Client - Revision history

Kempscas: /* Buttons across the top of the Client Intake */

2017-08-23T17:04:22Z

Buttons across the top of the Client Intake

← Older revision		Revision as of 17:04, 23 August 2017
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	1) Save/Stay – Save this information and stay on this form		1) Save/Stay – Save this information and stay on this form

	2) Add – Saves the information and opens a new, blank client intake		2) Add – Saves the information and opens a new, blank client intake

	3) Print – Print this form and the information in it		3) Print – Print this form and the information in it

	4) Time – This button will take you to a Time Keeping form that you use to track the time spent on the case. (Described in Time Keeping)		4) Time – This button will take you to a Time Keeping form that you use to track the time spent on the case. (Described in Time Keeping)

	5) Duplicate – This allows the copying of existing client data into a new record. It is discussed under Advanced Features.		5) Duplicate – This allows the copying of existing client data into a new record. It is discussed under Advanced Features.

	6) Switch Client – Open a different case to work on using its case number		6) Switch Client – Open a different case to work on using its case number

	7) New Elig – Creates a new eligibility from the client Intake meaning you don’t have to go to the Add choice.		7) New Elig – Creates a new eligibility from the client Intake meaning you don’t have to go to the Add choice.

	8) Calendar – Creates a calendar event for this client (Described in Scheduling).		8) Calendar – Creates a calendar event for this client (Described in Scheduling).

	9) Close – Saves the information and returns you to the menu system		9) Close – Saves the information and returns you to the menu system

Kempscas: /* Special Programs */

2017-08-23T17:03:37Z

Special Programs

← Older revision		Revision as of 17:03, 23 August 2017
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	==Special Programs==		==Special Programs==
	~~is a~~ feature in Prime that allows you to build custom intake sheets that link with a Client Intake or Eligibility Slip.		A feature in Prime that allows you to build custom intake sheets that link with a Client Intake or Eligibility Slip.

			[[File:SpecialPrograms.png]]

	1) Several Special Programs are included with Prime, and an unlimited number of new ones can be added. For example, a funder such as United Way might require you to report on information not on the Client Intake. A Special Program could be constructed to track this information.		1) Several Special Programs are included with Prime, and an unlimited number of new ones can be added. For example, a funder such as United Way might require you to report on information not on the Client Intake. A Special Program could be constructed to track this information.

	2) You can build the needed Special Program or KCW can do it for you. There is a Help button that can assist you in building your Special Program		2) You can build the needed Special Program or KCW can do it for you. There is a Help button that can assist you in building your Special Program

	3) Prime comes with some Special Programs (SP) already built in. They are chosen from a pull down. For example, we give you a Litigation Expenses SP.		3) Prime comes with some Special Programs (SP) already built in. They are chosen from a pull down. For example, we give you a Litigation Expenses SP.

	4) Find additional information about SP in the Advanced Features section.		4) Find additional information about SP in the Advanced Features section.

Kempscas: /* Contacts */

2017-08-23T17:02:15Z

Contacts

Kempscas: /* Family */

2017-08-23T17:01:05Z

Family

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	==Family==		==Family==
	– The Family tab is where you list family members. This is essential in cases like divorces and benefits and might be required by funders.		The Family tab is where you list family members. This is essential in cases like divorces and benefits and might be required by funders.

			[[File:Family.png]]

	i) Enter the first, middle, and last name of the family member		i) Enter the first, middle, and last name of the family member

	ii) Enter the sex, birthdate, and age		ii) Enter the sex, birthdate, and age

	iii) Identify the relationship that the person has to the client		iii) Identify the relationship that the person has to the client

	iv) You can note whether the family member resides with and is supported by the client		iv) You can note whether the family member resides with and is supported by the client

	v) You can also add the family member name to the conflict checker as either a client (the family member is involved with the case) or as an adverse party (the family member is taking advantage of the senior client).		v) You can also add the family member name to the conflict checker as either a client (the family member is involved with the case) or as an adverse party (the family member is taking advantage of the senior client).


	==Contacts==		==Contacts==

Kempscas: /* Outcomes – Main Benefits */

2017-08-23T17:00:08Z

Outcomes – Main Benefits

Kempscas: /* The Closure Tab */

2017-08-23T16:57:22Z

The Closure Tab

Kempscas: /* Case Notes */

2017-08-23T16:55:49Z

Case Notes

← Older revision		Revision as of 16:55, 23 August 2017
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	==Case Notes==		==Case Notes==
	Case Notes allow you to keep the facts of a case at your fingertips. You can keep track of your activities on a case and store information not contained in separate fields. It allows an unlimited entry of data.		Case Notes allow you to keep the facts of a case at your fingertips. You can keep track of your activities on a case and store information not contained in separate fields. It allows an unlimited entry of data.

	1) Offices generally use the notes for five major reasons:		1) Offices generally use the notes for five major reasons:
	i) First, they store unique information that lacks a specific field elsewhere on the intake, such as the client's work phone		:i) First, they store unique information that lacks a specific field elsewhere on the intake, such as the client's work phone
	ii) Second, they put in the client's fact situation		:ii) Second, they put in the client's fact situation
	iii) Record and track the advice and information they gave the client		:iii) Record and track the advice and information they gave the client
	iv) Third, they put in progress reports on the case		:iv) Third, they put in progress reports on the case
	v) Last, the managing attorney uses the case notes to supervise the progress of the case		:v) Last, the managing attorney uses the case notes to supervise the progress of the case

			[[File:CaseNote1.png]]

	2) Read Case Notes – Case Notes open up in a read-only mode with all the case notes appearing to be in one long file, with your most recent notes first.		2) Read Case Notes – Case Notes open up in a read-only mode with all the case notes appearing to be in one long file, with your most recent notes first.
	i) You can limit which notes you see by choosing a Tag Type. Only notes with that tag will show.		:i) You can limit which notes you see by choosing a Tag Type. Only notes with that tag will show.
	ii) Search for a word or phrase in your notes		:ii) Search for a word or phrase in your notes
	iii) Reverse the order of your notes to look at oldest to newest		:iii) Reverse the order of your notes to look at oldest to newest
	iv) Save your notes to a file		:iv) Save your notes to a file
	v) Print your notes		:v) Print your notes

	3) Notes also include your comments from		3) Notes also include your comments from
	i) Calendar		:i) Calendar
	ii) Meetings		:ii) Meetings
	iii) Court Cases		:iii) Court Cases

	4) Search Conflicts allows you to search conflicts while entering notes for a name that is mentioned.		4) Search Conflicts allows you to search conflicts while entering notes for a name that is mentioned.

	5) Add Note		5) Add Note

			[[File:CaseNote2.png]]

			:i) Click on New Note
			:ii) This immediately populates your staff number, date, time, and drops down the Reason box, that allows you to select what type of case note it is. As mentioned earlier, you can search case notes by reason type.
			:iii) Enter your notes in the Notes field next to your name
			:iv) You also have the ability to enter canned notes or questions in your notes

	~~i) Click on New Note~~
	ii) This immediately populates your staff number, date, time, and drops down the Reason box, that allows you to select what type of case note it is. As mentioned earlier, you can search case notes by reason type.
	~~iii) Enter your notes in the Notes field next to your name~~
	~~iv) You also have the ability to enter canned notes or questions in your notes~~
	6) Edit Case Notes		6) Edit Case Notes
	i) Click on Edit Notes		:i) Click on Edit Notes

			[[File:CaseNote3.png]]

			:ii) This displays your notes from most recent to oldest in individual edit fields
			:iii) Click on the Edit/Zoom button to zoom a selected note into bigger form, where you can edit it. You can also edit without zooming.

	~~ii) This displays your notes from most recent to oldest in individual edit fields~~
	~~iii) Click on the Edit/Zoom button to zoom a selected note into bigger form, where you can edit it. You can also edit without zooming.~~
	7) To Other Cases		7) To Other Cases
	i) Send a Note to up to six other cases, more if you repeat the process.		:i) Send a Note to up to six other cases, more if you repeat the process.
	ii) Press the To Other Cases button.		:ii) Press the To Other Cases button.
	iii) When the form comes up, either enter in the case numbers or use the Choose from Cases box to locate the case numbers with the client’s name.		:iii) When the form comes up, either enter in the case numbers or use the Choose from Cases box to locate the case numbers with the client’s name.
	iv) Press Send when finished to copy the note to the other cases.		:iv) Press Send when finished to copy the note to the other cases.
	v) Repeat this process if you need to send a note to more than six cases.		:v) Repeat this process if you need to send a note to more than six cases.

			[[File:CaseNote4.png]]

	8) When the total number of notes exceed approximately 65,000 characters, Tabs appear breaking the notes down into 65,000 character bundles. You can still search for words or read in reverse order.		8) When the total number of notes exceed approximately 65,000 characters, Tabs appear breaking the notes down into 65,000 character bundles. You can still search for words or read in reverse order.

Kempscas: /* The PBI Tab */

2017-08-23T16:51:15Z

The PBI Tab

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	::(d) The account balance		::(d) The account balance
	::(e) Highest dollar and hour amounts approved		::(e) Highest dollar and hour amounts approved
	:(f) If you click on View Account Balance, it displays the sum of all the previous slips entered and any outstanding balances		::(f) If you click on View Account Balance, it displays the sum of all the previous slips entered and any outstanding balances
	:xi) After entering the information, press the Close button to return to the Client Intake.		:xi) After entering the information, press the Close button to return to the Client Intake.
	:xii) When the Attorney sends you a bill for services, use the Client Search screen to find the case and go to Intake Page 3. Click on the Compensated button to enter a compensated slip.		:xii) When the Attorney sends you a bill for services, use the Client Search screen to find the case and go to Intake Page 3. Click on the Compensated button to enter a compensated slip.

Kempscas: /* The PBI Tab */

2017-08-23T16:50:39Z

The PBI Tab

← Older revision		Revision as of 16:50, 23 August 2017
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	==The PBI Tab==		==The PBI Tab==
	If this is a Volunteer Lawyer/Private Bar Involvement (PBI) case, the PBI tab displays fields to enter information. It allows you to assign an unlimited number of lawyers to a case and keep track of their time, when they started on the case, when they ended, etc.		If this is a Volunteer Lawyer/Private Bar Involvement (PBI) case, the PBI tab displays fields to enter information. It allows you to assign an unlimited number of lawyers to a case and keep track of their time, when they started on the case, when they ended, etc.

	1) First change the case type on the first page to P and then go to the PBI tab.		1) First change the case type on the first page to P and then go to the PBI tab.

			[[File:PBI1.png]]

			[[File:PBI2.png]]

	2) To Find a Lawyer for the case		2) To Find a Lawyer for the case
	i) Click on the Find/Assign Lawyer button to open a Search screen showing all the Lawyers who handle the type of problem the client has in the county the client lives in.		:i) Click on the Find/Assign Lawyer button to open a Search screen showing all the Lawyers who handle the type of problem the client has in the county the client lives in.
	ii) As you contact the Lawyers to see if they will take the case click on their row, make a record of your call to them using the Contacts button.		:ii) As you contact the Lawyers to see if they will take the case click on their row, make a record of your call to them using the Contacts button.
	iii) You can use the Multi-Criteria to further filter Lawyers by multiple case types, Counties, etc.		:iii) You can use the Multi-Criteria to further filter Lawyers by multiple case types, Counties, etc.
	iv) Once you find a Lawyer, click on them and push the Choose button. Doing this:		:iv) Once you find a Lawyer, click on them and push the Choose button. Doing this:
	(a) Puts them on the PBI tab as the Lawyer handling the case		::(a) Puts them on the PBI tab as the Lawyer handling the case
	(b) Fills out the additional information, such as Starting Date, Primary Attorney, etc.		::(b) Fills out the additional information, such as Starting Date, Primary Attorney, etc.
	ii) If you select another Lawyer because the first quit or they want to co-counsel, it will put that Lawyer in as the next on the list. An unlimited number of lawyers can be associated with a case.		:v) If you select another Lawyer because the first quit or they want to co-counsel, it will put that Lawyer in as the next on the list. An unlimited number of lawyers can be associated with a case.

			[[File:PBI3.png]]

			[[File:PBI4.png]]

			3) You can anchor a case to a Law Firm by putting the firm’s number in the Primary Firm field. If you do this, you can identify the firm that should get credit for taking the case, even if the lawyer switches firms.

	3) You can anchor a case to a Law Firm by putting the firm’s number in the Primary Firm field. If you do this, you can identify the firm that should get credit for taking the case, even if the lawyer switches firms.
	4) The Referral Date automatically defaults to today’s date		4) The Referral Date automatically defaults to today’s date

	5) Add an Appointment date and hour if needed.		5) Add an Appointment date and hour if needed.

	6) Track the time spent using the Add Time button		6) Track the time spent using the Add Time button
	i) This button opens up the PBI Time Stop Watch form (Described in Time Keeping) for entering time.		:i) This button opens up the PBI Time Stop Watch form (Described in Time Keeping) for entering time.
	ii) All you need to enter is the number of hours, although you can enter more details.		:ii) All you need to enter is the number of hours, although you can enter more details.
	iii) You can also enter Time directly from the Add choice on the Ribbon Bar for Lawyers who spend time on things other than direct services, such as fund raising or mentoring.		:iii) You can also enter Time directly from the Add choice on the Ribbon Bar for Lawyers who spend time on things other than direct services, such as fund raising or mentoring.
	iv) Once you enter time and the close the form, the total time is automatically calculated. To see it immediately, you can refresh the screen by pressing the Refresh Time button.		:iv) Once you enter time and the close the form, the total time is automatically calculated. To see it immediately, you can refresh the screen by pressing the Refresh Time button.

	7) Track the PBI type, e.g., Pro Bono or Compensated		7) Track the PBI type, e.g., Pro Bono or Compensated
	i) If the case is compensated (Judicare), check the box that says Compensated and click on the Compensated button. This displays the Compensated intake form that tracks bills from the lawyers and your payments.		:i) If the case is compensated (Judicare), check the box that says Compensated and click on the Compensated button. This displays the Compensated intake form that tracks bills from the lawyers and your payments.
	ii) It also allows you to track the estimated value of donated time.		:ii) It also allows you to track the estimated value of donated time.

	8) All Judicare cases are also PBI (Private Bar Involvement) cases. Therefore, the first place to start is to put a P in the case type field on Intake Page 1 of the Client Intake. This causes the PBI tab to display information.		8) All Judicare cases are also PBI (Private Bar Involvement) cases. Therefore, the first place to start is to put a P in the case type field on Intake Page 1 of the Client Intake. This causes the PBI tab to display information.
	i) Once the PBI section is filled out and the appropriate attorney selected, check the box that says Compensated. You then need to press the Compensated button. This brings up the Compensated input screen. It is important to remember that any PBI case can have multiple compensated sheets attached to it.		:i) Once the PBI section is filled out and the appropriate attorney selected, check the box that says Compensated. You then need to press the Compensated button. This brings up the Compensated input screen. It is important to remember that any PBI case can have multiple compensated sheets attached to it.



	~~ii) The Compensated screen shows you the client information and the lawyer handling the case. You can then enter information relevant to the case~~		[[File:PBI5.png]]
	~~iii) Enter Bill Date and the amount billed~~
	~~iv) Enter Pay Date and the amount paid~~
	~~v) Hours – Hours spent by the attorney for this bill on this case~~
	~~vi) Hourly Rate – The rate the attorney charges~~
	~~vii) OK Dollar and OK Hour – These are the maximums of the dollar compensation and time the compensated lawyer can spend on the case.~~
	~~viii) Enter a break-down on the amount billed that fits into attorney time, expenses, or value of time the attorney donated to your program without charge~~
	~~ix) A pop-up Calculator is available to deal with unusual figures~~
	~~x) The blue box shows a general overview of the money situation in the case, including~~
	~~(a) Total compensated slips entered~~
	~~(b) Total bills~~
	~~(c) Total amount paid~~
	~~(d) The account balance~~
	~~(e) Highest dollar and hour amounts approved~~
	~~(f) If you click on View Account Balance, it displays the sum of all the previous slips entered and any outstanding balances~~
	~~xi) After entering the information, press the Close button to return to the Client Intake.~~
	~~xii) When the Attorney sends you a bill for services, use the Client Search screen to find the case and go to Intake Page 3. Click on the Compensated button to enter a compensated slip.~~
	(a) A Compensated slip can be entered for each occurrence of a billing on the case, or for separate attorneys who worked on the case. This makes it possible to enter different attorneys on a single case. It allows the case to be transferred to another attorney while still tracking the payments to the first.
	(b) An alternate method to filling out multiple compensated slips is to pull up the original compensated slip using the search screen. This slip can then be edited with the billing amount and payment amount to the private attorney. This is probably not a good idea because it leaves a defective audit trail.

			:ii) The Compensated screen shows you the client information and the lawyer handling the case. You can then enter information relevant to the case
			:iii) Enter Bill Date and the amount billed
			:iv) Enter Pay Date and the amount paid
			:v) Hours – Hours spent by the attorney for this bill on this case
			:vi) Hourly Rate – The rate the attorney charges
			:vii) OK Dollar and OK Hour – These are the maximums of the dollar compensation and time the compensated lawyer can spend on the case.
			:viii) Enter a break-down on the amount billed that fits into attorney time, expenses, or value of time the attorney donated to your program without charge
			:ix) A pop-up Calculator is available to deal with unusual figures
			:x) The blue box shows a general overview of the money situation in the case, including
			::(a) Total compensated slips entered
			::(b) Total bills
			::(c) Total amount paid
			::(d) The account balance
			::(e) Highest dollar and hour amounts approved
			:(f) If you click on View Account Balance, it displays the sum of all the previous slips entered and any outstanding balances
			:xi) After entering the information, press the Close button to return to the Client Intake.
			:xii) When the Attorney sends you a bill for services, use the Client Search screen to find the case and go to Intake Page 3. Click on the Compensated button to enter a compensated slip.
			::(a) A Compensated slip can be entered for each occurrence of a billing on the case, or for separate attorneys who worked on the case. This makes it possible to enter different attorneys on a single case. It allows the case to be transferred to another attorney while still tracking the payments to the first.
			::(b) An alternate method to filling out multiple compensated slips is to pull up the original compensated slip using the search screen. This slip can then be edited with the billing amount and payment amount to the private attorney. This is probably not a good idea because it leaves a defective audit trail.

	==Case Notes==		==Case Notes==

Kempscas: /* Intake Page 3 */

2017-08-22T16:11:40Z

Intake Page 3

Show changes

← Older revision		Revision as of 17:02, 23 August 2017
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	==Contacts==		==Contacts==
	– Contacts are people who are associated with a case. These people might be social workers, witnesses, or opposing counsel. For example, you could track all the cases a bad social worker was involved in.		Contacts are people who are associated with a case. These people might be social workers, witnesses, or opposing counsel. For example, you could track all the cases a bad social worker was involved in.

			[[File:Contacts.png]]

	i) You can first find an existing contact in the system using the pull down		i) You can first find an existing contact in the system using the pull down

	ii) If it is a new contact, start entering the information		ii) If it is a new contact, start entering the information
	(a) Select a Contact Type		:(a) Select a Contact Type
	(b) Enter the name, address, and other personal information		:(b) Enter the name, address, and other personal information
	(c) Indicate if the contact lives with the client by checking Lives With		:(c) Indicate if the contact lives with the client by checking Lives With
	(d) Type in notes about the contact if needed		:(d) Type in notes about the contact if needed
	(e) This automatically associates them with a case. If you need to disassociate that contact, just click on Disassociate Contact button when you have the desired contact selected.		:(e) This automatically associates them with a case. If you need to disassociate that contact, just click on Disassociate Contact button when you have the desired contact selected.

	iii) You can add the Contact to the Conflict Table as a client (they came in with the client and are helping) or as an adverse party (they are a social worker who denied the client benefits).		iii) You can add the Contact to the Conflict Table as a client (they came in with the client and are helping) or as an adverse party (they are a social worker who denied the client benefits).

	iv) The contact’s unique number includes their type of contact as a prefix, for example SW-783 would be a Social Worker.		iv) The contact’s unique number includes their type of contact as a prefix, for example SW-783 would be a Social Worker.


	==Special Programs==		==Special Programs==

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	1) LSC requires grantee programs to track Outcomes (formerly called Benefits) for extended service cases. Some state IOLTA programs also require the tracking of these outcomes. A separate Outcomes tab gathers this information. See the Administrator’s Functions section under Setup Tables to see how to add to or modify your list of outcomes.		1) LSC requires grantee programs to track Outcomes (formerly called Benefits) for extended service cases. Some state IOLTA programs also require the tracking of these outcomes. A separate Outcomes tab gathers this information. See the Administrator’s Functions section under Setup Tables to see how to add to or modify your list of outcomes.

			[[File:Outcomes.png]]

	2) Not all of the fields have to be filled out. Some can be made invisible if you don’t need to track all this information.		2) Not all of the fields have to be filled out. Some can be made invisible if you don’t need to track all this information.

	3) You have the ability to track an unlimited number of outcomes on a case. As you fill out one outcome, a blank one appears below it.		3) You have the ability to track an unlimited number of outcomes on a case. As you fill out one outcome, a blank one appears below it.

	4) The Outcome pull down provides a list of benefits to track. Use the Find form to search for outcomes using the problem code or keyword. The Find button activates this form.		4) The Outcome pull down provides a list of benefits to track. Use the Find form to search for outcomes using the problem code or keyword. The Find button activates this form.

			[[File:Outcomes2.png]]

	5) Tracking financial benefits is done in five fields		5) Tracking financial benefits is done in five fields
	i) Lump sum – this measures a one time recovery, such as back welfare benefits.		:i) Lump sum – this measures a one time recovery, such as back welfare benefits.
	ii) Lump avoidance – this is the value of a one time avoidance – such as alledged liability for an auto accident		:ii) Lump avoidance – this is the value of a one time avoidance – such as alledged liability for an auto accident
	iii) Monthly Worth (months) – a monthy payment obtained for the client. An optional field tracks the number of months this will be received. An example would be an award of child support.		:iii) Monthly Worth (months) – a monthy payment obtained for the client. An optional field tracks the number of months this will be received. An example would be an award of child support.
	iv) Monthly Avoid (months) - a monthy avoidance obtained for the client. There is an optional field where an estimated number of months can be entered. An example would be avoiding child support by showing the client was not the parent. An optional number of months can be entered.		:iv) Monthly Avoid (months) - a monthy avoidance obtained for the client. There is an optional field where an estimated number of months can be entered. An example would be avoiding child support by showing the client was not the parent. An optional number of months can be entered.
	v) Value a Private attorney would have charged. Although not required, there are certain services that have value but don’t recover or avoid a dollar amount. Examples would be preparation of a Will, a Deed or an uncontested divorce. This field could use the average charged by the local bar for such a service.		:v) Value a Private attorney would have charged. Although not required, there are certain services that have value but don’t recover or avoid a dollar amount. Examples would be preparation of a Will, a Deed or an uncontested divorce. This field could use the average charged by the local bar for such a service.

	6) Other fields		6) Other fields
	i) Case Planning – there are several fields that can be used for case planning or made invisible. These fields are Planned, Attained, and Unplanned. They can set a goal and measure if it was achieved.		:i) Case Planning – there are several fields that can be used for case planning or made invisible. These fields are Planned, Attained, and Unplanned. They can set a goal and measure if it was achieved.
	ii) Date – Outcome was entered		:ii) Date – Outcome was entered
	iii) Staff - This staff number may mean a person who enters the benefit may be someone other than the advocate for the case.		:iii) Staff - This staff number may mean a person who enters the benefit may be someone other than the advocate for the case.
	iv) Adults and Children – It is possible that the number of family members affected by a particular benefit may vary. This allows the numbers to be adjusted.		:iv) Adults and Children – It is possible that the number of family members affected by a particular benefit may vary. This allows the numbers to be adjusted.
	v) Notes – This can explain the benefit or how it was calculated.		:v) Notes – This can explain the benefit or how it was calculated.
	vi) Client Input – A field that tracks whether the client agrees with the benefit received, etc.		:vi) Client Input – A field that tracks whether the client agrees with the benefit received, etc.

	7) Outcomes Search Screen can act as a mini report writer to give you a view of Outcomes for:		7) Outcomes Search Screen can act as a mini report writer to give you a view of Outcomes for:
	i) A specific range of outcomes		:i) A specific range of outcomes
	ii) Certain Offices		:ii) Certain Offices
	iii) Particular problem codes		:iii) Particular problem codes
	iv) A range of dates closed		:iv) A range of dates closed
	v) A particular funding code		:v) A particular funding code

			[[File:Outcomes3.png]]

	8) Reports exist for Outcomes and how to access and use them is explained in the Report Section		8) Reports exist for Outcomes and how to access and use them is explained in the Report Section


	==Family==		==Family==

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	==The Closure Tab==		==The Closure Tab==

			[[File:Closure.png]]

	1) Major – A case that takes a lot of time.		1) Major – A case that takes a lot of time.

	2) Group – You are representing a group of clients, e.g., several tenants for a housing problem		2) Group – You are representing a group of clients, e.g., several tenants for a housing problem

	3) Good Story – Check this box if this case is a good story. When it comes time to run reports for Board of Directors, Funders, or the community, this can give you a list of cases where you saved a client’s job, got a client medical care, or saved a family’s house. You can perform a search on all of your cases marked as a Good Story.		3) Good Story – Check this box if this case is a good story. When it comes time to run reports for Board of Directors, Funders, or the community, this can give you a list of cases where you saved a client’s job, got a client medical care, or saved a family’s house. You can perform a search on all of your cases marked as a Good Story.

	4) Impact – This case affects a lot of people. Most of the time, an impact case is a major one		4) Impact – This case affects a lot of people. Most of the time, an impact case is a major one

	5) Contested – Designates a case where there is an opposing party. For example, making a Will is usually not contested. An eviction case is usually contested.		5) Contested – Designates a case where there is an opposing party. For example, making a Will is usually not contested. An eviction case is usually contested.

	6) Class Action – This is a case where you represent a group of clients (the class) having the same problem after being certified by the court. This type of representation may not be allowed for LSC funded offices.		6) Class Action – This is a case where you represent a group of clients (the class) having the same problem after being certified by the court. This type of representation may not be allowed for LSC funded offices.

	7) Fee Generating – This case was a fee generating case		7) Fee Generating – This case was a fee generating case

	8) Needs Followup – you need to follow-up on this case or review it.		8) Needs Followup – you need to follow-up on this case or review it.

	9) Packet Given Out – You gave the client self-help packets. What packets you gave the client can be tracked under Referrals / Handouts described earlier.		9) Packet Given Out – You gave the client self-help packets. What packets you gave the client can be tracked under Referrals / Handouts described earlier.

	10) Unduplicated Service – Some funders require a count of unduplicated services rendered during a period. If a client comes into your office in a year with six problems, you might only be able to count one unduplicated client, e.g., Title III. Unduplicated service could also be used to track LSC unduplicated cases. This would tag a case for a client as one in which you don’t have another case in the same funding period with substantially the same fact situation.		10) Unduplicated Service – Some funders require a count of unduplicated services rendered during a period. If a client comes into your office in a year with six problems, you might only be able to count one unduplicated client, e.g., Title III. Unduplicated service could also be used to track LSC unduplicated cases. This would tag a case for a client as one in which you don’t have another case in the same funding period with substantially the same fact situation.

	11) Involved Domestic Violence – This case involves domestic violence even if it isn’t a Problem Code 37 Domestic Abuse Case.		11) Involved Domestic Violence – This case involves domestic violence even if it isn’t a Problem Code 37 Domestic Abuse Case.

	12) Reviewed and Ok’d for Closure – This case has been reviewed by a Managing Attorney so it can be closed.		12) Reviewed and Ok’d for Closure – This case has been reviewed by a Managing Attorney so it can be closed.

	13) Reason Closed and Date Closed – Once you decide to close this case, you must indicate the date you closed it and the reason it was closed (Negotiated Settlement, Counsel and Advice, etc.). Both of these are filled out to close a case. Clicking the Close Date button will auto fill in today’s date.		13) Reason Closed and Date Closed – Once you decide to close this case, you must indicate the date you closed it and the reason it was closed (Negotiated Settlement, Counsel and Advice, etc.). Both of these are filled out to close a case. Clicking the Close Date button will auto fill in today’s date.

	14) File Destroy Date – If your office destroys files periodically, you can use this field to designate when a file needs to be destroyed. A date here doesn’t automatically destroy the file, but acts as a reminder to destroy the computer and/or paper file. There is a report that gives you a list of cases so marked.		14) File Destroy Date – If your office destroys files periodically, you can use this field to designate when a file needs to be destroyed. A date here doesn’t automatically destroy the file, but acts as a reminder to destroy the computer and/or paper file. There is a report that gives you a list of cases so marked.

	15) Case Result – The outcome of the case, e.g., Lost, Won, etc.		15) Case Result – The outcome of the case, e.g., Lost, Won, etc.

	16) Proof of Rep – LSC requires that there be written proof of representation. This lets you designate where the written proof is.		16) Proof of Rep – LSC requires that there be written proof of representation. This lets you designate where the written proof is.

	17) CSR Reportable and Deselect – LSC stated you can no longer reject a client once they have been accepted; you have to DESELECT them. When a case is closed it should have either:		17) CSR Reportable and Deselect – LSC stated you can no longer reject a client once they have been accepted; you have to DESELECT them. When a case is closed it should have either:
	i) The box checked saying the case is CSR Reportable, OR		:i) The box checked saying the case is CSR Reportable, OR
	ii) A reason why the case was Deselected.		:ii) A reason why the case was Deselected.
	i) Total Hours – Every time you fill out a time slip on a case, this field automatically totals the hours for you. Because it is automatic, you can’t enter anything in the field.		:i) Total Hours – Every time you fill out a time slip on a case, this field automatically totals the hours for you. Because it is automatic, you can’t enter anything in the field.
	ii) Attorney Fees – If the lawsuit allows you to recover the Attorney Fees from the opposing party, enter that amount here.		:ii) Attorney Fees – If the lawsuit allows you to recover the Attorney Fees from the opposing party, enter that amount here.
	iii) Expenses – If expenses were incurred for this case, enter that amount here. Note: We have an optional Fees and Expenses add-on that tracks these fees and expenses. Contact us.		:iii) Expenses – If expenses were incurred for this case, enter that amount here. Note: We have an optional Fees and Expenses add-on that tracks these fees and expenses. Contact us.
	iv) Billable Time button – This generates a report of timeslips that were marked as “billable time”. This could be billable to a funder or for a reduced fee case.		:iv) Billable Time button – This generates a report of timeslips that were marked as “billable time”. This could be billable to a funder or for a reduced fee case.
	k)

	==Outcomes – Main Benefits==		==Outcomes – Main Benefits==