers Table, which means that each row of the Other Providers table has an individual Bill Details table associated with it, which is specific to the provider in that row; open a row of the Other Providers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Bill Details table. Each row of the table represents an individual bill. See Tables for 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 Bill Details table contains the following available columns:
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Editing a Bill
To edit a bill:
Click the rightthe right-click icon in icon in the Action column of the row representing the bill you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the bill you wish to edit. This will bring up an Add/Edit panel for bills, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for bills, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Bill Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
Deleting a Bill
To delete a bill:
Click the rightthe right-click icon in icon in the Action column of the row representing the bill you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the bill you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 bill, 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.
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If the row representing the service provider you wish to add the bill to is not open (its open/close icon is a plus sign), click the open/close icon for the row. This will reveal the Bill Details subtable for that row.
Click the Add Bill Details button. This will bring up an Add/Edit panel for bills, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Bill Panel for Panel for details about the fields.
Click Save to save the bill and close the panel.
If you decide you do not wish to save the bill, 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.
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Bill #: The identification number of the bill.
Account #: The identification number of the account the bill is part of.
Bill Amount: The initial amount of the bill.
Negotiated Bill Amount: The amount of the bill after negotiation and/or other discounting.
Date From: The start date of the period of services included in the bill.
Date To: The end date of the period of services included in the bill
Submit date: The date the bill was issued by the service provider or billing service.
Comments: Any comments about the bill.
Amount Paid Table
The Amount Paid table is where the details of bill payments are stored. The Amount Paid table is a subtable of the Other the Other Providers Table, which means that each row of the Other Providers table has an individual Amount Paid table associated with it, which is specific to the provider in that row; open a row of the Other Providers table using the open/close icon to reveal the associated Amount Paid table. Each row of the table represents an individual payment. See Tables for 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 Amount Paid table contains the following available columns:
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To edit a bill payment:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the payment you wish to edit. This will bring up an Add/Edit panel for bill payments, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for bill payments, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for 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.
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To delete a bill payment:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the payment you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 payment, 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.
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If the row representing the service provider you wish to add the payment to is not open, click the open/close icons (plus sign to open, minus sign to close). This will reveal the Amount Paid subtable for that row.
Click the Add Amount Paid button. This will bring up an Add/Edit panel for bill payments, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for Panel for details about the fields.
Click Update to save the payment and close the panel.
If you decide you do not wish to save the payment, 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.
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Associated Medical Bill: Which bill from the service provider the payment is for.
Collateral: The type of compensation being used to pay the bill.
Claim Submitted Date: The date the claim was made to the insurer regarding the bill.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Paid Amount: The amount being paid toward the bill.
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| _Toc502125096 | _Toc502125096 |
The Adverse Exams page allows you to view and record the details of independent or adverse medical examinations.
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Note: The Add Exam Details button and Adverse Exam Details table are both associated with an individual row of the Adverse Exams table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Adverse Exams page, and where in the Adverse Exams table they appear, will depend on which row, if any, of the Adverse Exams table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Adverse Exam button. Used to add a new examination to the case file. See Adding an Examination.
Adverse Exams table. Contains the personnel and location details of examinations and allows various actions to be performed on them. See Adverse Exams Table.
Add Exam Details button. Used to add the scheduling and outcome details of a particular examination to the case file. See Adding Examination Details.
Adverse Exam Details table. Contains the scheduling and outcome details of examinations and allows various actions to be performed on them. See Adverse Exam Details Table.
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Adverse Exams Table
The Adverse Exams table is where the personnel and location details of examinations are stored. Each row of the table represents an individual examination (or set of examinations, if for some reason the examination requires more than one appointment). See Tables for 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 Adverse Exams table contains the following available columns:
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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Adverse Exam Details). Clicking on the plus sign opens the Adverse Exam Details subtables for that examination. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Plaintiff: The plaintiff being examined.
Examiner: The doctor performing the examination.
Exam Type: The purpose of the examination (generally the benefits being contested).
Scheduling Agency: The scheduling agency supplying the examiner.
Insurance Company: The insurance company requesting the examination.
Contact: The phone number of the scheduling agency.
Location: The location of the examination.
Expert: Whether the examiner is also acting as an expert.
Will Testify: Whether the examiner is willing to testify.
Held: Whether the examination has occurred.
Docs: The number of documents associated with the examination and a link to the documents in the Documents case the Documents case page.
Actions: Contains an Edit icon and a Delete a Delete icon.
Editing an Examination
To edit an examination:
Right-click anywhere in the row representing the examination you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the examination you wish to edit. This will bring up an Add/Edit panel for examinations, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for examinations, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Examination Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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Right-click anywhere in the row representing the examination you wish to delete. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the examination you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 examination, 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.
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Click the Add Adverse Exam button. This will bring up an Add/Edit panel for examinations, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Examination Panel for Panel for details about the fields.
Click Save to save the examination and close the panel.
If you decide you do not wish to save the examination, 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.
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Plaintiff: The plaintiff being examined.
Exam Type: The purpose of the examination (generally the benefits being contested).
Doctor's Name: The doctor performing the examination.
Use Location [Doctor]: Button to insert the Doctor's address as the location for the examination.
Scheduling Agency: The scheduling agency supplying the examiner.
Use Location [Scheduling Agency]: Button to insert the Scheduling Agency's address as the location for the examination.
Insurance Company: The insurance company requesting the examination.
Location: The location of the examination. This field can be completed manually or by clicking on one of the two Use as Location buttons.
Expert: Whether the examiner is also acting as an expert.
Will Testify: Whether the examiner is willing to testify.
Held: Whether the examination has occurred.
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Adverse Exam Details Table
The Adverse Exam Details table is where the scheduling and outcome details of examinations are stored. The Adverse Exam Details table is a subtable of the Adverse Exams table, which means that each row of the Adverse Exams table has an individual Adverse Exam Details table associated with it, which is specific to the examination in that row; open a row of the Adverse Exams table using the open/close icon (plus sign to open, minus sign to close) to reveal the associated Adverse Exam Details table. Each row of the table represents an individual examination appointment. See Tables for 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 Adverse Exam Details table contains the following available columns:
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Right-click anywhere in the row representing the examination details you wish to edit. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the examination details you wish to edit. This will bring up an Add/Edit panel for examination details, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for examination details, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Examination Details Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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Right-click anywhere in the row representing the examination details you wish to delete. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the examination details you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 examination details, 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.
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If the row representing the examination you wish to add the details to is not open, click the open/close icon (plus sign to open, minus sign to close) for the row. This will reveal the Adverse Exam Details subtable for that row.
Click the Add Exam Details button. This will bring up an Add/Edit panel for examination details, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Examination Details Panel for Panel for details about the fields.
Click Save to save the examination details and close the panel.
If you decide you do not wish to save the examination details, 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.
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Exam Date: The date of the examination appointment.
Exam Time (unlabeled): The time of the examination appointment.
Calendar: Opens an Appointment panel from the Case Calendar that can be filled in with the Adverse Exam Appointment details (when, where, attendees, etc.).
Benefit Denied: Whether (as a result of the examination) benefits were denied to the plaintiff .
Cut-Off Date: The date on which benefits to the plaintiff are to cease as a result of the examination.
Request Sent Date [Reports]: The date the medical records from the examination were requested.
Expected Date [Reports]: The date the medical records from the examination are expected to arrive.
Received Date [Reports]: The date the medical records from the examination were received.
Request Sent Date [Records]: The date the examiner's reports from the examination were requested.
Expected Date [Records]: The date the examiner's reports from the examination are expected to arrive.
Received Date [Records]: The date the examiner's reports from the examination were received.
Comments: Any comments about the examination.
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| _Toc502125097 |
The Prior Injuries page allows you to view and record the details of injuries suffered by plaintiffs, and of the treatment of those injuries, where the injuries are prior and unrelated to the inciting incident of the case. This page may be useful for recording injuries that resulted in the partial impairment of the plaintiff, since they will be relevant for determining the amount of impairment associated with the case incident; or for recording injuries that may be cited by the defense as alternative causes of conditions asserted by your firm as having resulted from the case incident.
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Add Prior/Subsequent Injuries button. Used to add a new non-case injury to the case file. See Adding a Non-Case Injury.
Prior/Subsequent Injuries table. Contains the details of non-case injuries and allows various actions to be performed on them. See Prior/Subsequent Injuries Table.
Add Prior Injury Provider button. Used to add a new non-case medical provider to the case file. See Adding a Non-Case Medical Provider.
Prior Injury Providers table. Contains the details of non-case medical providers and allows various actions to be performed on them. See Prior Injury Providers Table.
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Prior/Subsequent Injuries Table
The Prior/Subsequent Injuries table is where the details of non-case injuries are stored. Each row of the table represents an individual injury. See Tables for 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 Prior/Subsequent Injuries table contains the following available columns:
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To edit a non-case injury:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for non-case injuries, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Prior Injury Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a non-case injury:
Click the rightthe right-click icon in icon in the Actions column of the row representing the injury you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 injury, 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.
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Click the Add Prior/Subsequent Injury button. This will bring up an Add/Edit panel for non-case injuries, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Prior Injury Panel for Panel for details about the fields.
Click Save to save the injury and close the panel.
If you decide you do not wish to save the injury, 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.
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The Prior Injury Providers table is where the details of non-case medical providers are stored. Each row of the table represents an individual provider. See Tables for 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 Prior Injury Providers table contains the following available columns:
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Plaintiff: The plaintiff who was treated by the provider.
Provider: The medical provider who treated the plaintiff.
Treatment Start Date: The date the provider began treating the plaintiff.
Treatment End Date: The date the provider stopped treating the plaintiff.
Number of Visits: The number of visits to the provider.
Impair %: The assessed impairment rating resulting from the injury, after treatment.
Total Bill: The total of all bills related to visits with the provider.
Docs: The number of documents associated with the medical provider and a link to the documents in the Documents case the Documents case page.
Actions: A Right-click icon; the right-click menu contains Edit and Delete.
Comments: Any comments about the provider.
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To edit a non-case medical provider:
Click the rightthe right-click icon in icon in the Actions column of the row representing the provider you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for non-case medical providers, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Prior Provider Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a non-case medical provider:
Click the rightthe right-click icon in icon in the Actions column of the row representing the provider you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 provider, 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.
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Click the Add Provider button. This will bring up an Add/Edit panel for non-case medical providers, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Prior Provider Panel for Panel for details about the fields.
Click Save to save the provider and close the panel.
If you decide you do not wish to save the provider, 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.
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Plaintiff: The plaintiff who was treated by the provider.
Provider: The medical provider who treated the plaintiff.
Treatment Start Date: The date the provider began treating the plaintiff.
Impair %: The assessed impairment rating resulting from the injury, after treatment.
Treatment End Date: The date the provider stopped treating the plaintiff.
Total Bill: The total of all bills related to visits with the provider.
Number of Visits: The number of visits to the provider.
Comments: Any comments about the provider.
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| _Toc502125098 | _Toc502125098 |
The Medical Providers-Prior page allows you to view and record the details of medical providers who treated plaintiffs for injuries prior and unrelated to the inciting incident of the case. The structure and function of this page is exactly identical to that of the Medical Providers page.
| Anchor | | _Toc502125099 | _Toc502125099 |
The Employment page allows you to view and record plaintiffs' employment details, in particular wages lost and compensated for in connection with the case incident, and to view and record the basic details of plaintiffs' tax returns.
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Note: The Add Lost Wages button, Lost Wages table, Add Amount Paid button, and Amount Paid table are all associated with an individual row of the Employers table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Employment page, and where in the Employers table they appear, will depend on which row, if any, of the Employer table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Employment Details button: Used to add a new employer to the case file. See Adding an Employer.
Employers table: Contains the employment details and allows various actions to be performed on them. See Employers Table.
Add Lost Wages button: Used to add lost wages to the case file. See Adding Lost Wages.
Lost Wages table: Contains the details of lost wages from a particular employer and allows various actions to be performed on them. See Lost Wages Table.
Add Amount Paid button: Used to add a payment of a claim for lost wages to the case file. See Adding a Payment for Lost Wages.
Amount Paid table: Contains the payment details of claims for lost wages from a particular employer and allows various actions to be performed on them. See Amount Paid Table.
Add Tax Returns button: Used to add a tax return to the case file. See Adding a Tax Return.
Tax Returns table: Contains the basic details of tax returns and allows various actions to be performed on them. See Tax Returns Table.
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Employer Table
The Employer table is where plaintiffs' employment details are stored. Each row of the table represents an individual employer. See Tables for 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 Employers table contains the following available columns:
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The following additional columns are available for this table. Click on Show/Hide Columns to change the columns shown in this table.
Actions: An Edit icon and a Delete a Delete icon.
Auth. to Defense Counsel: Whether a signed authorization to release the employer's records of the plaintiff has been sent to the defense counsel.
Auth. to Defense Counsel Date: The date a signed authorization to release the employer's records of the plaintiff was sent to the defense counsel.
Average Weekly Wage (AWW): The plaintiff's average weekly wage (calculated in accordance with state labor law).
Compensation Comments: Any comments about the compensation earned during this employment.
Continuing?: Whether the plaintiff continues to be employed by the employer.
Employer Address: The street address of the employer.
Employer Comments: Any comments about the employer.
Temporary Total Disability (TDD): The weekly amount of the plaintiff's temporary total disability payments.
Union: The union the plaintiff belonged to during this employment.
Works Off the Books: Whether the plaintiff's employment and payment are unreported and untaxed.
Works Partially Off the Books: Whether the plaintiff's employment and payment are underreported and undertaxed.
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To edit an employer:
Click the rightthe right-click icon in icon in the Action column of the row representing the employer you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the employer you wish to edit. This will bring up an Add/Edit panel for employers, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for employers, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Employment Details Panel for 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.
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To delete an employer:
Click the rightthe right-click icon in icon in the Action column of the row representing the employer you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the employer you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 employer, 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.
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The Lost Wages table is where the details of lost wages are stored. The Lost Wages table is a subtable of the Employers Table, which means that each row of the Employers table has an individual Lost Wages table associated with it, which is specific to the employer in that row; open a row of the Employers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Lost Wages table. Each row of the table represents an individual amount lost. 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 Lost Wages table contains the following available columns:
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Type: The type of earnings lost.
From Date: The start date of the period during which wages were lost.
To Date: The end date of the period during which wages were lost.
MD Confirmation Requested: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was requested.
MD Confirmation Received: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was requested.
Employer Verif/n Requested: The date on which the employer's verification that the wages were not earned was requested.
Employer Verif/n Received: The date on which the employer's verification that the wages were not earned was requested.
Loss: The amount of the wages lost.
Amount Paid Table
The Amount Paid table is where the payment details of claims for lost wages are stored. The Amount Paid table is a subtable of the Employers Table, which means that each row of the Employers table has an individual Amount Paid table associated with it, which is specific to the employer in that row; open a row of the Employers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Amount Paid table. Each row of the table represents an individual payment. 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 Amount Paid table contains the following available columns:
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To edit a payment for lost wages:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the payment you wish to edit. This will bring up an Add/Edit panel for payments for lost wages, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for payments for lost wages, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Lost Wage Payment Panel for 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.
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To delete a payment for lost wages:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the payment you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 payment, 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.
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Click the Add Amount Paid button. This will bring up an Add/Edit panel for payments for lost wages, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Lost Wage Payment Panel for Panel for details about the fields.
Click Update to save the payment and close the panel.
If you decide you do not wish to save the payment, 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.
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Associated Lost Wages: Which amount of lost wages from the employer the payment is for.
Collateral: The type of compensation being paid.
Claim Submitted Date: The date the claim was made to the insurer regarding the lost wages.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Paid Amount: The amount being paid.
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Tax
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Returns Table
The Tax Returns table is where the basic details of tax returns are stored. Each row of the table represents an individual tax return. See Tables for 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 Tax Returns table contains the following available columns:
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To edit a tax return:
Click the rightthe right-click icon in icon in the Action column of the row representing the tax return you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the tax return you wish to edit. This will bring up an Add/Edit panel for tax returns, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for tax returns, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Tax Return Panel for 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.
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To delete a tax return:
Click the rightthe right-click icon in icon in the Action column of the row representing the tax return you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the tax return you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 tax return, 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.
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Click the Add Tax Returns button. This will bring up an Add/Edit panel for tax returns, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Tax Return Panel for Panel for details about the fields.
Click Update to save the tax return and close the panel.
If you decide you do not wish to save the tax return, 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.
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Plaintiff Name: The plaintiff who filed the tax return.
Gross Income: The plaintiff's gross income listed on the tax return.
Year: The year of the tax return.
Requested From: The contact who provided the plaintiff's tax return.
Requested Date: The date the tax return was requested.
Received Date: The date the tax return was received.
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| _Toc502125100 |
The School/Other Activities page allows you to view and record the details of plaintiffs' losses of school time and of the ability to participate in other activities in connection with the case incident.
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Add School button: Used to add a new loss of school time to the case file. See Adding a Loss of School Time.
School table: Contains the details of losses of school time and allows various actions to be performed on them. See School Table.
Add Other Activity button: Used to add a new loss of an activity to the case file. See Adding a Loss of an Activity.
Other Activity table: Contains the details of losses of activities and allows various actions to be performed on them. See Other Activity Table.
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School Table
The School table is where the details of losses of school time are stored. Each row of the table represents an individual period of lost time. See Tables for 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 School table contains the following available columns:
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To edit a loss of school time:
Click the rightthe right-click icon in icon in the Action column of the row representing the loss of school time you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the loss of school time you wish to edit. This will bring up an Add/Edit panel for losses of school time, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for losses of school time, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit School Panel for 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.
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To delete a loss of school time:
Click the rightthe right-click icon in icon in the Action column of the row representing the loss of school time you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the loss of school time you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 loss of school time, 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.
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Click the Add School button. This will bring up an Add/Edit panel for losses of school time, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit School Panel for Panel for details about the fields.
Click Update to save the loss of school time and close the panel.
If you decide you do not wish to save the loss of school time, 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.
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The Other Activity table is where the details of losses of activities other than school are stored. Each row of the table represents an individual period of lost time. See Tables for 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 Other Activity table contains the following available columns:
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To edit a loss of an activity:
Click the rightthe right-click icon in icon in the Action column of the row representing the activity you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the activity you wish to edit. This will bring up an Add/Edit panel for losses of activities, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for losses of activities, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Other Activity Panel for 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.
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To delete a loss of an activity:
Click the rightthe right-click icon in icon in the Action column of the row representing the activity you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the activity you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 activity, 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.
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Click the Add Other Activity button. This will bring up an Add/Edit panel for losses of activities, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Other Activity Panel for Panel for details about the fields.
Click Update to save the activity and close the panel.
If you decide you do not wish to save the activity, 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.
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Plaintiff Name: The plaintiff who lost time from the activity.
Other Activity: The activity the plaintiff lost the ability to perform.
Organization: The organization with which the plaintiff had performed the activity.
Contact Person Name: The representative of the organization with whom your firm corresponds.
From: The start date of the period of time lost from the activity.
To: The end date of the period of time lost from the activity.
MD Conf. Req. Date: The date on which a doctor's confirmation that the injuries caused the inability to perform the activity was requested.
MD Conf. Date: The date on which a doctor's confirmation that the injuries caused the inability to perform the activity was received.
School Verif. Requested Date: The date on which the organization's verification that the plaintiff lost the ability to perform the activity was requested.
School Verif. Received Date: The date on which the organization's verification that the plaintiff lost the ability to perform the activity was received.
Lost Amount: The asserted monetary value of the time lost from the activity.
Limited?: Whether the damages that can be recovered for the loss of the activity are limited by statute.
Comments: Any comments about the loss of the activity.
Auth. to Defense Counsel: Whether a signed authorization to release the organization's records of the plaintiff has been sent to the defense counsel.
Auth. to Defense Counsel Date: The date a signed authorization to release the organization's records of the plaintiff was sent to the defense counsel.
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Special Damages |
The Special Damages page allows you to view and record the details of special damages in the case. Special Damages recorded in SmartAdvocate include vehicle damage, lost wages, and bills from medical and other providers, and when those damages are recorded on the appropriate pages (respectively, the Plaintiff the Plaintiff Vehicles, Employment Employment, Medical Medical Providers, and Other Providers pagesand Other Providers pages), they will automatically also appear on this page. However, on this page, you can also manually add and edit special damages that are not in any of those categories.
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Summary table: Displays the totals of various quantities across all special damages for each plaintiff. See Summary Table.
Add Special Damage button: Used to add new special damages to the case file. See Adding Special Damages.
Special Damage table: Contains the details of special damages and allows various actions to be performed on them. See Special Damage Table.
Add Amount Paid button: Used to add a new payment of special damages to the case file. See Adding a Payment for Special Damages.
Amount Paid table: Contains the details of payments of special damages and allows various actions to be performed on them. See Amount Paid Table.
Summary Table
The Summary table summarizes the information in the Special Damage tables. It is updated automatically when changes are made to the Special Damage or Amount Paid tables; no changes may be made to the Summary table directly. Each row of the table represents an individual plaintiff. See Tables for 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 Summary table contains the following columns:
Plaintiffs: The plaintiff whose special damages totals are listed. Each plaintiff in the case with at least one associated row in the Special Damage table is automatically listed in one row in this table.
Bill Amount: The total of the initial amounts of all the special damages for the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Negotiated Bill Amount: The total of the amounts of all the special damages for the plaintiff after negotiation and/or other discounting. The sum of this column across all rows in the table appears below the last row of the column.
Amount Paid: The total of the amounts paid toward all the special damages for the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Balance: The total amount of uncompensated special damages for the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
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Special Damage Table
The Special Damage table is where the details of special damages are stored. Each row of the table represents an individual expense or other loss reflecting special damages. See Tables for 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 Special Damage table contains the following available columns:
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To edit special damages:
Click the rightthe right-click icon in icon in the Action column of the row representing the damages you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for special damages, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Special Damages Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete special damages:
Click the rightthe right-click icon in icon in the Action column of the row representing the damages you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 damages, 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.
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Click the Add Special Damage button. This will bring up an Add/Edit panel for special damages, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Special Damages Panel for Panel for details about the fields.
Click Save to save the damages and close the panel.
If you decide you do not wish to save the damages, 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.
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From Date: The start date of the period associated with the damages.
To Date: The end date of the period associated with the damages.
Plaintiff: The plaintiff who suffered the damages. This field is uneditable if the special damages were automatically added from a different page in SmartAdvocate.
Submitted Date: The date the bill representing the damages was issued.
Type: The broad category of the damages. This field is uneditable if the special damages were automatically added from a different page in SmartAdvocate.
Sub-Type: The type of the damages within the broader category. This field is uneditable if the special damages were automatically added from a different page in SmartAdvocate.
Bill #: The identification number of the bill.
Account #: The identification number of the account of which the bill is part.
Loss: The initial amount of the damages.
Negotiated Bill Amount: The amount of the damages after negotiation and/or other discounting.
Comments: Any comments about the special damages.
Amount Paid Table
The Amount Paid table is where the details of payments toward losses or bills that represent special damages are stored. The Amount Paid table is a subtable of the Special the Special Damage Table, which means that each row of the Special Damage table has an individual Amount Paid table associated with it, which is specific to the damages in that row; open a row of the Special Damage table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Amount Paid table. Each row of the table represents an individual payment. See Tables for 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 Amount Paid table contains the following available columns:
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To edit a payment for special damages:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for payments for special damages, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a payment for special damages:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 payment, 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.
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Click the Add Amount Paid button. This will bring up an Add/Edit panel for payments for special damages, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Amount Paid Panel for Panel for details about the fields.
Click Save to save the payment and close the panel.
If you decide you do not wish to save the payment, 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.
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Claim Submitted Date: The date the claim was made to the insurer regarding the damages.
Collateral: The type of compensation being used to pay for the damages.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Paid Amount: The amount being paid.
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Vehicles |
The Plaintiff Vehicles page allows you to view and record the details of plaintiffs' vehicles that are relevant to the case, and to keep track of damage to the vehicles and compensation for the damage.
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Note: The Add New Vehicle Damage button, Vehicle Damage table, Add Amount Paid button, and Amount Paid table are all associated with an individual row of the Vehicles table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Plaintiff Vehicles page, and where in the Vehicles table they appear, will depend on which row, if any, of the Vehicles table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Vehicle button: Used to add a new vehicle to the case file. See Adding a Vehiclefile.
Vehicles table: Contains the vehicle details and allows various actions to be performed on them. See Vehicles Table.
Add New Vehicle Damage button: Used to add vehicle damage to the case file. See Adding a Vehicle Damage Expense.
Vehicle Damage table: Contains the vehicle damage details and allows various actions to be performed on them. See Vehicle Damage Table.
Add Amount Paid button: Used to add a payment of a claim for vehicle damage to the case file. See Adding a Payment for Vehicle Damage.
Amount Paid table: Contains the payment details of claims for vehicle damage and allows various actions to be performed on them. See Amount Paid Table.
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Vehicles Table
The Vehicles table is where the details of vehicles are stored. Each row of the table represents an individual vehicle. See Tables for 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 Vehicles table contains the following available columns:
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Editing a Vehicle
To edit a vehicle:
Click the rightthe right-click icon in icon in the Action column of the row representing the vehicle you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the vehicle you wish to edit. This will bring up an Add/Edit panel for vehicles, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for vehicles, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a vehicle:
Click the rightthe right-click icon in icon in the Action column of the row representing the vehicle you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the vehicle you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. 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 vehicle, 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.
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Click the Add Vehicle button. This will bring up an Add/Edit panel for vehicles, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Panel for Panel for details about the fields.
Click Save to save the vehicle and close the panel.
If you decide you do not wish to save the vehicle, 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.
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Operator License History Search: Whether your firm has requested the operator's driving record.
Operator License History Requested Date: The date your firm requested the operator's driving record.
Operator License History Received Date: The date your firm received the operator's driving record.
Plate Search Search: Whether your firm has requested a search of the license plate number.
Plate Search Requested Date: The date your firm requested a search of the license plate number.
Plate Search Received Date: The date your firm received the results of the search of the license plate number.
Title Search Search: Whether your firm has requested a title search on the vehicle.
Title Search Requested Date: The date your firm requested a title search on the vehicle.
Title Search Received Date: The date your firm received the results of the title search on the vehicle.
MV104 Search: Whether your firm has requested a copy of the MV-104 accident report.
Anchor _Hlk510791331 _Hlk510791331 (Note that the designation "MV104" may only apply to accidents in New York State. In other jurisdictions, this field should be considered simply as "accident report".)MV104 Requested Date: The date your firm requested a copy of the MV-104 accident report. (Note that the designation "MV104" may only apply to accidents in New York State. In other jurisdictions, this field should be considered simply as "accident report".)
MV104 Received Date: The date your firm received a copy of the MV-104 accident report. (Note that the designation "MV104" may only apply to accidents in New York State. In other jurisdictions, this field should be considered simply as "accident report".)
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Vehicle
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Damage Table
The Vehicle Damage table is where the details of expenses due to vehicle damage are stored. The Vehicle Damage table is a subtable of the Vehicles the Vehicles Table, which means that each row of the Vehicles table has an individual Vehicle Damage table associated with it, which is specific to the vehicle in that row; open a row of the Vehicles table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Vehicle Damage table. Each row of the table represents an individual expense. See Tables for 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 Vehicle Damage table contains the following available columns:
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To edit a vehicle damage expense:
Click the rightthe right-click icon in icon in the Action column of the row representing the expense you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for vehicle damage expenses, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Damage Panel for 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.
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To delete a vehicle damage expense:
Click the rightthe right-click icon in icon in the Action column of the row representing the expense you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 expense, 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.
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Click the Add New Vehicle Damage button. This will bring up an Add/Edit panel for vehicle damage expenses, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Damage Panel for Panel for details about the fields.
Click Update to save the expense and close the panel.
If you decide you do not wish to save the expense, 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.
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Type of Damage: The type of the damage to the vehicle.
Bill #: The identification number of the bill associated with the expense.
Account #: The identification number of the account of which the bill is part.
Bill Amount: The initial amount of the bill.
Negotiated Bill Amount: The amount of the bill after negotiation and/or other discounting.
Date From: The start date of the period of activity covered by the bill.
Date To: The end date of the period of activity covered by the bill.
Submit date: The date the bill was issued by the service provider.
Comments: Any comments about the expense.
Amount Paid Table
The Amount Paid table is where the payment details of claims for vehicle damage are stored. The Amount Paid table is a subtable of the Vehicles the Vehicles Table, which means that each row of the Vehicles table has an individual Amount Paid table associated with it, which is specific to the vehicle in that row; open a row of the Vehicles table using the open/close icon (plus sign to open, minus sign to close) to reveal the associated Amount Paid table. Each row of the table represents an individual payment. See Tables for 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 Amount Paid table contains the following available columns:
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To edit a payment for vehicle damage:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for payments for vehicle damage, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Damage Panel for 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.
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To delete a payment for vehicle damage:
Click the rightthe right-click icon in icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. 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 payment, 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.
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Click the Add Amount Paid button. This will bring up an Add/Edit panel for payments for vehicle damage, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Vehicle Damage Panel for Panel for details about the fields.
Click Update to save the payment and close the panel.
If you decide you do not wish to save the payment, 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.
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Associated Vehicle Damage Bill: Which bill for vehicle damage expenses the payment is for.
Collateral: The type of compensation being used to pay the bill.
Claim Submitted Date: The date the claim was made to the insurer regarding the bill.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Paid Amount: The amount being paid toward the bill.
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Plaintiff Insurance |
The Plaintiff Insurance page allows you to view and record the details of plaintiffs' insurance policies that are relevant to the case.
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Add Insurance Companies button: Used to add a new insurance policy to the case file. See Adding an Insurance Policy.
Insurance Companies table: Contains the insurance policy details and allows various actions to be performed on them. See Insurance Companies Table.
Add New Note button: Used to add a new Plaintiff Insurance note to the case file. See Adding a Note.
Plaintiff Insurance Notes table: Contains Plaintiff Insurance notes and allows various actions to be performed on them. See Plaintiff Insurance Notes Table.
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Plaintiff Insurance Companies Table
The Plaintiff Insurance Companies table is where the details of insurance policies are stored. Each row of the table represents an individual policy. See Tables for 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 Insurance Companies table contains the following available columns:
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Add New Company button: Used to add new Plaintiff Insurance Company to the case file.
Checkbox: Used to multi-select two or more insurance companies, which can then be edited or deleted simultaneously.
Plaintiff: The plaintiff covered by the policy.
Insurance Company: The insurance company that wrote the policy and the company's address.
Insurance Type: The type of the insurance and whether it is the plaintiff's primary insurance.
Adjuster: The insurance adjuster for the policy and the adjuster's phone number.
Policy Info: The details of the policy (the named insured, the policy number, the policy dates, the claim number, the policy limits, and the UM/SUM limits).
Payments Made: Total payments made by the insurance company.
3rd Party Insurance: The details of the third-party administrator of the policy (the company administering the policy, the administrator's adjuster for the policy, the adjuster's phone number, and the claim number).
Comments: Any comments about the policy.
Docs: The number of documents associated with the policy and a link to the documents in the Documents case the Documents case page.
[column with no title]: A Right-click icon; the right-click menu contains Edit, Copy and Delete. The Copy function cannot be utilized if more than one policy is chosen.
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There are two methods to edit an insurance policy:
The first is to click the rightthe right-click icon in icon in the untitled column of the row representing the policy you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for insurance policies, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Insurance Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
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The second method to edit an insurance policy is to check two or more checkboxes to the left of the insurance companies you want to edit. Either click the rightthe right-click icon in icon in the untitled column of the row representing the policies you wish to edit, or right-click anywhere in that row. This will bring up a menu of options. Click the Edit option. This will bring up an Add/Edit panel for insurance policies, with the existing information filled in, but only if that information is identical for all of the insurance companies chosen. Fill the any of the fields in with your desired information, which will then be saved in all of the chosen insurance companies.
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There are two methods to delete an insurance policy:
The first is to click the rightthe right-click icon in icon in the untitled column of the row representing the policy you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
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The second method to delete an insurance policy is to check two or more checkboxes to the left of the insurance companies you want to edit. Either click the rightthe right-click icon in icon in the untitled column of the row representing the policies you wish to delete, or right-click anywhere in that row. This will bring up a menu of options. Click the Delete Selected option in the menu. This will bring up a confirmation message (to avoid accidental deletions). Click the OK button in the message to confirm the deletion.
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Click the Add Insurance Companies button. This will bring up an Add/Edit panel for insurance policies, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Insurance Panel for Panel for details about the fields.
Click Save to save the policy and close the panel.
If you decide you do not wish to save the policy, 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.
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Copying an Insurance Policy
You can add a new insurance policy by copying the information of an existing one, even from a different case. This can be useful if a policy applies to multiple plaintiffs in the case, if a plaintiff has multiple types of policies from the same insurer, or if the same policy covers one or several defendants in different cases. To copy an insurance policy:
Click the rightthe right-click icon in icon in the Action column of the row representing the policy you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for insurance policies, with the information from the policy being copied filled in. One additional field is provided, "Copy to different case". By default, this field is set to the current case you are in, however you can choose any other case and copy the policy to that case.
Make any changes necessary to the information in the fields. See The See The Add/Edit Insurance Panel for Panel for details about the fields.
Click Save to save the policy and close the panel.
If you decide you do not wish to save the policy, click Cancel instead of clicking Save to undo the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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The Add/Edit Insurance Panel
The Add/Edit Insurance Panel allows you to fill in the details of an insurance policy. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Plaintiff: The plaintiff covered by the policy.
Insurance Company: The insurance company providing the coverage.
Primary: Checkbox that indicates whether the policy is the plaintiff's primary insurance. No plaintiff can have more than one primary policy; if this field is selected when the policy is saved, it will automatically be deselected in every other policy covering the same plaintiff.
Insurance Type: The type of the insurance.
Include on the Case Summary: Checkbox to determine whether an insurance company that is not marked as Primary will be shown on the Case Summary page.
Adjuster: The insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters. Multiple adjusters can be assigned to the case, one of which can be designated as Primary.
[Adjuster Table]: List of all adjusters assigned to the case. The adjuster designated as Primary will always be displayed first in the list.
Name of Insured: The named insured of the policy. If the Select from Plaintiffs and/or Select from Defendants checkbox in the dropdown is selected, the dropdown will only show the plaintiffs and/or the defendants in the case, respectively.
Policy Number: The identification number of the policy.
Claim Number: The identification number of the claim on the policy related to the case.
Group Number: The identification number of the group plan.
ID Number: The identification number of the plaintiff in the group plan.
Policy Start Date: The start date of the policy.
Policy End Date The end date of the policy.
Policy Limits [Individual]: The maximum payment per individual event or injured person.
Policy Limits [Aggregate]: The maximum payment per policy period or across all injured people.
DED [general]: The deductible that applies to this insurance policy.
UM/SUM Policy Limits [Individual]: The maximum payment per injured person in accidents caused by an uninsured or underinsured driver.
UM/SUM Policy Limits [Aggregate]: The maximum payment across all injured people in accidents caused by an uninsured or underinsured driver.
DED [UM/SUM]: The deductible that applies to the UM/SUM coverage under this insurance policy.
Self Insured Amount: The amount that must be paid by the insured before the insurer pays anything.
100%: If checked, the policy is entirely self-insured.
Insurance Limit By Multiple Plaintiff: Whether the aggregate policy limits refer to multiple injured individuals or multiple events.
Carrier Has Lien?: Whether the insurance company has a lien on the case to recover payments. If this field is selected when a new policy record is created, a lienor record will be created in the Lien Tracking case the Lien Tracking case page with the insurance company listed as the lienor and the insurance type listed as the lienor type. This checkbox does not function when editing an existing insurance record, however (to avoid accidentally creating multiple liens from a single insurance record).
Comments: Any comments about the policy.
Add to Total Coverage: Whether the coverage available under this policy should be considered part of the total available coverage in the case. If this field is selected, the value of the Current Coverage Amount field is part of the sum listed in the Liability Coverage line in the Case Summary pagethe Case Summary page.
MV Leased: Whether the vehicle covered by the policy is leased.
Available Coverage Amount: The amount of coverage currently available through this policy. Unless the Amount to be Added to Total Coverage field is selected, this field is uneditable.
Authentication to Defense Counsel [Checkbox]: Whether the insurance company has been authorized to release the policy information to defense counsel.
Authentication to Defense Counsel [Date]: When the insurance company was authorized to release the policy information to defense counsel. Unless the Authentication to Defense Counsel [Checkbox] field is selected, this field is uneditable.
Organization [TPA]: The organization serving as third-party administrator of the insurance policy.
Adjuster [TPA]: The third-party administrator's insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters. When the selection in this field changes, the Phone Number [TPA] field is automatically set to the primary phone number of the selected adjuster
Claim Number [TPA]: The third-party administrator's identification number for the claim on the policy related to the case.
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The Notes table displays the details of notes that have the Plaintiff Insurance type. Each row of the table represents an individual note. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below. See the Notes case the Notes case page for viewing notes of all types.
Columns in the Table
The Plaintiff Insurance Notes table contains the following available columns:
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Add New Note button: Used to add new Plaintiff Insurance Note to the case file.
Clear Filters button: Used to clear any filters that have been placed in one or more columns.
Date: The date and time the note was created.
Staff: The staff member who created the note.
Type: The note's type.
Notes: The content of the note, including formatting.
[Priority]: The priority level of the note.
Action: A Right-click icon; the right-click menu contains Edit, Delete, Email, Print, Email and Copy.
Editing a Note
To edit a note:
Click the rightthe right-click icon in icon in the Action column of the row representing the note you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for notes, with the existing information filled in.
Fill out the note and save it. See Add See Add a Note for Note for how to fill out and save notes.
Emailing a Note
To email a note:
Click the rightthe right-click icon in icon in the Action column of the row representing the note you wish to email, or right-click anywhere in that row. This will bring up a menu of options.
Click the Email option in the menu. This will open the Case Email panel with the note's creator, date and time of creation, and content automatically entered in the body of the email.
Fill out the email with any desired additional content.
Click Send to send the email. The email will automatically be entered in the Document or Email page.
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Printing a Note
To print a note:
Click the rightthe right-click icon in icon in the Action column of the row representing the note you wish to print, or right-click anywhere in that row. This will bring up a menu of options.
Click the Print option in the menu. This will open a new tab containing the details of the note, and immediately bring up your browser's print options for that tab.
The details of the note include the number, name, type and status of the case of which the note is part; the note's type and priority level; the date the note was created; the staff member who created the note; the date the note was modified; the staff member who modified the note; and the contents of the note.
Select the print options you desire and print the note. (Since the printing is performed by the browser and not by SmartAdvocate, different users may have different printing interfaces. Consult your browser's help if you need further details at this point.)
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Copying a Note
To copy a note:
Click the rightthe right-click icon in icon in the Action column of the row representing the note you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up a panel allowing you to choose which case file to copy the note to. The panel contains a series of Radio buttons for of Radio buttons for the last ten cases you have visited (including the case the note is already in, in case you wish to put an additional copy of the note in the same file). It also includes a Text input field a Text input field for a case number, in case you wish to copy the note to a case other than the ten listed.
If you wish to copy the note to one of the last ten cases you have visited, click the radio button associated with that case. If you wish to copy the note to some other case, type that case's case number in the text input field instead.
Click Copy to copy the note to the chosen case file.
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Deleting a Note
To delete a note:
Click the rightthe right-click icon in icon in the Action column of the row representing the note you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
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Click the Add New Note button. This will bring up The Add/Edit Note Panel with the Plaintiff Insurance type already selected.
The note type will still be editable; in theory, you could add any type of note starting from the Plaintiff Insurance page. However, it is generally better practice to use the Add Note icon for notes of types different than the type of note relating to the table you are currently in.
Fill out the note and save it. See Add See Add a Note for Note for how to fill out and save notes.
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Attorneys [Plaintiff] |
The Plaintiff Attorneys page allows you to view and record the details of plaintiffs' attorneys, other than your firm.
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Add New Law Firm button. Used to add a new law firm to the case file. See Adding a Law Firm.
Attorneys table. Contains the attorney details and allows various actions to be performed on them. See Attorneys Table.
Attorneys Table
The Attorneys table is where the details of plaintiffs' attorneys are stored, whether they are attorneys also representing the plaintiff represented by your firm, or attorneys representing a plaintiff not represented by your firm (Other Plaintiffs). Each row of the table represents an individual law firm. 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 Attorneys table contains the following available columns:
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[column with no title - checkbox]: Multi-select checkboxes which, when checked, allow you to Edit or Delete the chosen law firms simultaneously.
Plaintiff: The plaintiff represented by the law firm.
Law Firm: The law firm representing the plaintiff, the address of the firm, and the type of representation.
Attorneys: The attorneys representing the plaintiff.
Paralegals: The paralegals assigned to the case.
Type: The type of representation.
File No: The law firm's identification number for the case file.
Comments: Any comments about the law firm.
Removed: Whether the law firm has been removed from the case. A firm that has been removed from the case will be displayed in the Law Firm table with a line stricken through all of the firm's information.
Docs: The number of documents associated with the law firm and a link to the documents in the Documents case the Documents case page.
[column with no title - Action]: The Action icon, a Right-click icon; the right-click menu contains Edit and Delete.
Editing a Law Firm
To edit a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
An alternative method is to check the checkbox on the left side of the rows you want to edit, then right click in any chosen row. Click the Edit Selected option in the menu.
Click the Edit option in the menu.
This will bring up an Add/Edit panel for law firms, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Law Firm Panel for Panel for details about the fields.
If you reached the Add/Edit Law Firm Panel by using the alternative method to choose two or more law firms, any changes made will be applied to all of the law firms chosen.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, 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.
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To delete a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
An alternative method is to check the checkbox on the left side of the rows you want to delete, then right click in any chosen row. Click the Delete Selected option in the menu.
Click the Delete option in the menu.
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 law firm, 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.
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Click the Add New Law Firm button. This will bring up an Add/Edit panel for law firms, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Law Firm Panel for Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, 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.
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You can add a new law firm by copying the information of an existing one. This can be useful if a firm represents multiple plaintiffs in the case, or if a plaintiff is represented by multiple law firms or different attorneys at one firm for different aspects of the case. To copy a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for law firms, with the information from the firm being copied filled in.
Make any changes necessary to the information in the fields. See The See The Add/Edit Law Firm Panel for Panel for details about the fields.
Note that the Copy function will not be available if you used the checkboxes on the left side of the rows to choose one or more law firms.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, click Cancel instead of clicking Save to undo the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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Plaintiff: The plaintiff represented by the law firm.
Law Firm: The law firm representing the plaintiff.
Type: The type of representation.
Primary [Law Firm]: Checkbox indicating whether this law firm is the primary law firm representing the plaintiff.
Attorney: The attorneys representing the plaintiff. This field allows multiple attorneys to be selected; click the Add hypertext in the dropdown to select an attorney, and it will appear in the table below the dropdown. Click the Delete hypertext in the table to remove an attorney. If there is a contact in the Law Firm field, the dropdown will only show attorneys employed by that contact; click the Show All button to make the dropdown show all attorneys, then click the Show Only Firm's Attorney button to go back to showing only attorneys employed by the law firm.
Primary [Attorney]: Checkbox indicating whether this attorney is the primary attorney representing the plaintiff.
Attorney Name: The name of the attorney representing the plaintiff.
File No: The law firm's identification number for its case file.
Comments: Any comments about the law firm.
Lien TrackingAnchor _Toc502125105 _Toc502125105 The Lien Tracking page allows you to view and record the details of lienors and individual liens placed on the case. The totals listed on this page are also visible in the Liens tab of the miscellaneous section in the Case Summary pagethe Case Summary page, but the Liens page contains much more thorough information, and is the only place where the information can be directly edited.
Some of the lienors and liens on this page may not have been added manually from the page, but instead may have been automatically added when adding an insurance company on the Plaintiff Insurance page or when Copying Bills to Liens on the Medical Providers pagethe Plaintiff Insurance page or when Copying Bills to Liens on the Medical Providers page. However, it is likely that those lienors and liens will be manually edited from this page to add additional details, especially when the liens are negotiated or paid.The Structure of This Page
Note: The Add Lien button and Lien History table are both associated with an individual row of the Lienor table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Lien Tracking page, and where in the Lien History table they appear, will depend on which row, if any, of the Lien History table is set to display subtables. See Subtables and the Open/Closed Columnsubtables.
Lien Totals table: Displays the totals of various quantities across all types of liens for each plaintiff. See Lien Totals Table.
Add Lienor button: Used to add a new lienor to the case file. See Adding a Lienor .
Lienor table: Contains the lienor details and allows various actions to be performed on them. See Lienor Table.
Add Lien button: Used to add a new lien to the case file. See Adding a Lien.
Lien History table: Contains the lien details for a particular lienor and allows various actions to be performed on them. See Lien History Table.
Add Funding Request: Used to add a new plaintiff funding request to the case file. See Adding a Funding Request.
Anchor _Hlk19261015 _Hlk19261015 Funding Requests Table: Contains the plaintiff funding requests details and allows various actions to be performed on them. See Funding Requests Table.
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Lien Totals Table
The Lien Totals table summarizes the information in the Lienor and Lien History tables. It is updated automatically when changes are made to the Lienor or Lien History tables; no changes may be made to the Lien Totals table directly. Each row of the table represents an individual plaintiff. See Tables for 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 Lien Totals table contains the following columns:
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Plaintiffs: The plaintiff whose lien totals are listed.
Unconfirmed: The total of the unconfirmed amounts of all liens on the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Confirmed: The total of the confirmed amounts of all liens on the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Waived: The total of the confirmed amounts of all waived liens on the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Negotiated: The total of the negotiated amounts of all liens on the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
Current Payoff: The amount needed, as of the date the information is entered, to payoff the lien in full.
Paid: The total of the amounts paid on all liens on the plaintiff. The sum of this column across all rows in the table appears below the last row of the column.
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Lien Tracking Table
The Lienor table is where the details of lienors are stored. Each row of the table represents an individual lienor. See Tables for 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 Lienor table contains the following available columns:
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Add Lienor button: Used to add a new lienor to the case file. See Add Lienor.
[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Lien History for that lien). Clicking on the plus sign opens the Lien History subtable for that lien holder. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Plaintiff: The plaintiff whose lien totals are listed.
Lienor: The holder of the lien, the representative of the lienor, and the representative's contact number.
Lienor Type: The type of liens held by the lienor.
Recovery Agent: The contact responsible for recovering the amount of the lien and the representative of the recovery agent.
Amounts: The amounts relevant to the lienor (the total unconfirmed amount of all liens held by the lienor, total confirmed amount of all liens held by the lienor, amount currently necessary to pay off the lien and the date of the payoff calculation, and the negotiated total lien and whether that amount is the final amount).
File #: The lienor's file number for liens on the plaintiff.
Docs: The number of documents associated with the lienor and a link to the documents in the Documents case page.
Comments: Any comments about the lienor.
Action: A Right-click icon; the right-click menu contains Edit, Delete, and Copy.
Anchor
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Editing a Lienor
To edit a lienor:
Click the rightthe right-click icon in icon in the Action column of the row representing the lienor you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for lienors, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Lienor Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
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Deleting a Lienor
To delete a lienor:
Click the rightthe right-click icon in icon in the Action column of the row representing the lienor you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
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Click the Add Lienor button. This will bring up an Add/Edit panel for lienors, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Lienor Panel for Panel for details about the fields.
Click Save to save the lienor and close the panel.
If you decide you do not wish to save the lienor, 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.
If you wish to immediately add a lien to the new lienor, click Save & Edit Lien instead of clicking Save to save the lienor, close the Add/Edit panel, and open a new Add/Edit panel for liens, with the Lienor Type, Unconfirmed Gross Amount , and Confirmed Gross Amount fields from the lienor entered into the Lien Type, Unconfirmed Amount, and Confirmed Amount fields of the lien, respectively. See The See The Add/Edit Lien Panel for Panel for details about the fields.
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You can add a new lienor by copying the information of an existing one. This can be useful if you have a lienor who has liens on multiple plaintiffs, or if you wish to keep different types of liens for the same lienor in different lienor records. Note that the liens themselves are not copied to the new lienor record; you must add the liens separately. To copy a lienor:
Click the rightthe right-click icon in icon in the Action column of the row representing the lienor you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for lienors, with the information from the lienor being copied filled in.
Although the Unconfirmed Gross Amount and Confirmed Gross Amount fields in the Add/Edit panel will contain the same numbers as the lienor being copied, they will be blank in the new lienor because the liens are not being copied.
Make any changes necessary to the information in the fields. See The See The Add/Edit Lienor Panel for Panel for details about the fields.
Click Save to save the lienor and close the panel.
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Plaintiff: The plaintiff subject to the lien.
Lienor Type: The type of liens held by the lienor.
Lienor: The holder of the lien.
Contact Person: The representative of the lienor.
Recovery Agent: The contact responsible for recovering the amount of the lien.
Recovery Contact: The representative of the recovery agent.
Unconfirmed Gross Amount: The total unconfirmed amount of all liens held by the lienor. When editing an existing lienor, this field is uneditable and contains an automatic sum of the Unconfirmed Amount column across all rows in the Lien History subtable for this row. If this field and the Confirmed Gross Amount field are not both blank when a new lienor is added, a lien will be created in the Lien History subtable for the new lienor with the contents of this field in the Unconfirmed Amount column, the contents of the Confirmed Gross Amount field in the Confirmed Amount column, and the contents of the First Notice Date field in the Date column.
Confirmed Gross Amount: The total confirmed amount of all liens held by the lienor. When editing an existing lienor, this field is uneditable and contains an automatic sum of the Confirmed Amount column across all rows in the Lien History subtable for this row. If this field and the Unconfirmed Gross Amount field are not both blank when a new lienor is added, a lien will be created in the Lien History subtable for the new lienor with the contents of this field in the Confirmed Amount column, the contents of the Unconfirmed Gross Amount field in the Unconfirmed Amount column, and the contents of the First Notice Date field in the Date column.
Current payoff amount: The amount currently necessary to pay off the lien.
Date of current payoff amount: The date as of which the current payoff amount was calculated.
Negotiated/Final Lien Amount: The amount to which the total amount of the lien has been reduced, either by negotiation or in proportion to fees, costs, or fault percentage.
Final: Whether the reduced amount of the lien represents the final lien demand.
File #: The lienor's file number for liens on the plaintiff
Negotiation Final Confirmation Date: The date the reduced amount of the lien was confirmed to be the final amount.
Policy Received: Whether your firm has received a copy of the insurance policy that created the lien.
ERISA: Whether the lien is an ERISA lien or not.
First Notice Date: The date your firm first received notice of the lien.
Certified Mail: The tracking number of the certified mail envelope used to send the check.
Receipt Signed: The date the lienor signed the certified mail return receipt.
Date Paid: The date the lien was paid.
Check Number: The number of the check used to pay the lien.
Date Release Received: The date the signed release was received by your firm.
Comments: Any comments about the lienor.
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Lien History Table
The Lien History table is where the details of liens are stored. The Lien History table is a subtable of the Lienor table, which means that each row of the Lienor table has an individual Lien History table associated with it, which is specific to the lienor in that row; open a row of the Lienor table using the open/close icon to reveal the associated Lien History table. Each row of the table represents an individual lien. See Tables for 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 Lien History table contains the following available columns:
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Editing a Lien:
To edit a lien:
Click the rightthe right-click icon in icon in the Action column of the row representing the lien you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for liens, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Lien Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
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Deleting a Lien
To delete a lien:
Click the rightthe right-click icon in icon in the Action column of the row representing the lien you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
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Click the Add Lien button. This will bring up an Add/Edit panel for liens, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Lien Panel for Panel for details about the fields.
Click Save to save the lien and close the panel.
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You can add a new lien to the same case by copying the information of an existing one. This can be useful if there are multiple liens from a single lienor that have been handled similarly by your firm. To copy a lien:
Click the rightthe right-click icon in icon in the Action column of the row representing the lien you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for liens, with the information from the lien being copied filled in.
Make any changes necessary to the information in the fields. See The See The Add/Edit Lien Panel for Panel for details about the fields.
Click Save to save the lien and close the panel.
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Date: The date your firm received notice of the lien.
Confirmed: Whether the amount of this lien has been confirmed.
Lien Type: The type of the lien.
Firm Staff: The staff member responsible for negotiating and handling the lien.
Service Date From: The date the lienor began providing services to plaintiff that resulted in the lien.
Service Date To: The date the lienor stopped providing services to plaintiff that resulted in the lien.
Unconfirmed Amount: The amount of the lien initially claimed by the lienor.
Itemization Requested: The dates that an itemized listing of payments was requested from the lienor.
Confirmed Amount: The amount of the lien confirmed by the lienor and your firm to be valid.
Itemization Received: The dates that an itemized listing of payments was received from the lienor.
Confirmation Received: The date the lienor confirmed your firm's reassessment of the lien amount.
Client Notified: The dates that the plaintiff subject to the lien was notified of the lien and responded to the notification.
Method of Service: The means by which your firm was notified of the lien.
Client Responded: The date the plaintiff responded to notification of the details of the lien.
Waived: Whether the lien was waived by the lienor.
Comments: Any comments about the lien.
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Prior Claims |
The Prior Claims page allows you to view and record the details of insurance claims filed by one of the plaintiffs prior to the inciting incident of the case.
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Add Prior Claim button. Used to add a prior claim to the case file. See Adding a Prior Claim.
Prior Claims table. Contains the details of prior claims and allows various actions to be performed on them. See Prior Claims Table.
Prior Claims Table
The Prior Claims table is where the details of prior claims are stored. Each row of the table represents an individual claim. See Tables for 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 Prior Claims table contains the following available columns:
Add Prior Claim: Used to add a prior claim to the case file. See Adding a Prior Claim.
Plaintiff: The plaintiff who filed the prior claim.
Coverage Type: The type of the insurance against which the prior claim was filed.
Year: The year the claim was filed.
Claim Amount: The amount of the claim.
Recovery: Whether the insurer paid at least part of the claim.
Recovered Amount: The amount paid by the insurer on the claim.
Comments: Any comments about the claim.
[column with no title]: A Right-click icon; the right-click menu contains Edit and Delete.
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To edit a prior claim:
Click the rightthe right-click icon in icon in the untitled column of the row representing the claim you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for prior claims, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Prior Claim Panel for Panel for details about the fields.
Click Save to save the changes and close the panel.
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To delete a prior claim:
Click the rightthe right-click icon in icon in the untitled column of the row representing the claim you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
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Click the Add Prior Claim button. This will bring up an Add/Edit panel for prior claims, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Prior Claim Panel for Panel for details about the fields.
Click Save to save the claim and close the panel.
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Plaintiff: The plaintiff who filed the prior claim.
Recovery: Whether the insurer paid at least part of the claim.
Coverage Type: The type of the insurance.
Recovered Amount: The amount paid by the insurer on the claim.
Year: The year the claim was filed.
Claim Amount: The amount of the claim.
Comments: Any comments about the claim.
Plaintiff UDFsAnchor _Toc502125107 _Toc502125107 The Plaintiff UDFs page contains all user-defined fields for the case's case type that have Plaintiff as their Screen value. It is used to store any information about the plaintiff that is not otherwise covered by some page in SmartAdvocate. See the UDF Editor page the UDF Editor page for creating and managing user-defined fields, for a description of the available field formats, and for an explanation of how user-defined fields are organized on this and other UDF pages.
Plaintiff Fact SheetAnchor _Toc502125108 _Toc502125108 The Plaintiff Fact Sheet page contains all user-defined fields for the case's case type that have PFS as their Screen value. It is used to store and organize the information about the incident and the plaintiff that is included in the case's plaintiff fact sheet. See the UDF Editor page the UDF Editor page for creating and managing user-defined fields, for a description of the available field formats, and for an explanation of how user-defined fields are organized on this and other UDF pages.