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ADMINISTRATION TRAINING

WorkPlans

  • Work Plan Management

  • Item Templates

  • WorkPlan Assignments

  • WorkPlans in Cases

Accounting Integration

Advertisement Campaigns

Automated Procedure Management

Case Menu Configurator

Case Types

Client Portal Administration

Document Templates

Email/Note/Appointment/View Templates

Medical Record Request Types

Notifications Setup

Quick Injuries

Picklist Maintenance

Refer-Out Rules

Retainer Staff

Stages Setup

Status Setup

System Parameters

System Parameters (Internal)

Task Groups

Task Templates

Tip of the Week Admin

Text Message Templates

Template Pages Configuration

UDF Editor

Users

User Permission Groups

Users

  • Users

  • User Permission Groups

Picklist Maintenance

  • Firm Information

    • Firm Contact Card

  • Firm Offices

Case Stages & Status Setup

  • Stages Setup

  • Status & Sub-Status Setup

Case Groups & Case Type Setup

  • Case Group and Incident Type Setup (Picklist Maintenance)

  • Case Type Setup Including Case Sub-Type (Admin > Case Type)

  • Case Roles ((Picklist Maintenance and Admin > Case Roles)

  • Define SOLs

  • Default Staff

  • UDFs and UDF Editor

Mass Tort Cases

  • Multiple Incident Dates

  • Master Case designation

  • Member – MDL Cases

Picklist Maintenance

  • Note Types

  • Quick Notes

  • Document Categories & Sub-Categories

Templates

  • Document Templates – Merge Codes

  • Email Templates

  • Note Templates

  • Text Templates

Medical Records Requests

  • Medical Records Request Types (Set up using Medical Records Request Templates)

Picklist Maintenance

  • Critical Deadline Types 

  • Insurance Types

  • Appointment Activity Types

  • Task Types (Task Categories)

Primer on WorkPlans

  • WorkPlans Creation and Assignment

Primer on Automated Procedures

  • Automated Procedure Creation

Sample Dashboards

  • Financial Dashboards

    • Advertisement Campaigns

    • Settlement/Fee Production

    • Settlement Dashboard

Reports

  • SOL & Critical Deadlines Reports (How to Schedule a Report)

  • Staff Management Reports