Public Release Notes
This article covers new product enhancements included in our February 7, 2024 release of Version 7.16.
Case Files
Reorder Injuries
Injuries in Workers' Compensation case files can now be reordered to be displayed as desired. Changing the order on the Injuries tab provides users with increased flexibility for prioritizing injuries on a case. This will update the order displayed in the left panel of case files, as well as when auto-filling injury information on invoices.
Case Party Search
Users are now able to search and locate a specific party within the Parties tab inside of case files - especially helpful for case files with larger volumes of parties. The search function also includes options for filtering the Parties list by people type, so you can quickly filter a case’s parties list. Users can easily create mailing labels from the filtered Parties tab to avoid printing labels for unnecessary parties.
Reports Enhancements
Case Ledgers Receivables Report
A new built-in report is available to better track the allocation of payments to individual ledger items in your firm. Whenever payments are allocated to individual ledger items on an invoice, an entry is generated in the report so your firm can track when and how payments are applied. The report can be filtered on the date the payment was posted and outputs the following columns:
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Case File Name
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Attorney Responsible
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Case Ledger type
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Case Ledger description
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Amount Paid
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Date Paid
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Date Payment Posted
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Invoice Reference Number
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Total Invoiced Amount
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Total Invoice Paid
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Total Invoice Discounted
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BillTo Contact Name
Stale Cases Report Enhancement
The Case column in the Stale Cases report output now includes a link directly to the case file specified. Clicking on the link will open the case file in a new tab so you can more easily act on cases in need of attention. The report criteria also been enhanced to include a date range filter option for 45 days.
Settlements Report
In addition to renaming several of the existing columns in this report for clarity, we have added several new columns to the report output to provide greater detail on case settlements.
Renamed Columns include the following:
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“Settlement Date” (Renamed from “Date”)
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“Gross Amount” (Renamed from “Amount“)
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“Legal Fee (Amount)” (Renamed from “Fees“)
The following columns have been added to the report, pulling data directly from the Settlement Summary tab within case files:
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“Settled By“
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“Payment Received“
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“Legal Fee (%)“
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“Medical Cost“
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“Release Received“
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“Release Returned“
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“Estimated Distribution“
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“Draft Received“
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“Draft Approved“
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“Approved for Distribution”
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“Distributed“
Other Updates
Subpoenaed Records - Streamlined the process of ordering subpoenaed records from within case files.
JET Filing - Updated the Compromise & Release packet requirements to list Medical Reports as an optional attachment type.
Recent Firm PDFs - Added some additional helper text to this page.
Forwarding PDFs - Addressed a visual error when forwarding Word documents as PDF files from case files.
Miscellaneous - Various improvements and bug fixes.