Tip #56 - The Outstanding Items Page

If you have been using SmartAdvocate for any significant amount of time, you probably know that there are several pages where “Outstanding” items are listed (e.g., outstanding medical records request, outstanding demand for discovery, outstanding response to motions, etc.).
 
Sample Outstanding Medical Records Request – Date Completed is NOT entered

Sample outstanding items on the Litigation Page – Discovery, Depositions, Motions

Sample Outstanding School/Other Activity Requests

The individual outstanding items shown on the preceeding three screen shots (Medical Records Requests, Discovery, Deposition, Motion and School/Other Activity) are entered on the respective page for each item.
 
It is somewhat inconvenient to navigate to the individual pages just to find out whether you (the Plaintiff) have items that are “outstanding”. The “Outstanding Items” Page was developed, therefore, to list those items in one convenient location. By default, the Outstanding Items page is listed under the “Other” tab on the left menu accessed from the Case Summary Screen.
 
Sample Outstanding Items Page

Please bear in mind that entries for the respective items (such as the satisfied date for medical records requests, discovery, motions, etc.) must be made on those individual pages, not on the “Outstanding Items” Page.
 
Outstanding Items include the following:

1. Medical Records Requested, but not received

2. Discovery items that do not have a Complied/Held date

3. Opposition and Court Order/Decision date for Motions (i.e., Opposition Due Date is present, but Response Served/Received is empty or the Order/Decision date is empty)

4. School/Other Activities verification that is outstanding (i.e., School Verif. Requested Date is present, but School Verif. Received Date is empty and Other Activity Verif. Requested Date is present, but Other Activity Verif. Requested Date is empty)