Record Attorney Communication

During the management of an open case, there are many times agencies exchange communications with the attorney(s) associated.

You can record the type of communication, worker/attorney participants, narrative details and communication status. The communication can only be deleted as long as it is in draft status.

To record attorney communication, complete the following steps:

1. From Case overview screen; in the navigation bar on the left, click Attorney Communication link. The Attorney Communication Filter Criteria screen appears.

2. Click Add Communication button. The Attorney Communication Association screen appears.

3. Select Communication Type from the drop down. Enter Communication Date. The start time and end time are not required. If times of day are entered, please make sure to select am or pm.

4. In the Attorney Association Communication table. Select the Associate Parties to Communication link. The Associate Parties to Communication screen appears

5. 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.

6. In the Case Members table, select the box next to the case members with whom the communication involved.

7. In the Case Associated Person table, select the box next to the person with whom the communication is associated.

8. Click OK. You are returned to the Communication Association screen.

9. In the Narrative Details table, enter the subject title and narrative.

10. In the Status field, select draft or completed.

11. Click Save. You are returned to the Attorney Communication Filter Criteria screen. Your record appears in the Attorney Communication table.