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Kareo Help Center

Attorneys List

Updated: 01/17/2020
Views: 895

The list of attorneys available for selection when adding an Attorney to a patient's case can be managed by creating, editing or deleting an attorney. 

You will always begin with finding the attorney before creating, editing, or deleting an attorney. 

Find Attorney

  1. On the top menu bar, click Help > Discontinued Screens > Settings > Other Lists > Find Attorneys. The Find Attorney window opens. 
  2. In the search bar, enter all or part of a keyword for the Attorney. Then, click Find Now. The search results are listed.
Desktop_Attorney_Find.png

Create New Attorney

  1. To prevent duplication, verify the attorney is not in the system then click New at the bottom. The New Attorney window opens.
  2. Enter the information:
    1. The attorney's Full Name, optional Company name, and Address.
    2. Phone and Fax (Optional)The attorney's contact numbers.
    3. Notes (Optional): Notes related to the attorney.
  3. Click Save
Desktop_Attorney_New.png

Edit Attorney

  1. Find the attorney then double click to open it. The Edit Attorney window opens.
  2. Make the desired changes.
  3. Click Save.
Desktop_Attorney_Edit.png

Delete Attorney

  1. Find the attorney then click once to select it > Delete. A confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The attorney is deleted. 

Note: Only attorneys with no other records associated, such as a patient's case, can be deleted. 

Desktop_Attorney_Delete.png
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