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ADMINISTRATION TRAINING

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

  • No labels

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