Need to add an attorney so you can send out claims for PI and MVA Cases? We got you!
Let's first make sure we have them set up in the system. Head over to Settings > Insurance Settings > Attorneys:
Once there, click + Add an Attorney, and fill in information like the Attorney Company Name, Main Contact along with basic contact information then hit Save:
To Delete an Attorney, simply click on the red trashcan icon on the right side of the page:
To add an attorney to a Patient Profile, head to the Patients tab locate the desired Patient Profile:
All you have to do is select the attorney from the drop-down list, and click the Save icon and you are all set!