VIC - Total and Permanent Disability

This article will show you how to:

To create a new Total and Permanent Disability matter, follow the steps below. 

  1. Click New Matter from the Home Screen
  2. Select State: VIC
  3. Select Matter Category: Personal Injury
  4. Select Matter Type: Total and Permanent Disability
  5. Enter the Claimant and Superannuation Fund, including all relevant details
  6. Select the Insurer's Details to add the Claim Number and Policy Number
  7. Select 'Injury Details' to enter the Incident Occurred Date, Incident Details and Injury Details
  8. If the matter is proceeding in the Courts, you will need to add the Court Details layout to your matter from Matter Settings (cogwheel in top right)
  9. Enter the Doctor/s and then select the Doctor Details layout for each Doctor to add the Doctor Type and select whether they are the Nominated Treating Doctor or giving evidence
  10. Enter the MedicoLegal/s and then select the MedicoLegal Details layout for each MedicoLegal to add the MedicoLegal Type and select whether they are giving evidence
  11. To add Uncommon Contacts and Layouts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
    For Total and Permanent Disability (NSW), the available parties include Accountant, Barrister, Process Server, Previous Solicitor and Additional Contacts:

Change existing General matter to Total and Permanent Disability

Existing VIC General matters can be easily changed to Total and Permanent Disability as follows:

  1. Open your existing General matter (used for Total and Permanent Disability)
  2. Open Matter Type
  3. Select change...
  4. Select new Matter Type as Personal Injury > Total and Permanent Disability
  5. Select OK:
  6. Enter Reason For Change
  7. Select OK:
  8. Your matter will now appear as 'Total and Permanent Disability', with the party roles and layouts that are available in the Total and Permanent Disability matter
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