New Attorney

Follow these steps to add a new attorney record:

1. On the Settings menu, click Other Lists>New Attorney. This opens the New Attorney task.

Optionally, if you are adding more than one attorney during the same work session, you can click Find Attorneys to open the Find Attorney task (or browser); and then click the New button on the Task Button Bar of the browser to add a new attorney. As you add new attorneys to the system, the new attorneys will be added to the list area of the browser.

2. From the drop-down list in the Type box, select the type of attorney representing the patient or employer (e.g., Applicant or Defense).

3. Complete the remaining fields as follows:

Full Name: Enter the full name of the attorney (e.g., John L. Davidson, Mary Lynn Peterson, etc.). Optionally you can also enter a title (e.g., Mr., Mrs., etc.) and/or a suffix (e.g., I, II, Jr., Sr., etc.).
Company: Enter the name of the company where the attorney is employed.
Address: Enter the attorney's street address (including suite number or other secondary unit designator, if applicable), and then enter the zip code. Once you tab out of the address box, the system will automatically populate the city and state for you. (If a two-line street address, be sure to enter the zip code on a separate line, see City/State Auto Complete.)
Phone: Enter the attorney's phone number, including area code, in the format “(XXX) XXX-XXXX” (e.g., (714) 555-1234). Or you can omit the formatting and type the phone number as "XXXXXXXXXX” (e.g., 7145551234); the system will automatically format the phone number for you. Tab to the next field and enter the extension number, if available.
Fax: Enter the attorney's fax number, including area code.
Notes: Enter any notes or other data to store with the attorney record.

4. When you finish adding the new attorney record, click the Save button; or to exit the task without saving the new record, click Cancel.