Web:Lawyers - Revision history

Jspenceratty: /* Address Information */

2020-08-12T18:29:26Z

Address Information

← Older revision		Revision as of 18:29, 12 August 2020
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	##Send Email		##Send Email
	#User		#User
	#Law Firm		#Law Firm -- select from law firms entered
	#SSN		#SSN
	#Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel		#Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel

Jspenceratty: /* Context menu */

2020-08-12T18:27:31Z

Context menu

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 The context menu has additional items available that relate to the entry, including:
-# Activities
+# Associated Records
-##Time -- add time
+##Contacts -- allows you to keep track of contacts with the lawyer, including calls, acceptance or refusal of cases, and other contact you may have with them
-##View Time -- view associated case time entries
+##Counties -- note the counties the lawyer will accept cases in; this helps when assigning cases in various counties
-##Case Notes -- add or view case notes (including notes from time entries and other locations)
+##Subjects -- note the subjects (the problem type of cases) the lawyer will accept; this helps when assigning cases of various types
 ===Save/Stay and Save/Close===

Jspenceratty: /* Relationship to Other Records */

2020-08-12T18:25:13Z

Relationship to Other Records

← Older revision		Revision as of 18:25, 12 August 2020
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	==Relationship to Other Records==		==Relationship to Other Records==

	~~Using selections~~ in ~~the Content Menu, you can create associated~~ records, including ~~Callback, Eligibility, Conflict, Internal Messages~~, Time, ~~Calendar, Difficult Person, and~~ Other Services~~. In many instances where the associated record has the same information (e.g., name, telephone number)~~, ~~that information is automatically transferred to the new record~~.		Lawyer records may be used in relation to various other records, including (but not limited to) Client PBI Assignment, PBI Time records, Other Services, etc.

Jspenceratty: /* Save/Stay and Save/Close */

2020-08-12T18:24:09Z

Save/Stay and Save/Close

← Older revision		Revision as of 18:24, 12 August 2020
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	The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).		The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

			The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.

	The Save/Close button will save the record and then close to the Main Menu/Home Screen.		The Save/Close button will save the record and then close to the Main Menu/Home Screen.

Jspenceratty: /* Program Information */

2020-08-12T18:23:19Z

Program Information

← Older revision		Revision as of 18:23, 12 August 2020
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	[[File:Screen Shot 2020-08-12 at 1.18.51 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 1.18.51 PM.png\|200px]]

	===~~Program Information~~===		===PBI Website Settings===

	The sixth section holds ~~program information~~. This section contains the following items:		The sixth section holds PBI Website Settings. These settings are used by the lawyer when interacting with the PBI Web Portal. This section contains the following items:

	#~~Special Program Code 1, 2, 3~~		#Username -- username to be used by the lawyer when logging in to the PBI Web Portal
	#~~Last Activity~~		#Password Question and Password Answer -- for use when resetting their password on the Portal
	#Last ~~Note~~		#Password -- the password to be used by the lawyer when logging in to the PBI Web Portal
	#~~Last Time Entry~~		#Last Activity Date -- the last date the lawyer changed information on the portal
	#Last ~~Calendar Entry~~ Date		#Is Approved -- whether approved to use the Portal; remove the checkmark to prevent their logging in
	#~~Master Case~~		#Last Password Changed Date -- the date the password was last changed by the lawyer on the Portal
			#Is Locked Out -- marked by the Portal when they've attempted (unsuccessfully) to log on to the Portal too many times
	~~[[File:Screen Recording 2020~~-08-~~11 at 1.05.54 PM.mov]]~~		#Application Name -- name used by the Portal
			#Operator Stamp and Date Time Stamp -- fields used by the system to indicate whether someone is actively editing the lawyer record

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Assignment */

2020-08-12T18:19:11Z

Assignment

← Older revision		Revision as of 18:19, 12 August 2020
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	[[File:Screen Shot 2020-08-12 at 1.16.53 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 1.16.53 PM.png\|200px]]

	===~~Assignment~~===		===Notes===

	The fifth section holds ~~assignment information~~. ~~This section contains the following items:~~		The fifth section holds notes.

	~~#LSC Eligible -- whether~~ the ~~Lawyers situation and case are LSC Eligible~~		Press the "Date Notes" button to add the date and staff number, then click in the note box to enter notes.
	~~#Priority/Emergency -- whether there is a priority or emergency in this case~~
	~~#Referred By -- what agency referred the client~~
	~~#Know about -- how the client came~~ to ~~know about your services~~
	~~#Office -- which office is assigned to handle this case~~
	~~#Unit -- which unit (if any) is assigned to handle this case~~
	~~#Clinic -- what clinic handles this case~~
	~~#Advocate --~~ the ~~primary~~ staff ~~person responsible for this case~~
	~~#Cocounsel -- a secondary staff person responsible for this case~~
	~~#Intake Worker --~~ the ~~person who gathered information on this client and case~~
	~~#Funds -- the funds used to provide services~~
	~~#Per cent -- the percentage used in this case~~
	~~#Funds 2 -- a second fund used~~ to ~~provide services~~
	~~#Per cent 2 -- the percentage used in this case of the second fund~~

	[[File:Screen ~~Recording~~ 2020-08-11 at 1.02.36 PM.~~mov~~]]		Use the Lawyers Canned Notes dropdown to select a canned note to enter.

			[[File:Screen Shot 2020-08-12 at 1.18.51 PM.png\|200px]]

	===Program Information===		===Program Information===

Jspenceratty: /* Demographics */

2020-08-12T18:17:17Z

Demographics

← Older revision		Revision as of 18:17, 12 August 2020
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	[[File:Screen Shot 2020-08-12 at 12.48.07 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 12.48.07 PM.png\|200px]]

	===~~Demographics~~===		===Training===

	The fourth section holds ~~demographic~~ information ~~about the applicant~~. This section contains the following items:		The fourth section holds training and meeting information. This section contains the following items:

	# ~~Social Security Number~~		# Training Info
	~~# Birthdate~~		#Special Needs
	#~~Age~~		#Client Complaints -- notation of whether the lawyer has had complaints
	#~~Current Age~~ -- ~~this is figured by~~ the ~~system automatically after saving~~		#About -- text regarding what the complaints were
	~~#Gender~~		#Number of refusals and Dates
	~~#Race~~		#Date Left Panel
	#~~Race 2~~ -- ~~a second race category~~		#How to have clients contact them
	#~~Hispanic~~		#Where they will meet clients
	#~~Citizenship Verified~~		#Where they will meet opposing parties
	#~~Status -- Citizenship status~~		#What types of cases they will handle
	#~~Language~~		#What they will speak on
	#~~Speak English -- how well~~ they ~~speak English~~		#What Panels they are on
	~~#Interpreter -- whether an interpreter is necessary~~		#What they consult on
	~~#Marital Status~~		#Miscellaneous entries for tracking
	#~~Number~~ of ~~Adults~~
	#~~Number Children~~
	#~~People helped in this case -- defaults to Adults + Children~~
	#~~Veteran in Household~~
	~~#Veteran -- which branch is represented~~
	~~#Disabled~~
	~~#Income Source~~
	#~~Total Monthly Income~~

	~~[[File:Screen Recording 2020-08-11 at 12.36.02 PM.mov]]~~

			[[File:Screen Shot 2020-08-12 at 1.16.53 PM.png\|200px]]

	===Assignment===		===Assignment===

Jspenceratty: /* Case Problem */

2020-08-12T17:48:34Z

Case Problem

← Older revision		Revision as of 17:48, 12 August 2020
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	[[File:Screen Shot 2020-08-12 at 12.35.50 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 12.35.50 PM.png\|200px]]

	===~~Case Problem~~===		===Cases===
			The third section holds information about the cases to which the lawyer has been assigned. You can click on a case number to see the case.

	~~The third section holds information about the legal problem in the case. This section contains the following items:~~		[[File:Screen Shot 2020-08-12 at 12.48.07 PM.png\|200px]]

	~~#Problem Code~~
	~~#Special Problem Code -- breakdown of the main problem code~~
	~~#National Index Code -- LSC indicated problem code~~

	[[File:Screen ~~Recording~~ 2020-08-11 at 12.30.34 PM.~~mov~~]]

	===Demographics===		===Demographics===

Jspenceratty: /* Client Information */

2020-08-12T17:39:03Z

Client Information

← Older revision		Revision as of 17:39, 12 August 2020
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	[[File:Screen Shot 2020-08-12 at 12.31.29 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 12.31.29 PM.png\|200px]]

	===~~Client~~ Information===		===Address Information===

	The second section holds information about the ~~client~~. This section contains the following items:		The second section holds information about the attorney. This section contains the following items:

	# ~~Non~~-~~adverse Spouse Name~~		#Firm -- the name of the lawyer's firm
	# Address ~~and whether it can be considered safe~~		#Salutation -- a salutation to use
	# ~~Zip Code (pressing the City/State button will enter~~ the ~~City, State, and County based on~~ the ~~zip code)~~		#Title
	~~# Living Arrangements~~		#Address
			#Gender
			#Position -- the position held by the person
	#City		#City
	#State		#State
			#Zip code
	#County		#County
	#~~Legal Issue County~~		#Phone
	#~~Phone and~~ whether ~~safe~~		#Fax
	#~~Work~~ Number ~~and whether safe~~		#Email
	#~~Cell Number and whether safe and okay~~ to ~~text~~		##Send Email
	#~~Phone comments~~		#User
	#~~Notation for no phone~~		#Law Firm
	#~~Safe Email Address~~		#SSN
	#~~Internet Access~~		#Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel
			#Second Language
			#Available After -- a date after which the lawyer will again be available to the organization
			#Date on Bar -- date they were admitted to the bar
			#Date on Panel -- date they were added to your panel
			#How Recruited
			#Bar Number
			#Normal Hourly Fee
			#Cases Owed -- how many cases they have promised to provide
			#Primary Office -- the office primarily responsible for this lawyer
			#Automatically Generated Entries
			##Last Activity -- last time entry or case assignment
			##Last Case -- date last case was assigned
			##Cases -- cases assigned
			#Cases in last 12 months -- cases assigned in last 12 months
			#Ongoing Case -- notation of whether there is currently an ongoing case
			#Hours -- hours entered for lawyer

	[[File:Screen ~~Recording~~ 2020-08-11 at 12.25.57 PM.~~mov~~]]		[[File:Screen Shot 2020-08-12 at 12.35.50 PM.png\|200px]]

	===Case Problem===		===Case Problem===

Jspenceratty: /* Heading */

2020-08-12T17:31:52Z

Heading

← Older revision		Revision as of 17:31, 12 August 2020
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	The first section holds:		The first section holds:

	#~~Date Open~~		#Atnum -- the Attorney Number
	~~#Case~~ Number		#On Panel -- noting whether the attorney is active on the panel; removing the checkmark may remove the attorney from some dropdown lists as they would no longer be on panel
	#~~Critical Date~~		#Volunteer Panel -- noting whether the attorney is on the volunteer panel
	~~#Reason for Critical Date Entry (R)~~		#Referral Panel -- noting whether the attorney is on the referral panel
	~~#Intake Type~~		#First/Mid/Last/Ext -- attorney name
	~~#Case Type~~ -- ~~various selections~~ may ~~show additional fields:~~
	#~~#Rejected~~ -- ~~Reason Rejected~~
	#~~#PBI~~ -- ~~Volunteer Lawyer Assignment~~
	#~~Title~~
	~~#Client Name~~

	[[File:Screen ~~Recording~~ 2020-08-11 at 12.20.50 PM.~~mov~~]]		[[File:Screen Shot 2020-08-12 at 12.31.29 PM.png\|200px]]

	===Client Information===		===Client Information===