PBI Web Portal Case Management - Revision history

Jspenceratty at 14:43, 10 July 2018

2018-07-10T14:43:06Z

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	~~[[PBI Web Portal 16 Staff Interaction\|← Back to PBI Web Portal 16 Staff Interaction]]~~

	==How do I list a case on the PBI Web Portal?==		==How do I list a case on the PBI Web Portal?==

Jspenceratty at 00:45, 10 July 2018

2018-07-10T00:45:55Z

← Older revision		Revision as of 00:45, 10 July 2018
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			[[PBI Web Portal 16 Staff Interaction\|← Back to PBI Web Portal 16 Staff Interaction]]

	==How do I list a case on the PBI Web Portal?==		==How do I list a case on the PBI Web Portal?==

Jspenceratty: /* What happens with a PBI attorney closes a case? */

2018-07-10T00:43:22Z

What happens with a PBI attorney closes a case?

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	[[File:PBI16V2image104.png\|thumb\|none\|frame\|Figure 57 - PBI Website Note Type]]		[[File:PBI16V2image104.png\|thumb\|none\|frame\|Figure 57 - PBI Website Note Type]]

	==What happens ~~with~~ a PBI attorney closes a case?==		==What happens when a PBI attorney closes a case?==
	When an attorney closes a case using the Portal, staff will receive an email, as shown in Figure 58.		When an attorney closes a case using the Portal, staff will receive an email, as shown in Figure 58.
	[[File:PBI16V2image106.png\|thumb\|none\|frame\|Figure 58 - Email Notification of Case Closure]]		[[File:PBI16V2image106.png\|thumb\|none\|frame\|Figure 58 - Email Notification of Case Closure]]

Jspenceratty: /* What happens if an attorney uploads a document to a case? */

2018-07-10T00:43:10Z

What happens if an attorney uploads a document to a case?

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	==What happens ~~if an~~ attorney uploads a document to a case?==		==What happens when a PBI attorney uploads a document to a case?==

	If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown here [[Image:PBI16V2image096.png\|50px]]		If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown here [[Image:PBI16V2image096.png\|50px]]

Jspenceratty: /* Close A Case */

2018-07-10T00:42:48Z

Close A Case

← Older revision		Revision as of 00:42, 10 July 2018
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	[[File:PBI16V2image104.png\|thumb\|none\|frame\|Figure 57 - PBI Website Note Type]]		[[File:PBI16V2image104.png\|thumb\|none\|frame\|Figure 57 - PBI Website Note Type]]

	==~~==Close A Case==~~==		==What happens with a PBI attorney closes a case?==
	When an attorney closes a case using the Portal, staff will receive an email, as shown in Figure 58.		When an attorney closes a case using the Portal, staff will receive an email, as shown in Figure 58.
	[[File:PBI16V2image106.png\|thumb\|none\|frame\|Figure 58 - Email Notification of Case Closure]]		[[File:PBI16V2image106.png\|thumb\|none\|frame\|Figure 58 - Email Notification of Case Closure]]
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	The closing information noted by the attorney is entered into the case record, and the case’s date closed is entered with the day the attorney closed it.		The closing information noted by the attorney is entered into the case record, and the case’s date closed is entered with the day the attorney closed it.


	==What happens if an attorney uploads a document to a case?==		==What happens if an attorney uploads a document to a case?==

	If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown here [[Image:PBI16V2image096.png\|50px]]		If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown here [[Image:PBI16V2image096.png\|50px]]

Jspenceratty: /* Case Notes */

2018-07-10T00:42:30Z

Case Notes

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	You may use normal procedures in Prime (search screens) to review those, including reviewing them in the case, or searching for the entry.		You may use normal procedures in Prime (search screens) to review those, including reviewing them in the case, or searching for the entry.

	====~~Case Notes====~~		==What happens when a PBI attorney add a case note?==

	When an attorney enters a case note in a case, staff will receive an email notice of that, as shown in Figure 56. In newer versions of the PBI Portal, the email includes the case note that has been entered. The case notes for the client file will also display the newly entered case note. These notes will typically have the special "Web" staff number (default is 9999) and a type of "PBI Website Note".		When an attorney enters a case note in a case, staff will receive an email notice of that, as shown in Figure 56. In newer versions of the PBI Portal, the email includes the case note that has been entered. The case notes for the client file will also display the newly entered case note. These notes will typically have the special "Web" staff number (default is 9999) and a type of "PBI Website Note".

Jspenceratty: /* Time */

2018-07-10T00:42:09Z

Time

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	In the Document Information box, shown here [[Image:PBI16V2image094.png\|50px]], check the box next to “Available to PBI Attorneys on the PBI Website”. The document would now be available to the attorney on the website. Please note, the document must be saved in the SQL Server to be available to the attorney. Documents that only have their link stored in Prime are not capable of being downloaded from the Portal.		In the Document Information box, shown here [[Image:PBI16V2image094.png\|50px]], check the box next to “Available to PBI Attorneys on the PBI Website”. The document would now be available to the attorney on the website. Please note, the document must be saved in the SQL Server to be available to the attorney. Documents that only have their link stored in Prime are not capable of being downloaded from the Portal.

	====Time====		==What happens when a PBI attorney adds a PBI Time record or Compensated Slip to a case?==

	When an attorney adds either Compensated or PBI Time to a case, staff will receive an email much like that shown in Figure 54 (for Compensated Time) and Figure 55 (for PBI Time).		When an attorney adds either Compensated or PBI Time to a case, staff will receive an email much like that shown in Figure 54 (for Compensated Time) and Figure 55 (for PBI Time).
	[[File:PBI16V2image098.png\|thumb\|none\|frame\|Figure 54 - Email Notification of Compensated Time Entry]]		[[File:PBI16V2image098.png\|thumb\|none\|frame\|Figure 54 - Email Notification of Compensated Time Entry]]


	[[File:PBI16V2image100.png\|thumb\|none\|frame\|Figure 55 - Email Notification of PBI Time Entry]]		[[File:PBI16V2image100.png\|thumb\|none\|frame\|Figure 55 - Email Notification of PBI Time Entry]]

	You may use normal procedures in Prime to review those ~~time entries~~, including reviewing them in the case, or searching for the entry.		You may use normal procedures in Prime (search screens) to review those, including reviewing them in the case, or searching for the entry.

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

Jspenceratty: /* How do I enter a note the attorney can see when considering whether to take the case? */

2018-07-10T00:40:51Z

How do I enter a note the attorney can see when considering whether to take the case?

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	[[File:Staff - Place a Case on the PBI Website.mp4\|start=51\|end=1:36]]		[[File:Staff - Place a Case on the PBI Website.mp4\|start=51\|end=1:36]]

			==How do I add a case note that the PBI Attorney can see after he accepts a case?==

			If you want a PBI Attorney on a case to see a case note after they have accepted a case, open the client record, add a new case note to the case with a type of "PBI Website Note". Only a PBI attorney assigned to the case can see that note in the PBI Web Portal. (Please note, a case note with "PBI Website Note" is only seen once a case is assigned to a PBI attorney and can only be seen by the PBI attorney assigned to the case. This is not the short note that would be seen by an attorney when they are considering the case.)

			[[File:Place Case Note on Website.mp4]]

	==What information about the client is shown to the attorney considering a case?==		==What information about the client is shown to the attorney considering a case?==

Jspenceratty: /* Close A Case */

2018-07-10T00:39:36Z

Close A Case

← Older revision		Revision as of 00:39, 10 July 2018
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	The closing information noted by the attorney is entered into the case record, and the case’s date closed is entered with the day the attorney closed it.		The closing information noted by the attorney is entered into the case record, and the case’s date closed is entered with the day the attorney closed it.

			==What happens if an attorney uploads a document to a case?==

			If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown here [[Image:PBI16V2image096.png\|50px]]

Jspenceratty: /* Case Documents */

2018-07-10T00:38:51Z

Case Documents

← Older revision		Revision as of 00:38, 10 July 2018
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	If the attorney agrees to take the case, he would press the "Take the case" button and the case would be [[#What_happens_when_an_attorney_reviews_a_waiting_case_and_accepts_it.3F\|assigned]] to him.		If the attorney agrees to take the case, he would press the "Take the case" button and the case would be [[#What_happens_when_an_attorney_reviews_a_waiting_case_and_accepts_it.3F\|assigned]] to him.

	==~~==Case Documents==~~==		==How do I add a document to the case that the attorney can download and see?==
	If you wish to ~~place~~ a document ~~in document tracking in a case and also have it~~ displayed in the Portal for ~~that~~ case, simply right-click on the document in Document Tracking (page 2 of the Client record) and choose Properties, as shown ~~in Figure 51.~~		If you wish to have a document displayed in the Portal for a PBI case, simply add that document to document tracking in that case. Then right-click on the document in Document Tracking (page 2 of the Client record) and choose Properties, as shown here [[Image:PBI16V2image092.png\|50px]]
	[[~~File~~:PBI16V2image092.png\|~~thumb\|none\|frame\|Figure 51 - Right-click a Document in Document Tracking]]~~

	In the Document Information box, shown in Figure 52, check the box next to “Available to PBI Attorneys on the PBI Website”. The document would now be available to the attorney on the website. Please note, the document must be saved in the SQL Server to be available to the attorney. Documents that only have their link stored in Prime are not capable of being downloaded from the Portal.
	~~[[File:PBI16V2image094.png\|thumb\|none\|frame\|Figure 52 - Document Information Page]]~~

	~~If the attorney uploads a document to the case, an email is sent to staff notifying them of the new document, as shown in Figure 53.~~
	~~[[File:PBI16V2image096.png\|thumb\|none\|frame\|Figure 53 - Email Notification of a New Document~~]]

			In the Document Information box, shown here [[Image:PBI16V2image094.png\|50px]], check the box next to “Available to PBI Attorneys on the PBI Website”. The document would now be available to the attorney on the website. Please note, the document must be saved in the SQL Server to be available to the attorney. Documents that only have their link stored in Prime are not capable of being downloaded from the Portal.

	====Time====		====Time====