When you record, or add an attorney communication to a case record you are required to associate parties to the communication. The list of parties include workers on the case, attorneys and family members. You are also provided the option to indicate not only who is included in the communication, but who authorized the communication. You can also do a person search to associate individuals who aren't listed.
Navigate to the Attorney Communication Search Criteria screen. (See Record Attorney Communication)
In the Attorney Association Communication table. Select the Associate Parties to Communication link. The Associate Parties to Communication screen appears
In the Worker/Attorney table; there are two columns to the right of the worker or attorney associated with the case. Select the box associated with who Participated and who Authorized the communication. If the name does not appear, do a person search.
In the Case Members table, select the box next to the case members with whom the communication involved.
In the Case Associated Person table, select the box next to the person with whom the communication is associated.
Click OK. You are returned to the Communication Association screen.