Hi Mike,
Is there a different injury sheet available for PI cases?
Leslie
PI Injury Sheet
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Michael Appell
Re: PI Injury Sheet
Yes - you may set up your own user defined injury sheet for personal injury.
There are THREE considerations here. First, you may set up user defined fields at the USER sheet. Second, you may set up an eighth tab at the client card with user defined fields. Third, you may set up user defined fields at the INJURIES tab. Let's examine the differences.
First, at the USER sheet, you may have an unlimited number of user defined fields for any type of case. The user defined fields in one type of case are not shared in other types of cases.
Second, at the eighth tab you may have up to 20 user defined fields that are shared among all types of cases.
Third, at the Injury sheet, you may have up to 20 user defined field PER INJURY. So in that situation, if a case has 3 injuries (3 extended applications) then you may have 20 fields for each injury. For example, you may want to track the following for EACH injury in workers' compensation cases: Injury Accepted/Denied, Group Number, Rating, etc.
Now, you may create UDF's in the injury tab for PI (but those UDF fields are shared amongst all types of cases - so you may need to be a little more general in your wording).
Next, once you have the fields you need in the extended application for both WC and PI cases, you will notice that there are THREE viewing modes at the Injury sheet. The VIEW3 mode is user defined. You may set up both the Injury UDF fields and user defined view in Configure System Defaults at the Injury UDF and Injury UDF View selections.
Mike
There are THREE considerations here. First, you may set up user defined fields at the USER sheet. Second, you may set up an eighth tab at the client card with user defined fields. Third, you may set up user defined fields at the INJURIES tab. Let's examine the differences.
First, at the USER sheet, you may have an unlimited number of user defined fields for any type of case. The user defined fields in one type of case are not shared in other types of cases.
Second, at the eighth tab you may have up to 20 user defined fields that are shared among all types of cases.
Third, at the Injury sheet, you may have up to 20 user defined field PER INJURY. So in that situation, if a case has 3 injuries (3 extended applications) then you may have 20 fields for each injury. For example, you may want to track the following for EACH injury in workers' compensation cases: Injury Accepted/Denied, Group Number, Rating, etc.
Now, you may create UDF's in the injury tab for PI (but those UDF fields are shared amongst all types of cases - so you may need to be a little more general in your wording).
Next, once you have the fields you need in the extended application for both WC and PI cases, you will notice that there are THREE viewing modes at the Injury sheet. The VIEW3 mode is user defined. You may set up both the Injury UDF fields and user defined view in Configure System Defaults at the Injury UDF and Injury UDF View selections.
Mike
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LESLIE
Re: PI Injury Sheet
I don't want to change the WC Injury sheet, so I guess that the USER sheet would be best to use for PI injury information. How would I modify it so that I could attach parties to that sheet & fill out fields; at least one field should allow several lines of entry (How did accident occur)?
Thanks,
Leslie
Thanks,
Leslie
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Michael Appell
Re: PI Injury Sheet
You could also use the NOTES sheet You may then configure A1-Law to automatically copy a form letter to the notes for new cases. In this way, different types of cases may have different default intake/general quesitons in the notes (ie: How did accident occur).
The UDF's do now allow for more than one line but you may have as many as you like in NOTES.
Mike
The UDF's do now allow for more than one line but you may have as many as you like in NOTES.
Mike
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Leslie
Re: PI Injury Sheet
What do you mean by "You may then configure A1-Law to automatically copy a form letter to the notes for new cases"? Would the letter have fields to fill out like a form that won't allow the user to change the fields as he/she is filling it out, and could it be copied over to PI cases only??
I'd also like to configure the system to set up the PI captions to show the DATE OF ACCIDENT rather than the CASE NO. Is it possible? We're currently manually entering them.
Thanks,
Leslie
I'd also like to configure the system to set up the PI captions to show the DATE OF ACCIDENT rather than the CASE NO. Is it possible? We're currently manually entering them.
Thanks,
Leslie
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Michael Appell
Re: PI Injury Sheet
1. What do you mean by "You may then configure A1-Law to automatically copy a form letter to the notes for new cases"? Would the letter have fields to fill out like a form that won't allow the user to change the fields as he/she is filling it out, and could it be copied over to PI cases only??
Create a form letter - say form letter 5500. In the form letter you may enter anything you want. For example:
How Did The Accident Occur:
Other Information:
etc. etc.
The idea being that in the form letter you are asking questions. This form letter may then be copied automatically to Extended Notes that are blank. In order to do this, you must do the following:
Configure System Defaults, General, Advanced WP For XNotes = YES (this may be yes or no in the next release)
Configure System Defaults, Client Card Notes, Default Notes to Use for extended notes and prospects:
X1,W,5500
You will enter X1,W,5500. The X1 specifies you want to copy a form letter into extended notes #1 (there are up to 10 extended notes that you may have for a case at the Notes tab). The W specifies the type of case and the 5500 specifies to copy form letter 5500. When you Edit the extended notes for the first time, you will see the questions are copied right in and the user may fill them in. Keep in mind though that this information can't merge individual fields in form letters (because it's a long series of notes) the same way that you can merge user defined fields into form letters. But, if it's just an intake/info sheet/questionairre then you probably don't need to merge it into form letters anyways.
2. I'd also like to configure the system to set up the PI captions to show the DATE OF ACCIDENT rather than the CASE NO. Is it possible? We're currently manually entering them.
There should be no problem with this at all. The first question is where are they entering the Date Of Accident? Is it in a user defined field or is it at the injury sheet. What you want to do is create a SEPARATE form letter that will print the PI caption exactly the way you want it to and then just use the MERGE command to merge it into your PI letters.
Mike
Create a form letter - say form letter 5500. In the form letter you may enter anything you want. For example:
How Did The Accident Occur:
Other Information:
etc. etc.
The idea being that in the form letter you are asking questions. This form letter may then be copied automatically to Extended Notes that are blank. In order to do this, you must do the following:
Configure System Defaults, General, Advanced WP For XNotes = YES (this may be yes or no in the next release)
Configure System Defaults, Client Card Notes, Default Notes to Use for extended notes and prospects:
X1,W,5500
You will enter X1,W,5500. The X1 specifies you want to copy a form letter into extended notes #1 (there are up to 10 extended notes that you may have for a case at the Notes tab). The W specifies the type of case and the 5500 specifies to copy form letter 5500. When you Edit the extended notes for the first time, you will see the questions are copied right in and the user may fill them in. Keep in mind though that this information can't merge individual fields in form letters (because it's a long series of notes) the same way that you can merge user defined fields into form letters. But, if it's just an intake/info sheet/questionairre then you probably don't need to merge it into form letters anyways.
2. I'd also like to configure the system to set up the PI captions to show the DATE OF ACCIDENT rather than the CASE NO. Is it possible? We're currently manually entering them.
There should be no problem with this at all. The first question is where are they entering the Date Of Accident? Is it in a user defined field or is it at the injury sheet. What you want to do is create a SEPARATE form letter that will print the PI caption exactly the way you want it to and then just use the MERGE command to merge it into your PI letters.
Mike