This article walks through the best practices for managing contacts in the Illinois Workers’ Compensation Matter Type.
Insurers and Adjusters
We recommend entering in Insurance companies just as the company without contacts. There is a separate contact card we have for the Adjuster. We recommend entering Adjusters as people with the Insurance Company they work for in the care of line of the address.
Petitioner Details
In addition to tracking the Petitioner, Smokeball's Illinois Workers Compensation matter type can track additional petitioner details. Smokeball can also auto-fill the Age and Marital Status on Petitioner Details.
To auto-fill this information, enter the Birth Date and Marital Status on the advanced view of a contact.
Petitioner Health Insurance Details
If the Petitioner has more than one type of insurance, right click on Health Insurer Details to add another. You will be able to enter the Insurance Type, Insurer, Adjuster, Group Numbers, CMS Liability ID No. (for Medicaid/Medicare), and Plans separately for each Insurer.
Respondent Details and Insurance Details
Respondent's attorney and insurance details including adjusters are located under Respondent. We recommend here as well that you enter Insurance companies just as the company without contacts and enter in Adjusters as people with the Insurance Company they work for in the care of line of the address.
Additional Contacts
While Smokeball has set what default contact will be displayed, you can edit them for each matter. You can even set default options using Matter Templates. Select the gear in the upper right of the matter to access options where you can add or remove additional contacts.