Case Management

 
Contact Detail
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           "Invaluable in helping us manage our case files."

Russel E. Nordstrom, Esq.
Nordstrom, Steele, Nicolette and Blythe

2012 Updates:

Dynamic Case Detail tab for 15 Case Types and 37 Case Classes (ie., sub-types)

“View All” User Interface for Staff Filter for Case Calendar and Assignments

Reports

Case Detail/Evidence: Fact Summary report

Case Detail/Evidence: Witness report

Case Detail/Evidence: Expert Witness report

General Information

The Case Manager in the Practice Information Powertool is very powerful. It has been designed to replace your "paper file" as the "working file" in your office, which need only serve as a receptacle for originals and copies of documents. The benefit of having the Power Information Powertool as your "working file" is that the location of your "paper file" becomes unimportant for purposes of case management. Even if the file is with an attorney outside the office, all pertinent case information is still available.

Search and Find

The search and find capability is another extremely powerful feature of the system. You can search and find data for any criteria in any single field or combination of fields in any of the screens of the program. Whether it is a small piece of information, such as a Zip Code of a city or critical data on Medical Records, Medical Bills, Costs, etc., you will have that data at your fingertips. You will virtually never have to leave your desk to search for a file, once all case information is entered in the Practice Information Powertool database.

Automated Data Entry

Pull down menus have been provided for many of the data fields to speed up data entry. For example, Date fields utilize miniature graphical popup calendars and Staff Member fields utilize lists of Staff Members initials. In addition, detailed information about medical providers, insurance companies, courts, attorneys, arbitrators, experts, and law enforcement agencies need only be entered once in the Contact Module, after which they can be assigned to other cases.


File Notes
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File Notes - Report
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File Notes

Track the activity for each Case using the File Notes screen. Fields include Date, Staff Member, Activity Code, Time Spent, and Description. Create Billing Slips from your File Notes by clicking on the button to the right of the note. It's that easy!