Calculated Fields

File:Addendum 39 Calculated Fields.docx

A nice feature in Prime that doesn’t require the user to do anything is calculated fields. These are fields in the system that automatically go out and calculate and display needed values. They can be looked at, used in reports and are always current.

In some instances other fields have to be filled out for these fields to work correctly. For example, in order to have the correct Current Age for the client it is necessary that the birth date is entered and that the system clock on the computer is set to the right date and time.

a) Clients

1) Hours on Case

2) Current Age as of Today

3) Date of Most Recent Action on Case

4) Date Last Time a Note was Entered

5) Date Last Time a Calendar was Entered

6) Date Last Time a Time Record was Entered

b) Lawyers

1) How many cases have been taken

2) How many cases have been taken in the last 12 months

3) How much total time has been spent on cases

4) Date of last activity

5) Does the Lawyer have an Ongoing Case

6) What is the Date of the Lawyer’s Last Case

c) Law Firms

1) Cases Taken by Lawyers in the Firm

2) Cases Taken by Lawyers in the Firm in the last 12 months

d) Eligibility

1) Total Income

2) Total Assets

3) Total Expenses

e) Callback

1) The number of calls to and from the applicant