The Legal page is designed to easily capture and reference all legal matters relating to a claim and has been segmented into sections to ease navigation.
Legal Records, Claim Documents, and Notes will not be reported to the regulator. However, any Reconsiderations, Court Proceedings, or Appeals records will be.
To access the Legal page, go to the injury or claim record and select the Legal option underneath the Claim Management heading.
Legal Records
A Legal Record itself will not be reported to the regulator and you can have multiple Legal Records at any stage.
To add a new Legal Record to the claim, navigate to the Legal page, via the Claim Management menu, and select Add.
You will be taken to a new page where you can enter details of the Legal Record. You can add three types of records; Common Law, Conciliation, and Permanent Impairment. At a minimum, the Type and Date Received are required to store a Legal Record.
Note: these are the standard system values, however, Client Admins can add additional values if needed. Please take a look at the Managing your Lookups article for more information.
Please make sure to fill in all necessary fields, as well as any other relevant fields. To finalise the entry, press Save.
Field Name | Definition/Field Type |
Type | Dropdown field. Available options;
Required field |
Date Received | Date field. Allows past dates but cannot be before DOI. Required field |
Status | Dropdown field. Available options;
|
Settlement Amount* | Numerical field. This field only appears if the status is changed to 'Settlement'. |
Response Due | Date field. Allows future and past dates but cannot be before DOI. |
Response Sent | Date field. Allows past dates but cannot be before DOI. |
Next Hearing/Meeting | Date field. Allows future and past dates but cannot be before DOI. |
Worker Solicitors | Text field. |
Contact Name | Text field. |
Phone | Phone number field. 10 digits max. |
Date Engaged | Date field. Allows past dates but cannot be before DOI. |
Employer Solicitors | Text field. |
Contact Name | Text field. |
Phone | Phone number field. 10 digits max. |
Date Engaged | Date field. Allows past dates but cannot be before DOI. |
Common Law Settled* | Date field. This field only appears if the type is set to 'Common Law'. Allows future and past dates. |
Common Law Amount ($)* | Numerical field. This field only appears if the type is set to 'Common Law'. |
PI (%)* | Numerical field. This field only appears if the type is set to 'Permanent Impairment'. |
PI Amount ($)* | Numerical field. This field only appears if the type is set to 'Permanent Impairment'. |
Finalised | Date field. Allows past dates but cannot be before DOI. |
Reconsiderations
To add a new Reconsideration record select the blue Add button within the corresponding section.
You will be taken to a new page where you can enter details of the Reconsideration.
Reconsiderations will be reported to your regulator.
Please make sure to fill in all necessary fields, as well as any other relevant fields. To finalise the entry, press Save.
Field Name | Definition/Field Type |
Date Received | Date field. Required field |
Initiator | Dropdown field. Available options;
Required field |
Issue | Dropdown field. Available options;
|
Date of Decision | Date field. A value is required IF a value in the Decision dropdown has been selected. |
Decision | Dropdown field. Available options;
A value is required IF a date has been entered in the Date of Decision field. |
Appeal | This is a dropdown list and will default to 'Not related to an appeal'. Once an Appeal record is added to the claim, you can choose the related Appeal from the list to link to your Reconsiderations record. |
Court Proceedings
To add a new Court Proceeding record select the blue Add button within the corresponding section.
Once you've selected Add, you will be taken to a new page where you can enter details of the Court Proceeding.
Court Proceedings will be reported to your regulator.
Please make sure to fill in all necessary fields, as well as any other relevant fields. To finalise the entry, press Save.
Field Name | Definition/Field Type |
Date Filed | Date field. Required field |
Type | Dropdown field. Available options;
Required field |
Hearing Date | Date field. |
Initiator | Dropdown field. Available options;
Required field |
Date Resolved | Date field. Allows past dates but cannot be before DOI. |
Decision | Dropdown field. Available options;
|
Decision Method | Dropdown field. Available options;
|
Reference | Free text. Required field |
Appeal | This is a dropdown list and will default to 'Not related to an appeal'. Once an Appeal record is added to the claim, you can choose the related Appeal from the list to link to your Court Proceedings record. |
Please make sure to fill in all necessary fields, as well as any other relevant fields. To finalise the entry, press Save.
Appeals
To add a new Appeals record select the blue Add button within the corresponding section.
Once you've selected Add, you will be taken to a new page where you can enter details of the Appeal.
Appeals will be reported to your regulator.
Please make sure to fill in all necessary fields, as well as any other relevant fields. To finalise the entry, press Save.
Field Name | Definition/Field Type |
Date Received | Date field. Required field. |
Notice Date | Date field. Allows past dates but cannot be before DOI. |
Initiator | Dropdown field. Available options;
Required field. |
Issue | Dropdown field. Available options;
Required field. |
Date of Decision | Date field. A value is required IF a decision value has been selected. |
Decision | Dropdown field. Available options;
A value is required IF a date has been entered in the Date of Decision field. |
Decision Method | Dropdown field. Available options;
A value is required IF a decision value has been selected. |
Date of Hearing | Date field. Allows past dates but cannot be before DOI. |
Significant to Scheme | Checkbox |
AAT Reference | Text field |
Claim Documents
To add a new Claim Document select the blue Add button within the corresponding section.
Any Claim Documents added via the Legal page will also appear on the Claim Documents page and are automatically assigned with the Legal 'type'.
This also works in reverse, if a document is added to the Claim Documents page and has the type set to Legal it will appear on the Legal page for easy reference.
Field Name | Definition/Field Type |
Report Date | Date field. Required field. |
Date Received | Date field. Required field. |
Private | This checkbox allows you to mark the Claim Document as private. Doing so will reduce visibility to only client admin users and the user adding the document. |
Type | Read-only field. Set to Legal. |
Summary | Free-text area. This will appear within the Claim Documents grid on the Legal page. |
Detail | Free-text area. |
Attachments | The attachments panel on the right of the screen allows you to attach relevant documents to save with the record. These can be added by drag and drop, using the Upload button to search for the file. |
Save & Email: This option saves the note and takes you directly to the email out page where you can email the details to whoever you choose.
Legal Notes
To add a new legal note select the blue Add button within the corresponding section.
Any Notes added via the Legal page will also appear on the Notes page and are automatically assigned with the Legal 'type'.
This also works in reverse, if a Note is added to the Notes page and has the type set to Legal it will appear on the Legal page for easy reference.
Field Name | Definition/Field Type |
Date | Date field. Required field. |
Type | Read-only field. Set to Legal. |
Private | This checkbox allows you to mark the Claim Document as private. Doing so will reduce visibility to only client admin users and the user adding the document. |
Pinned | This checkbox allows you to 'pin' the note to the Summary page. Refer to our Managing Notes article for further details. |
Title | Text field. This will appear on the Legal Notes grid on the Legal page. |
Follow Up Task | Checkbox. Use this if you need to create a task to follow up. |
Due Date | Date field. This will only appear if the Follow Up Task checkbox has been selected. |
Owner | Drop down list of system users. This will only appear if the Follow Up Task checkbox has been selected. Select the Owner of the task from the list. When you save the note, the task will also save. |
Note | Free-text area. Refer to our Managing Notes article for further details on what can be done. |
Attachments | The attachments panel on the right of the screen allows you to attach relevant documents to save with the record. These can be added by drag and drop, using the Upload button to search for the file. |
Save & Email: This option saves the note and takes you directly to the email out page where you can email the details to whoever you choose.
Edit and View Records
To edit a record click on the context menu (
) next to the record and select the Edit option.
FAQ's
Can all user types view information on the legal page?
Can all user types view information on the legal page?
No, not all users will have access to add, edit, or view records on the legal page. Access to this page is limited to Client Admins, Claim Managers and Read Only (CM) user types.
Can I delete entries added to the page in error?
Can I delete entries added to the page in error?
Depending on your user permissions, you can delete records added to the Legal Records, Claim Documents or Notes sections.
Users cannot delete a Reconsideration, Court Proceeding, or Appeals records, regardless of their user permissions. This is due to the information being reported to the regulator.
If you need help with this, please contact the Support team via the in-system Help widget.
Why can't I see an option to Edit a record?
Why can't I see an option to Edit a record?
The ability to Edit certain details is linked with your user type permissions. If you are unable to Edit a record and believe you should be able to, we recommend reaching out to your internal system administrator who can review your permissions.
If you require further assistance with this, please reach out to the Support team via the in-system Help widget.
Are validations built into the system to comply with regulator requirements?
Are validations built into the system to comply with regulator requirements?
While there are some system validations built in e.g. you cannot input a request received date earlier than the date of injury, any jurisdiction requirements have not been built in.
It is your responsibility to understand those requirements and input data correctly. If something has been inputted incorrectly and fails validation, this will be checked when generating the submission file for the reporting period.