Attorneys Setup
Use Attorney tasks to manage the master list of attorneys associated with patient cases.
This is a company-wide list that spans across all practices. An application administrator or other designated member with the appropriate user permissions can create a list of attorneys or make changes to individual attorney records directly from theSettingsmenu.
An attorney record can also be added by any user within the medical or billing office that has permission to add or edit patient records and cases associated with patient records. If a user enters a case within a patient record that involves one or more attorneys, and finds that the attorney is not already in the system, the user can add an attorney to the list and, at the same time, link that attorney to the case directly from the patient record.
For more information about setting up and managing the list of attorneys using theSettingsmenu, read the following help topics:
New Attorney - Add a new attorney record.
Find Attorney - Find an existing attorney record.
Edit Attorney - Modify an existing attorney record.
Delete Attorney - Delete an attorney record.
Still need help? Contact support here.
