This article describes how to add and edit a Legal Aid Claim Maintenance in Unity® Practice Management.
How to Access This Option
- Open the Accounts program
- Click the Maintenance icon
- Double-click the LA Claim Type option
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How to Add a Legal Aid Claim Type
- Click Insert
- Enter a Code and Description
- Enter a Sort order to dictate how items appear on the LA Claim Type list
- Untick the Active checkbox to mark the LA Claim Type as inactive. The LA Claim Type will no longer be available for selection within the Accounts and Coredata programs
- Click Save
| The Active checkbox prevents the program options from becoming cluttered with old LA Claim Types that are no longer used. |
How to Edit a Legal Aid Claim Type
- Select a LA Claim Type from the list
- The information for the selected LA Claim Type will be displayed in the Details section, where you can edit the information
- Once you have edited the LA Claim Type Details, click Save.
How to Delete a Legal Aid Claim Type
You cannot delete a LA Claim Type from the list; you can make it inactive, and it will not be displayed with Accounts and Coredata programs, or Reports.
- Select a LA Claim Type from the list
- Untick the Active checkbox
- Click Save
| By default, inactive items are not displayed within the Accounts and Coredata program or on the reports unless you specifically request to view them via the options. |