My SmartAdvocate

My SmartAdvocate is the default screen that will be displayed each time you login to SmartAdvocate. This screen is user customizable and the user can add or remove panels as they wish. For example, the following screen shows "Critical Deadlines," "My Appointments," and "Tasks Assigned To Me." Navigate the left side menu to view more within the My SmartAdvocate screen. 

The user can select or deselect panels to be displayed on their My SmartAdvocate Screen by making the appropriate selection from the 'Configure' tab shown in the top right corner of the My SmartAdvocate Screen. (See below.)

Note: Panels can also be closed and removed from your My SmartAdvocate Screen by clicking on the close (X) icon in the top right corner of each individual panel.

The user can also change the order and placement of each panel by dragging and dropping it to the desired location.

Follow the link to learn how to Configure Panels in My SmartAdvocate

The following panels can be added to your My SmartAdvocate Screen:

  • Appointments

  • Cases Assigned to Me

  • Cases With Overdue Status

  • Critical Deadlines

  • Favorite Cases

  • Favorite Filters

  • Tasks Assigned to Me

  • Tasks Assigned By Me

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.