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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

  • Added a separate column to show documents associated with Recovery Agent. Renamed existing Docs column, to indicate that those documents are associated with the lienor.

Medical Providers

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

  • Added Add Payment/Adjustment option to the right-click menu.

  • 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.

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