Manage
Firms, Contacts and Cases
- View/Edit a Law Firm
- View/Edit an Attorney/Contact
- View Firm’s Contact List
- View Contact detail
- View Firm’s Invoice History
- Add a new Case to an Attorney
Time
and Expense
Administrative
Tasks
Login
Timesheet
-
View/Edit a
case’s timesheet
-
Preview/Print
the Timesheet Report
-
View/Edit a
case’s expenses
-
Preview/Print
the case’s expenses
Expenses
-
View/Edit
expenses in a date range
-
Preview/Print
the Expense Report for a date range
-
Preview/Print
the IRS Schedule C Summary Report
Invoices
-
View
next Invoice number
-
View
and add Invoice detail
-
Post
payments
-
View
receivables
-
View
revenue year-to-date
-
View
revenue for a date range
Assigned Relationships
-
Reassign
an Attorney to a new Firm
-
Reassign
a Case to a new Attorney
-
Reassign
a Case to a new Firm
Case
Calendar
- Record meetings and events in
the Case Calendar
- Preview/Print the Case Calendar
Add
and Edit Medical Record Detail
-
Time
-
Date
-
Location in
record, i.e. Nurses Notes
-
Sequence
number to manually control the sequence of records on the same
date
-
Bates Number
-
Narrative
(contents of the record)
-
LNC Note
-
References
-
Summary
Note
-
Timeline
Caption
-
Record
Selector code
-
Check
spelling with the Legal Nurse System Medical Dictionary
-
Do a Quick
Search to find records by date and time
-
Add a person
to the Party Roster
-
Add questions
for and comments about a Party
-
Add a term to
the Glossary
-
Add Lab/Data
values
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Print
Chronologies
- Preview/Print the
Annotated Chronology
- Preview/Print the Expert
Chronology (Narrative information only)
- Preview/Print the
Annotated Chronology without references.
Select
Records
- View/Edit Selected Records using
the Query Builder
- Preview/Print Selected Records
using the Query Builder
- View/Edit records using the
Record Selector codes
- Preview/Print records using the
Record Selector codes
Work
with Lab/Data Panels.
- Create New Lab/Data Panels
Select a Panel
and a Test, then:
- Export the series for use in
another program
- Add/Edit values
- Generate Graphs (requires
Microsoft Excel)
- View/Delete entries
- Preview/Print Lab/Data series
values
Timeline
- View Timeline Captions
- Preview/Print Timeline Report
- Check Spelling with the Legal
Nurse System Medical Dictionary
- Export Timeline Captions for use
in another program
- Create two styles of timelines,
both editable in Word
Itemized Expenses
- Enter Expenses by professional
Group, Provider and Expense Category
- Create a summary report with
totals by Category, Provider and Professional Group
Billing
Analysis
- Enter IDC-9/CPT codes, Provider,
Billing and Insurance detail and the system will
calculate the adjusted amount for you.
- Create reports for the Final and
Baseline Analysis
Summary
Notes
- View Summary Notes captions
- Preview/Print Summary Notes
Report
- Check spelling with the Legal
Nurse System Medical Dictionary
- Export Summary Notes for use in
another program
Case
Glossary
- Add/Edit Glossary
- Preview/Print Glossary
Involved
Parties
- View/edit Party Profile
- View Party Details
- Preview/Print Party Roster
- Preview/Print Party details
- Export Party details for use in
another program.
Case
Profile
- Record patient’s demographics,
medical and social history in the Case Overview
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