Add details of Solicitors to whom you may be raising accounts.
If raising accounts to Solicitors for a Client (referred to as Medico-Legal Billing), in Client Insurance you need to follow these steps:
- select 'Add' on the sidebar
- select the Medico-Legal
- enter the details
If the Solicitor is not in the list to select, click on [...] to go to Contact Management - Solicitors and add the Solicitors details.
To Add a Solicitor
Steps
- Select Contact Management - Solicitors
- Select 'Add' or press [ALT+A] to add a Solicitor
- Highlight a line to edit in the fields above
- Select 'Delete' to delete a Solicitor noting that if they have been referenced in DCM, you cannot delete