There is nothing worse than having a client call the office requesting an update on a claim and the claim in question hasn’t been worked in over 30 days or more. What do you tell your client? Everyone’s heard the old phrase; “fell between the cracks” which means “misplaced” or worse, lost. How can this problem be resolved?
CasetrackerLaw’s “no reminder report” will display a list of all the claims in the system that have not had a reminder added. Because people are fallible and make mistakes when they are busy, CasetrackerLaw has taken the worry out of claims “falling through the cracks”. Once the report is generated, the claim ID is displayed in red and the rest of the information will depend on what is selected when setting up the report. By clicking “settings” next to the “no reminder report”, one has the ability to choose what each column will display. At the bottom of the page, you will see that a new reminder date, reminder note and who the reminder is for can be added. Also, the status can be changed and a comment for the client can be added.
We hope you enjoy reading our daily blogs and find them informative. If you have any comments or requests for future blogs, feel free to give me a call or send me an email.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 5, 2010
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