Statute of Limitations

[Michael Lerner]

Dear Michael,

I need your thoughts on the following:

How would you handle Statute of Limitations (SOL)?

There is the Statute of Limitations on reopening a case (5 years from DOI), SOLs when a case is a 132A (Discrimination) and/or S&W (Serious and Willful), and SOLs on denials of Social Security cases among others.

Where would you place SOLs? Create fields under the User Tab?

I was thinking would it be possible to add on the Case Card under Case Dates a "SOL" Date? However, since a case may have multiple Extended Apps, each one of those DOIs will have a different SOL date.

Currently we handle Closing SOLs by having a physical tickle card + Using the create a task to Create a Task for the specific secretary whose Finish By date is 3 months before the DOI's SOL. Plus each SOL is placed in the Yellow Message Area of that specific Client Card.

Thanks again!

Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Lerner]

P.S. Regardless - How would you then be able to do a report on SOLs? Or a specific type of SOL?

Thanks three times!

Sincerely,
Michael Lerner

[Michael Appell]

Hi Michael,

you could actually enter it in several different places if you like (as a backup method). You could easily put the dates in tasks if you want. You could then run a task report off just what specific tasks start with (like SOL). You could also put them in a separate STATUTE case activity and run a report that way as well. You could also create a user defined field for statutes and run reports in there as well.

Mike