We have developed a management and billing system for a practicing
worker's compensation attorney. The attorney and staff are saving
8-20 hours per week by using this application. Please
Email a reply to compupk1.@airmail.net or fill in the form at
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to read about the comp application.
The Worker's Compensation Attorney Practice application of the Attorney Client Information Management System is used for managing the client biographical data, compensation agency data, insurance carriers data, doctors data, employers data, and billing and payments data. The persons working each case records the status events and the time and rate for each status or billing entry. The system tracks and reports on billings and payments.
The system is simple to use and can be learned in a short period of time using the hands-on technique. A push button is available for each of the functions.
This system was developed in conjunction with a practicing attorney. It is intended for the novice computer user and the keep it simple approach was utilized in the development of the applications. The documentation was developed utilizing the same approach. It is as brief as possible yet contains the information necessary to use the system. The manual is not like some other manuals that use filler just to make a many page, thick document. An attempt has been made to make all information in the manual simple but complete enough for ease of learning.
Push Button Approach
The application's user interface is based on what is known
as a "push button" forms driven approach. The user selects
a function from a form (display) by placing the mouse arrow on
a form button . Pressing the left mouse button selects the form
button. For example, the user may want to enter some client data.
There is a "DATA" button on the main menu. The user
pushes the "DATA" button. A choice form appears. The
user pushes the "CLIENT" button. The client data form
appears and the user enters, edits or views the client data. Fields
such as client name, client address, insurance carrier, and adjuster
name are on the form.
The reports feature is used for both viewing and printing reports. Reports can be displayed on the monitor in "View" mode, which has a slightly different format than the printed report. Before printing a report, the report's printed format can be previewed. Any report, or for that matter, any monitor display can be printed by clicking on the "File" choice on the menu bar at the top of the screen and clicking on "Print".
The report group is chosen from a report master push button menu. The groups are Billings/Payments, Clients Options, Calendared Clients, Adjusters Clients, Doctor Clients, and Carriers Clients.
Billings/Payments: Both billings and payments reports are available. Some choices are fee requests billed to the state compensation agency and reports on the approved amount billed to the insurance carriers. Reports are utilized for aging and cash flow analysis.
There are different report categories such as billings with approvals and billings submitted that are not yet approved (open agency billings with aging). Most reports can be for all the clients or for individual clients. Time periods such as history, year to date, or month to date can be selected for some reports.
Clients: The application has several client data report choices. The client biographical data can be viewed or printed. The status memo can be viewed or printed. The entire client record, including both biographical data and status, can be viewed in the "DATA" mode.
Client indemnity benefits code matching is a report option. A benefit code of 0 to 4 is chosen and all clients for that code are displayed. The user pushes the code button and the matching client list is displayed.
There are 2 choices for Impairment ratings reports available. The 2 choices are: all clients who have a rating of less than 15, and all clients who have a rating greater than or equal to 15. The user pushes the choice button and the matching client list is displayed.
Calendared Dates: This report is a simplified client work schedule report. The user has entered a calendared (scheduled for work) date in the client record. The calendared date report button is pushed and the user is prompted for the beginning date of the reporting range and for the ending date. The dates can be for a week, a month, or any desired range. The list of clients scheduled to be worked in that range is displayed.
Adjusters/Clients: An adjuster is assigned by the carrier to be responsible for one or more clients. The adjusters/clients report shows the list of clients for the adjuster. The user chooses either all adjusters with a client list, or one adjuster with a client list. The list of adjusters is dynamically constructed at the time of the query. It is therefore not necessary for the user to build an adjuster table (file). Adjuster names are entered into the client data record and the system dynamically builds the adjuster list at report time.
Doctors/Clients: This function lets the user display the clients that each doctor treats. The doctor biographical data is entered into the doctor table and the same doctor can be either a treating doctor, a designated doctor, or an MEO doctor, depending on the client. The type for the doctor for each client is in each client's data record.
The type of doctor is selected by pushing the doctor selection button on the doctor choice form, either the treating, designated, or MEO doctor button. The type of doctor is chosen and the doctor name is selected from the doctor list. The list of clients for the doctor is shown.
Carriers/Clients: The carriers/clients reporting function lets the user see the clients serviced by a particular insurance carrier. A carrier is selected and the client list is shown.
The tables (files) need periodic scrubbing, i.e., records
need to be changed, deleted, and added. The maintenance forms
are used for these purposes. A periodic viewing of the records
aids the user in maintaining clean tables. In the course of everyday
work blank records are entered into the tables. When reports are
displayed and printed these blank records appear. Periodic scrubbing
of the tables deletes these blank records.
The application can be customized for each practice. We are
also gathering data regarding customization interest. Fill
in the form and submit if you would like more information. Double
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