Completing the Parties Involved Section

The Parties Involved section collects information about the parties related to the claim in question. Defendant and Co-Defendant parties appear in the Defendants List field in the Case Summary section, while the party with the Affected box checked, usually a claimant, appears in the Party Affected field. You also determine if the parties entered can be used in the transaction and insurance sections.

Prerequisites: You must have the 'Physician LookupClosedA field that is used to locate records in the RL6 database, such as a location, patient name or a valid entry for the field. A lookup field is typically identified with a magnifying glass icon.', 'Legal Counsel Lookup', and/or 'Expert Lookup' functions enabled for your role, depending on the Person Type selected from the dropdown.

To complete the parties involved section:

  1. Open a file.
  2. Scroll to the Parties Involved section (or use the Contents widget) and click the Add link. The Party Involved dialog opens.
  3. If desired, check one or both of the Show party in boxes to make the party available as a filter in the respective grids and:
    1. Insurance (Completing the Insurance Section) – to allow insurance to be assigned to the party and transactions to be split between the assigned policies.
    2. Transaction (Completing the Transactions Section) – to enable transaction splitting for the party.
  4. At a minimum, complete the required fields. Based on your selections, additional fields may appear:
  5. Check the Affected box if this is the party who was the recipient of the actions that led to the claim.
  6. Note: There may only be one Affected party per claim. This checkbox does not appear once an Affected party has been defined.
  7. Click OK. A new row is added to the grid.
  8. If desired, use the View (party role) and Filter (party name, Filtering by Party and Adding Details) lists to limit the parties that appear in the grid.