Claims Report

We hope everyone had a safe and healthy holiday weekend.

We are discussing another fantastic report designed and created by the engineering team at CasetrackerLaw. Some of the individual features in this report were from the imaginations of CasetrackerLaw clients.

The claims report is a handy report when one wants to review what is going on with their claims. There are many options with this report. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.

Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)