NSW - 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: NSW
  3. Select Matter Category: Personal Injury
  4. Select Matter Type: Total and Permanent Disability
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  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
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  7. Select 'Injury Details' to enter the Incident Occurred Date, Incident Details and Injury Details
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  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)
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  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
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  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
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  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:
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Change existing General matter to Total and Permanent Disability

Existing NSW 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...
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  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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