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Multiple Insurance and Getparty

Posted: Wed May 29, 2002 3:40 pm
by Joshua Morgan
Mr. Appell-

I have a question about using Getparty and similar commands to access different cards' database structures. More specifically, for use with applicants who have multiple defendants.

If I need to list all insurance carriers, employers and attorneys with name and address only, I can use > and the injury,skip command. But how can also display their phone numbers, etc.?

Since the attorney and insurance commands don't position a party at the top of the list, one can't simply use the code command to access their cards.

However, Getparty,insurance and others will just go to the first insurance carrier on the list, never the second or third, etc. So if I use the Getparty,insurance command and then the code command, it will only list the first insurance's phone number or whatever.

I can, of course, use the Getparty,Ask for all the attoreny's, employers, and insurance companies. But in a case with say four employers, thats 12 parties, and a lot of redundant confusion. Not to mention to equip a form to handle say a max of 4 or 5 employers, and then to use it with a client that only has 2, that's a lot of popup windows for no reason.

Is there any way I can automate GetParty to select the second, then the third, etc insurance company on the list? Or is there any other way out this situation? Thanks for your patience with this long question and all the others!

Joshua Morgan

Re: Multiple Insurance and Getparty

Posted: Wed May 29, 2002 5:48 pm
by Michael Appell
1. If I need to list all insurance carriers, employers and attorneys with name and address only, I can use > and the injury,skip command. But how can also display their phone numbers, etc.?

Keeping in mind that this pulls information from the Injury sheet and not the parties sheet you may use the following commands:

Employer Phone: >
Carrier Phone: >
Attorney Phone: >

use these right before, after, instead of, or in addition to the >, > and/or the >

2. I can, of course, use the Getparty,Ask for all the attoreny's, employers, and insurance companies. But in a case with say four employers, thats 12 parties, and a lot of redundant confusion. Not to mention to equip a form to handle say a max of 4 or 5 employers, and then to use it with a client that only has 2, that's a lot of popup windows for no reason.

But the GetParty, Ask allows you to select whatever parties you want all at the same screen so I'm not quite following you here at all. You do not need to display the GetParty,Ask screen more than one time since you may select several parties at that one screen.

3. Is there any way I can automate GetParty to select the second, then the third, etc insurance company on the list? Or is there any other way out this situation? Thanks for your patience with this long question and all the others!

Yes, use the GetParty,Ask and they may select which ever parties they want. I'm not sure if the problem is that you need the phone number displayed or just the name and address.

Mike

Re: Multiple Insurance and Getparty

Posted: Wed May 29, 2002 10:03 pm
by Joshua Morgan
Mr. Appell-

Thanks for the input, I'll try the code commands first chance I get. But as to the rest of my question, regarding the Getparty,Ask, allow me to rephrase:

If I need to list multiple parties at different places in the form letter, and then pull their phone numbers from their cards, I begin to run into a problem. I realize that multiple parties can be listed using the Getparty command, but they have to be all in a row. I would like to place one parties info in one part of the form, pull the phone/fax from the card, and place the second party elsewhere in the form, pull the phone/fax from the card, place the third somewhere else....

You get the idea. This can be done, with a great deal of user input and clicking with Getparty,Ask. I'm looking for a way to streamline the form. What my question basically is: Can I cylce thru multiple injuries on a single form, and be able to access the insurance, attorney and employer cards for each injury? I have only been able to access the first insurance,etc.

Hope this clarifies and thanks again

Joshua Morgan

Re: Multiple Insurance and Getparty

Posted: Thu May 30, 2002 9:22 am
by Michael Appell
1. I would like to place one parties info in one part of the form, pull the phone/fax from the card, and place the second party elsewhere in the form, pull the phone/fax from the card, place the third somewhere else....

Currently, you may do this without the telephone number by using the memory command. After issuing a:

>

You may issue the memory 121 command to access the first party, 122 to access the second party selected, etc. as follows:

Party #1:
>

Party #2:
>

etc.

2. Can I cylce thru multiple injuries on a single form, and be able to access the insurance, attorney and employer cards for each injury? I have only been able to access the first insurance,etc.

There will be an option to access the second and third Ins and Attorney from the party list in the next revision (accessible on the web within the next week).

Also, there will be an option to pull telephone numbers when multiple parties are selected from the GetParty list.

Mike