How to add your own description when a case doesn't fit an available case type.
If the case type you need isn't listed, select Other and use the text field that appears to describe it. For example, a case can display as Other - Hospital Billing Dispute. The description you enter shows in the case index and in the Case Type column on reports.
NOTE: The text field is optional. The case type is saved as Other if you leave it blank.
Add a description when creating a new case
Add a new case.
Select Other from the Case Type drop-down menu.
A new text field will appear. Enter a short description of the case type (up to 100 characters).
Complete the remaining case details and click Save.
The case type will display as Other - [your description].
Add or update a description on an existing case
Navigate to the case.
Click 'i' on the keyboard or the green arrow at the top right of the case status and select Edit Case Index.
A pop-up window will appear.
Select Other from the case type drop-down menu, or keep it selected if the case is already an Other case.
Enter or edit the description in the text field that appears.
Click Save.
NOTE: The Case Index can also be edited from the Report and Management screens.
Where the description appears
In the case index at the top of the case, such as Other - Hospital Billing Dispute.
In the Case Type column on each report that tracks case type.
In the automatic note on the Notes Tab when the case type is changed, such as "Updated case type from Auto Accident to Other - Hospital Billing Dispute."
Things to know
The description is limited to 100 characters.
The description is for labeling and reporting only. It does not create a new case type.
The statute of limitations does not change. Cases use the default statute for the Other case type in the case's state. If a different statute applies, enter a custom statute on the case.
Features that depend on case type, such as custom intake forms and default document folder structures, continue to work for Other cases.