Intermediate Webinar - Training Curriculum

INTERMEDIATE TRAINING

Documents Overview

  • Documents Screen

  • Attaching Documents

  • Generating Documents

  • Attaching Documents from Email

  • Barcode

  • Document Screen Right Click Functions

    • AI Demo

  • Emails

  • Photographs

  • Share Documents w/ Document Upload

  • Client Fillable Questionnaire

  • Tools → Documents Search

Calendar Overview

  • Creating Appointments

  • Case Calendar

  • Office Calendar Filters (setting/saving them)

  • Office Calendar View

  • Linking Appointments in Outlook

  • Scheduler Link

Litigation Screens Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Experts

  • Outstanding Items

Medical Records Overview

  • Medical Providers

    • Enter Visits, Bills & Payments

  • Medical Requests

  • Medical Records Requests Dashboards & Reports

  • Injuries

Special Damage Overview

  • Employment

  • Lien Tracking

  • School/Other Activities

  • Other Providers

  • Special Damages (Pulls from Medical Providers & above pages)

Negotiation/Settlement Overview

  • Settlement View

  • Negotiations

  • Negotiation Follow-Up Dashboard

  • Settlement

  • Adding Settlement/Distribution Checks

  • Settlement Report

Surrogate Overview

Timeline Overview

Help

  • Page specific help buttons at top of screen

  • Knowledge Base

  • Tip of the Week

  • User Manual

 

 

 

 

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