Attorneys

The Attorneys tab of a patient's case is used to add attorney information and it appears when the Attorney Lien option or one of the Workers' Compensation options is selected as the Payer Scenario for the case.

You always begin with navigating to the Cases tab (of the Patient record) before adding, editing or removing an attorney related to a patient's case.

Add Attorney to Case Navigate to Cases then double click the case to open (or add a new attorney lien case or new workers' compensation case). The Edit Case (or New Case) window opens. Select the Attorneys tab. The attorneys list displays. Click Add. The New Attorney window opens.
Enter the information. Type: Click the drop-down arrow to select the appropriate type of attorney. If Defense is selected, click the Insurance drop-down arrow to select the insurance the attorney represents. Attorney: Click Attorney to search and select the attorney. If the attorney is not listed, click New at the bottom of the Find Attorney window and create a new attorney. Click Save. The Edit Case window returns. If applicable, click the Workers' Compensation tab to add workers' compensation information. Click Save at the bottom of each relevant window until it is no longer available.
Edit Attorney Navigate to Cases then double click the case to open. The Edit Case window opens. Select the Attorneys tab. The attorneys list displays. Double click the attorney to open. The Edit Attorney window opens. Make the necessary changes. Click Save at the bottom of each relevant window until it is no longer available.
Remove Attorney Navigate to Cases then double click the case to open. The Edit Case window opens. Select the Attorneys tab. The attorneys list displays. Click once to select the attorney to remove. Click Remove. A confirmation pop-up appears. Click Yes to confirm the removal. The attorney is deleted from the case. Click Save at the bottom of each relevant window until it is no longer available.