A1 - Insurance Adjusters - Adding and Updating Questions

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LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

A1 - Insurance Adjusters - Adding and Updating Questions

#1

Post by LMSSC » Wed Nov 11, 2015 10:49 am

Dear Mike,

1. What is the best way to add and update insurance adjusters to the system?

2. The best way to pull insurance adjusters into letters?

Thanks!

Sincerely,
Michael Lerner
Lerner, Moore, Silva, Cunningham & Rubel
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

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Admin1
Site Admin
Posts: 222
Joined: Tue Jun 06, 2017 12:03 pm

Re: A1 - Insurance Adjusters - Adding and Updating Questions

#2

Post by Admin1 » Tue Nov 24, 2015 6:24 pm

Hi Michael - Here are my answers to your questions in your post:

1. You would add them in the rolodex. I'm not sure what you mean by update adjusters.

2. Probably using the Getparty command.

ie:

>

LMSSC
Posts: 408
Joined: Sun Jun 04, 2006 5:46 pm

Re: A1 - Insurance Adjusters - Adding and Updating Questions

#3

Post by LMSSC » Mon Nov 30, 2015 6:25 pm

Dear Mike,

The problem is that the adjusters can change quickly (monthly sometimes) on a particular case. Plus the staff would like to be able to change it quickly and have ready access to it on the front of the client card. Best way to handle this?

1. Would it be better to have a single card type that represents both Insurance companies and Adjusters? Or should they be two separate cards? (Have an Adjuster card and attach the Insurance Business card?)

2. Make notes in the Quick Notes area with the: adjuster name, number + extension, and date it was changed?

3. Other possibilities?

Thanks again!

Sincerely,
Michael Lerner
Lerner, Moore, Silva, Cunningham & Rubel
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131

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