Dear Michael,
I have several questions regarding A1 Law.
1. Is there a way to see who was the last person to make ANY changes on the client card?
2. In the Extended Application - How would you handle needing to amend the application (Example. If a physiological claim was accepted later). Sometimes they use the same insurance claim number or are assigned a new insurance claim number.
3. The office had some discussion about the parties sheet and rolodex and wanted to confirm some thoughts:
a: Adjuster 1 is with Insurance A. We have Adjuster 1 attached to several cases. If Adjuster 2 takes over ALL the cases that Adjuster 1 is handling:
*We would go to that Adjuster's card in the Rolodex/Bring up from the parties sheet on a case, then type the old adjuster's name and the date the adjuster was changed on: Comments tab - Personal Comments - then change the name of the Adjuster to the new name (from 1 to 2). This would cause all of the cases that Adjuster 1 had (was attached to the Parties sheet) to now reflect Adjuster 2 & the personal comments (about the change) would be available at each case.
b: Adjuster 1 is with Insurance A. We have Adjuster 1 attached to several cases. If Adjuster 2 takes over ONE case Adjuster 1 is handling:
*We would go to THAT ONE Case - In Case Activity and/or Extended Notes: Place the information that the Adjuster was changed with the old adjuster's name - then go to the Parties Tab - Detach Adjuster 1 - Attach Adjuster 2.
I also know the original adjuster information should be Available from the Carrier information on the Extended Application (if it was originally attached).
c: Adjuster 1 is with Insurance A. Ajuster 3 with Insurance B takes over.
*We would go to THAT ONE Case - In Case Activity and/or Extended Notes: Place the information that the Adjuster was changed with the old adjuster's name and insurance company- then go to the Parties Tab - Detach Adjuster 1 with Insurance A - Attach Adjuster 3 with Insurance B.
Thanks!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
More Questions
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Michael Appell
Re: More Questions
1. Is there a way to see who was the last person to make ANY changes on the client card?
Certain parts yes (ie: the case activity, the calendar). To find out who the last person was to make changes would not seem to offer much unless you knew what changes were made. Since SO many staff members will constantly use case activity, it's easy to run a report to track how much activity users are entering and what's getting done.
2. In the Extended Application - How would you handle needing to amend the application (Example. If a physiological claim was accepted later). Sometimes they use the same insurance claim number or are assigned a new insurance claim number.
Edit the application and you will see an AMENDED dropdown (at the General tab). Just click it and specify First Amended, Second Amended, etc. and A1-Law will print that on the application.
3. Everything you said in #3 is correct except......
Some offices do NOT utilize this approach for the adjuster. The do when there are a lot of attorneys working at a specific firm (or maybe doctors at a specific medical group).
However, because adjusters move around so much, some offices simply do not bother to enter them into the rolodex. They only enter the specific insurance company and enter the adjuster at the extended application so that the rolodex does not get cluttered.
You may be thinking that this means that when an insurance company changes adjusters, that means one would have to go into all the cases with that adjuster. That's true (unless you do it the way you specified in your prior post). However, some offices find it advantageous to do it this way instead for the following reasons:
First, the rolodex does not get cluttered.
Second, often, insurance companies do not take all of adjuster A's cases and just transfer them all to adjuster B. If you simply change Adjuster A to Adjuster B - there may be some cases where you are referencing Adjuster B and that case was never transferred to Adjuster B. This may or may not be a problem.
Third, insurance companies (from what I have heard) have to give notice regarding every case that was transferred and to whom it was transferred to. This supposedly may be advantageous for your firm but I don't have the legal details as to why it might be.
Mike
Certain parts yes (ie: the case activity, the calendar). To find out who the last person was to make changes would not seem to offer much unless you knew what changes were made. Since SO many staff members will constantly use case activity, it's easy to run a report to track how much activity users are entering and what's getting done.
2. In the Extended Application - How would you handle needing to amend the application (Example. If a physiological claim was accepted later). Sometimes they use the same insurance claim number or are assigned a new insurance claim number.
Edit the application and you will see an AMENDED dropdown (at the General tab). Just click it and specify First Amended, Second Amended, etc. and A1-Law will print that on the application.
3. Everything you said in #3 is correct except......
Some offices do NOT utilize this approach for the adjuster. The do when there are a lot of attorneys working at a specific firm (or maybe doctors at a specific medical group).
However, because adjusters move around so much, some offices simply do not bother to enter them into the rolodex. They only enter the specific insurance company and enter the adjuster at the extended application so that the rolodex does not get cluttered.
You may be thinking that this means that when an insurance company changes adjusters, that means one would have to go into all the cases with that adjuster. That's true (unless you do it the way you specified in your prior post). However, some offices find it advantageous to do it this way instead for the following reasons:
First, the rolodex does not get cluttered.
Second, often, insurance companies do not take all of adjuster A's cases and just transfer them all to adjuster B. If you simply change Adjuster A to Adjuster B - there may be some cases where you are referencing Adjuster B and that case was never transferred to Adjuster B. This may or may not be a problem.
Third, insurance companies (from what I have heard) have to give notice regarding every case that was transferred and to whom it was transferred to. This supposedly may be advantageous for your firm but I don't have the legal details as to why it might be.
Mike