New Reports Added

• Financial Reports → Money in Trust Account
  This report shows balances of settlement escrow accounts by account.

• Financial Reports → Checks Audit Trail Report
  This reports shows creation/deletion/modification of settlement distribution checks.

• Financial Reports → Upside Down Medicals Report
  This report shows cases with Total Medical Bills exceeding certain percentage of Minimum Settlement Value.

  Open

  

• Intake Reports → Intake Performance Report
  This report essentially duplicates the functionality of Intake Performance Dashboard.

• Intake Reports → Closed Reason Statistics
  This report is similar to Closed Reason Statistics dashboard, but with more filtering options.

  Open

  

• Intake Reports → Conflict Report
  This report shows possible conflict cases on the contact names.

• Litigation Reports → Expert Report

• Medical Reports → Injury Report

• Staff Management Reports → Cases With No Recent Activity

• Staff Management Reports → Incident Information Changed Report

• Staff Management Reports → Modified Notes Report

• Staff Management Reports → Staff Performance Report

Modified Reports

• Calendar Reports → Calendar Report Advanced - Added Incident Facts column.

• Document Search Report - Changed “Case Assigned To” filter to multiselect.

• Financial Reports → Cases With Disbursement Exceeding Limit Report - added new filters, column selector and multiple new columns.

• Financial Reports → Disbursement Report - Added multiple filters and columns.

• Financial Reports → Fees Outstanding - Added more filters.

• Financial Reports → Lien Report - Added more filters, added column sorting

• Financial Reports → Settlement Report - Added more filters

• Intake Reports → Comparative Yearly Statistics for Intake - added more filters

• Last Modified Note Report was renamed to Last Case Note Report.

• Medical Reports → Medical Records Retrieval Performance - added calculation of average number of days to get records.

• Staff Management Reports → Overdue Report - added new filters, column selector and multiple new columns.

• Staff Management Reports → Overdue Tasks Report - added new filters, column selector and multiple new columns.

• Staff Management Reports → Overdue Status Summary - Added status filter.

• Staff Management Reports → Staff Activity Report - Added filters by Staff Firm Role, Department and Office.