Case - Plaintiff (v2020)

Plaintiff Summary

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

  • Added Comments field and ability to customize columns for the Other Plaintiffs section.

  • Counter Claims section added to Plaintiff Summary.

Adverse Exams

  • Default Activity type for Adverse Exams can now be configured under System Parameters.

     

Employment

  • Added comments section to the Wage Loss grid.

  • Expanded Employment dialog with many additional fields.

Injuries

  • Added new field - Mergeable Injury Description.

     

Insurance

  • Added Payments Made column which 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.

  • Address and Phone columns now can be added to the Medical Providers grid.

  • New 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.

  • Added ability to mark Medical Records Request completed using the right-click menu.

  • Added ability to use simplified bill payment entry method. The functionality can be enabled in System Parameters - “Enable Medical Provider Bill Payers“ setting.

    The captions can be set in the Picklist Maintenance:

Photographs

  • Added ability to download multiple selected photographs.

Social Security Disability

  • Added ability to generate Critical Deadlines for decision dates.

    Specific Critical Deadline types can be configured under System Parameters.

     

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