For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful
For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a w...
After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.
After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...
When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Choose Columns to display in Search Engine Results
The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...