DESCRIPTION

This article is written with step-by-step Instructions to Create a New Matter.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

*** To create a new Matter, you must first have an existing Client in the Record Maintenance program. If you are creating a Matter for a new Client, you will need to create a new Client Record first.***

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Matter Maintenance (MAMATENT) program 
3. Add the new Matter Number
4. Within the Main Details tab, select the relevant Client Name from the Client Key field
5. Add the New Matter Details in the Matter Details field
6. Fill in all required fields (Must fill in all BOLD fields/instances)
7. Add the date in Date Started field/instance
8. Click Green Tick ✅️ icon to Save and Clear

Suggestion: Open an Existing Matter from Matter Maintenance (MAMATENT) program and compare the New Matter.

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com