Who Wants to Party?

Believe it or not, the Party Name field is among the most critical fields in TrialWorks to fill in. Why?

The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports:

• Requesting medical records for that specific Party
• Viewing insurance policy for that specific Party
• Generating correspondence for that specific Party
• Identifying costs relating to that specific Party

The term “Party Name” appears on the Clients Tab and the Other Parties Tab:

Client Tab

Other Parties Tab

If a user forgets to fill-in the Party Name field, here’s what happens when that user tries to request medical records:

Who is “Party?” We don’t know because the Party Name field wasn’t filled-in on the Client Tabs or the Other Parties Tab. When used properly, however, the Party Name field displays the special relationships between a Party and other information. For example,

Because this user filled-in the Party Name fields properly, it is easy to see the name of the Adjuster, Insurance, Policy, Claim Number and other important information specific to that Party.

Let’s look at one more example. Take a look at the Costs Tab and notice that under the Client column on the second and third rows the Party Name just says, “Party.” Which Party? Who incurred the $250.00 cost for medical records? Who incurred the $750.00 cost for an expert consultation?

The importance of the Party Name field becomes very apparent when reviewing the Costs Tab. A quick way of checking whether the Party Name field is being properly used, go to the Contacts Tab:

HINT! When opening a new case, always remember to include the Party Name on the Clients Tab before going to any other tab in TrialWorks. Similarly, if you have the Other Parties information at that time, make sure to give those persons or entities a proper Party Name, too.

TrialWorks strives to make your daily work life easier and more productive. For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department. Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!