Settlement Tab
46 articles
- Record a Retainer Fee or Payment from a Client
- What is the Difference Between the Fee Logic Percentages 33 1/3% and 33.33%?
- Approve a Fee Change Request
- Make a Fee Change Request
- Track an Advance or Partial Payment to a Client
- Add Fees for a Non PI Case
- Accept a Settlement Offer
- Accept a Final Bill or Lien Reduction Amount
- Add a Third Party Demand
- Add UM/UIM Demand
- Add a Settlement Offer
- Add a Third Party Medpay Request
- Add a Client Medpay Request
- Track Fees for a Referred or Subbed Out Case
- Archive Inactive Demands
- Delete Items From the Client Trust
- Delete a Demand
- Edit a Medpay Reimbursement
- Delete a Medpay Check
- Delete a Medpay Request
- Delete a Settlement Offer
- Deposit a Medpay Check
- Deposit a Settlement Check
- Edit a Demand
- Edit Fee Logic on a Demand
- Edit a Settlement Offer
- Edit or Reduce Running Costs on a Case
- Edit MedPay Fees
- Edit COPP Charges on a Case
- Edit Property Damage Fee on a Case
- Update a Medical Bill or Lien Amount on the Settlement Tab
- Split Fees on a Case
- Unaccept a Medical Bill or Lien Amount
- Unarchive a Demand
- Use the Worksheet on the Settlement Tab.
- Update Status of Settlement Offer
- Issue a MedPay Reimbursement
- Stage COPP Charges for Disbursement
- Issue Payment for Running Costs
- Track Payments or Issued Checks on the Settlement Tab
- Issue Attorney Fees Reimbursement
- Stage a Property Damage Fee for Disbursement
- Issue a Client Check
- Client Trust Reimbursement
- Take Fees on a Settlement Check
- Take Medpay/PIP Fees