This article will show you how to:
- Create a new Total and Permanent Disability matter type
- Enter the Injury Details
- Enter the Court Details (if applicable)
- Enter the Doctor Details
- Enter the MedicoLegal Details
- Change existing General matters to Public Liability
To create a new Total and Permanent Disability matter, follow the steps below.
- Click New Matter from the Home Screen
- Select State: QLD
- Select Matter Category: Personal Injury
- Select Matter Type: Total and Permanent Disability
- Enter the Claimant and Superannuation Fund, including all relevant details
- Select the Insurer's Details to add the Claim Number and Policy Number
- Select 'Injury Details' to enter the Incident Occurred Date, Incident Details and Injury Details
- 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)
- 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
- 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
- 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 (QLD), the available parties include Accountant, Barrister, Process Server, Previous Solicitor and Additional Contacts:
Change existing General matter to Total and Permanent Disability
Existing QLD General matters can be easily changed to Total and Permanent Disability as follows:
- Open your existing General matter (used for Total and Permanent Disability)
- Open Matter Type
- Select change...
- Select new Matter Type as Personal Injury > Total and Permanent Disability
- Select OK:
- Enter Reason For Change
- Select OK:
- 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