Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

Plaintiff Summary

  • New plaintiff summary panel. It is hidden by default and can be opened by clicking plus sign on the left of the plaintiff name.

  • Counter Claims section added to Plaintiff Summary.

Insurance

  • Added Payments Made column. Automatically adds and displays all payments made by a particular insurance company.

This applies to all Insurance pages (Plaintiff, Defendant, and All Insurance).

Liens

  • Allow organizations to be selected as Lien Recovery Agents

Medical Providers

  • Added an indicator to show notes associated with a medical provider.

  • Changed the Medical Provider look-up grid to show only medical provider contact cards (as defined by system parameters). Added checkbox to show all contacts.

  • No labels

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.