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Are Medpay Fees Tracked on the Attorney Dashboard?
Are Medpay Fees Tracked on the Attorney Dashboard?
Updated over a week ago

Every dashboard is unique to the logged-in user. No two users' dashboards are ever exactly alike even when users are assigned to the same cases.

Any Medpay fees taken on the Settlement Tab will be reflected under the Deposits In and Fees In boxes on the Attorney Dashboard. The attorney will need to be assigned in the Lead Attorney worker role in order for deposits and fees to update correctly. The Deposits In and Fees In totals reflect the last 30 days of settlement deposits and fees.

To see alternate timeframes utilize the Demand, Settlement, and Fees In Reports.

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