Claims

Claims

Add a defense attorney to a claim

In BriteCore, you can add an attorney in both the Contacts and Claims modules. To add an attorney in the Contacts module, see Add an attorney. To add an attorney to a claim, you must add the attorney in the Claims module. To add a defense attorney, open the desired claim and:

    1. Select Contacts from the claim menu.
    2. Navigate to the Defendant Attorney section.
    3. In the Defendant Attorney Name box, type the name of the attorney.
    4. If the name you type matches the name of an existing attorney in BriteCore, a list of possible matching attorneys will appear below the Name box. Select the correct name.
      1. If the name you type matches the name of an existing BriteCore contact, after you’ve typed the name and pressed Enter/Return on your keyboard a Did You Know? dialog box will open with a list of possible matching contacts. Select the correct name from the dialog box. If you can’t find a matching name, select Create New Contact. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.
    5. If the name you type doesn’t match a name that exists in BriteCore, when you press Enter/Return after typing the name, the New Contact dialog box will open. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.

Usage consideration

To view additional contact information about the attorney, select the blue person icon. When you select or add an attorney’s name, BriteCore displays the attorney name and contact information in the Defendant Attorney section.