Attorneys List

The list of Attorney records available for selection when adding an attorney to the patient's case can be managed by creating, editing or deleting an attorney.

You always begin with finding the attorney before creating, editing, or deleting an attorney.

Find Attorney On the top menu bar, click Help > Discontinued Screens > Settings > Other Lists > Find Attorneys. The Find Attorney window opens. In the Look For search bar, enter all or part of a keyword for the Attorney. Then, click Find Now. The search results are listed.
New Attorney To prevent duplication, verify the attorney is not in the system then click New at the bottom. The New Attorney window opens. Enter the information: Full Name and Company: The attorney's full name, and if applicable, company name. Address: The attorney's address. Phone and Fax: If available, the attorney's contact phone and/or fax number(s). Notes: If applicable, notes related to the attorney. Click Save.
Edit Attorney Find the attorney then double click to open. The Edit Attorney window opens. Make the necessary changes. Click Save.
Delete Attorney Find the attorney then click once to select it. Click Delete. A confirmation pop-up appears. Note: Only attorneys with no other records associated, such as a patient's case, can be deleted. Click Yes to confirm the deletion. The attorney is deleted.