Condensed Administrator Webinar - Training Curriculum

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