Store damages in Litify to capture information about liens, medical bills, liabilities, providers, and other damages that occur in a legal matter. Within each damage, gather information about the provider name, the damage type, damage amounts, service start and end dates, and all other required information. This information remains with a matter throughout its lifetime on Litify, ensuring you can review all damages at any time.

• Relate damages to legal matters and specific roles within matters, such as hospitals and doctors, so you keep track of involved parties.
• Review amount due for damages with real-time calculations based on amount paid and reduction amount values.
• Create as many damage types as necessary to gather information about damages specific to your firm's practices.
• Run reports on damages across all legal matters to gain insight into case metrics.

 

How to use damages on Litify

Follow this guide to review all information about setting up and using damages on Litify, including setup instructions for incorporating the Subtotals button.

 

Permission Sets

• The Matter User Permission Set contains Create, Edit, and View All permission for damages. Use this permission set for users who need to access damages.
• The Power User Permission Set contains Create, Edit, View All, and Delete permission for damages.

 

Related List

Add the Damages related list to your matters page layout to quickly review all damages associated with a specific matter:

3.1.png


 

Page Layouts containing this object

• Take Action layout on the matter object includes the damage related list.
• Role (Take Action) on the role object includes the damage related list.

 

Type field

This object includes a Type picklist field with these values. Add more values to capture information about the types of damages in your cases:
• Medical Bill
• Subrogation Lien

 

Total Damages matter field

The Total Damages field on the matter calculates all Amount Billed fields on every damage added to the matter.
 


All Fields

Field Label Field Name Data Type Definition
Amount Billed litify_pm__Amount_Billed__c Currency(16, 2) Amount billed for the damage.
Amount Due litify_pm__Amount_Due__c Formula (Currency) Formula that calculates Amount Billed minus Amount Paid and Reduction Amount. Rolls up to new “Total Damages” field on Matter
Amount Paid litify_pm__Amount_Paid__c Currency(16, 2) Amount paid so far on the damage.
Comments litify_pm__Comments__c Long Text Area(32768) Comments about the damage.
Created By CreatedById Lookup(User) User who created this record.
Damage Name Name Text(80) Name of the damage.
Invoice # litify_pm__Invoice__c Text(100) Invoice # on the damage.
Last Modified By LastModifiedById Lookup(User) Last user who edited this record.
Matter litify_pm__Matter__c Master-Detail(Matter) Matter where the damage was added.
Provider litify_pm__Provider__c Lookup(Role) Provider of the damage. Role on the matter.
Provider Name litify_pm__Provider_Name__c Formula (Text) Name of the provider.
Reduction Amount litify_pm__Reduction_Amount__c Currency(16, 2) Amount this damage was reduced.
Service End Date litify_pm__Service_End_Date__c Date End of the service.
Service Start Date litify_pm__Service_Start_Date__c Date Beginning of the service.
Type litify_pm__Type__c Picklist Picklist of damage types. Add more values if necessary.

 

Set up Subtotals button

As a setup step on Damages Object, users will need to create a Subtotals button of type URL and add the link to the report in the following format.

1. Navigate to Object Manager > Damage > Buttons, Links, and Actions. In the upper-right corner, click New Button or Link.

3.2.gif



2. Complete the Custom Button window.

a. In Label, enter Subtotals.
b. In Name, enter Subtotals.
c. In Display Type, select List Button.
d. In Behavior, select Display in existing window with sidebar.
e. In Content Source, select URL.
f. Enter this link in the final field. /lightning/r/Report/[insert report ID here without brackets]/view?fv0=[insert filter value here without brackets]

• Note: Navigate to Reports, locate the New Matters with Damages report, and copy the Report ID from the URL.
• Example of a URL (your Report ID will be different): /lightning/r/Report/00O5B000000MZyEUAW/view?fv0={!litify_pm__Matter__c.Id}


g. Save the custom button.

3.3.png



3. Navigate to Matter > Page Layouts. Locate the layout you use on matters and click it.

a. Scroll down to the Damages related list. Add that list if you haven't yet.
b. Click 3.5.png icon on the related list.
c. In Buttons, click the plus button.
d. In Available Buttons, click Subtotals and click Add.
e. Save your page layout.

3.6.gif


 

Subtotals button

Navigate to a matter to review all damages. Take a look:

3.7.gif
 





 

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