Intermediate Webinar - Training Curriculum

Documents Overview

• Documents Screen

• Attaching Documents

• Generating Documents

• Attaching Documents from Email

• Barcode

• Document Screen Right Click Functions

• 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

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

User Configuration

• Contact Card

• User Preferences

• Change Password

• Logout