The Involvement Tab provides a 360-degree view showing all cases and intakes where a contact is associated. Use the Involvement Tab when negotiating medical bills to find all cases that involve a particular provider or when working with an insurance adjuster who is involved in multiple cases. You can also use this tab to check if the contact has been involved in any other cases with your firm before you take them on as a new client. The Involvement Tab can be used as a replacement for List Provider Usage, providing more capabilities.
NOTE: You must have at least Enabled permissions to Provider > Involvement Tab.
To access the Involvement Tab:
Navigate to a desired Contact.
Select the Involvement Tab.
A grid will display showing the Cases and Intakes where the active contact is involved. If a contact is involved in multiple areas, each unique entry will be listed.
Search & Filter Involvement
Use the Search field to locate involvement by Case Name [when Case is selected] or Party Name [when Intakes is selected].
When Cases is selected above the grid, use the Filters button to access filtering by Staff, Involvement, Class Codes, Case Type, Case Status, Open Date Range, and Alt Case #.
When Intakes is selected above the grid, use the Filters button to access filtering by Primary Staff, Involvement, Stage/Status, Archived Status, Intake Date Range, DOI Date Range, and Case Type.
Cases Grid
The Cases grid displays the following default columns: Case Involvement, Case Name, Status, Case Type, DOI, Case Number (sorted descending by default), and Alt 1 Case Number. Eleven additional columns can be added to the grid.
All columns are sortable, removable, and can be autofitted in the grid. Your column selections will be saved.
Single-click an involvement row to access the Case side preview pane.
Double-click an involvement row to open the Case where the contact is associated. NOTE: If your Staff Profile has Case Type Exceptions or Case Specifics Exceptions that coincide with the selected contact, the Case will not open.
Intakes Grid
The Intakes grid displays the following default columns: Involvement, Party Name, Status, Case Type, DOI, and Intake # (sorted descending by default). Eleven additional columns can be added to the grid.
All columns are sortable, removable, and can be autofitted in the grid. Your column selections will be saved.
Single-click an involvement row to access the Intake side preview pane.
Double-click an involvement row to open the Intake where the contact is associated. NOTE: If your Staff Profile has Case Type Exceptions or Case Specifics Exceptions that coincide with the selected contact, the Intake will not open.