Add and Manage Legal Reps

This article will help you manage the Legal Reps library, which contains information for each Legal Representative you work with. This library populates the Legal Representative company drop-down list in patient case, allowing a Legal Representative to be selected for a patient case rather than having to enter it manually.

The Legal Reps library is located in Administration Setup. You must have appropriate permissions to access this library.

To perform the following procedures, log in to Administration Setup and double-click the Legal Reps icon.

Add a Legal Rep

1. Click [Add Legal Representative] on the toolbar.
2. Enter the name of the legal representative company in the Legal Rep Co field.
3. Identify the main contact for the legal representative company by completing the fields in the Main Contact/Payee Name section.
4. Enter address and phone information for the legal representative company by completing the fields of the Phone Numbers and Street Address sections.
5. Click Save and Close.

Edit a Legal Rep

1. Locate and double-click the Legal Rep.
2. Make changes to the information, then click Save and Close.

Delete a Legal Rep

1. Locate and select a Legal Rep.
2. Click [Delete Legal Representative] on the toolbar.
3. Click Yes when prompted.

Deactivate or Reactivate a Legal Rep

1. Locate and double-click the Legal Rep.
2. Change the Status to Active or Inactive.
3. Click Save and Close.