Taskbill Integration Requirements for
Tabs3 and Legalgard/AON Insurance
This document provides technical information about how to set up Tabs3 in order to facilitate the export of information to the format required by Legalgard/AON. Please review this document carefully before attempting to export data for AON matters.
Task Based Billing
The Task Based Billing Client check box must be selected in Tabs3 for all AON matters. This option is found on the Setup tab in the client data entry program in Tabs3. Selecting this option will force you to enter task codes instead of transaction codes when entering Work-in-Process for AON matters.
Fees Note: When entering fees in Tabs3, you are required to enter both the Phase/Task code and the Activity code. However, the TASKBILL program exports the Phase/Task code only.
Costs Note: When entering costs in Tabs3, you are required to enter both the Phase/Task code and the Expense code. However, the TASKBILL program exports the Expense code only.
Firm Information
The firm name and city/state/zip must be set up in the System Configuration program. The city/state/zip line must use the 2-character state postal abbreviation and there must be at least one space between the city, state and zip code.
Note: The city/state/zip may be entered on any of the 3 address lines as long as it is the last address line used.
Special Fields
There are several fields required for AON that are not in Tabs3. The fields are the Claim Number and Adjuster Name. During configuration, you are given the choice of where to store these fields in the Tabs3 client file. The following table includes a list of available locations. You will have to make sure to set up all of your AON matters the same way so none of the fields are missing in the electronic data file for any individual matters.
|
Field Location |
Client File Location |
|
Custom Fields Lines 1-50 |
Custom Fields tab |
|
Miscellaneous Lines 1-3 |
Custom Fields tab |
|
Contact Name |
Address tab |
|
Beginning Statement Notes Lines 1-4 |
Statement Options tab |
|
Ending Statement Notes Lines 1-4 |
Statement Options tab |
|
Client Notes Lines 1-150 |
Client Notes tab |
|
Billing Notes and Instructions Lines 1-150 |
Billing Preferences tab |
Note: Although you can use any of the following locations to store the special fields, we recommend you use Custom Fields for all of the special fields. However, if you configured clients prior to Version 11 (when Custom Fields were not available), it is not necessary to change all of the matters to use Custom Fields to store the information.
Other Fields
There are some other fields that you need to make sure have been set up in Tabs3 to ensure the correct information is exported for AON. The Tabs3 client name, city & state, and work description must correspond to AON’s client name, claim office and matter name.
|
Tabs3 Field |
AON’s Information |
|
Client Name |
Client Name |
|
City and State |
Claim Office |
|
Work Description |
Matter Name |
2003/08