No Status Report

Clients require monthly notices or updates of how their claims are doing. Not only does the client need to know this information, but it’s also very helpful for the administrator of the company as well. This report will display all the claims in the system for a selected time frame that have not had a status changed or the client updated with in the selected time period. This report is more accurate than the “claims overdue report” to monitor the claims that fell through the cracks, because this report relies on the status change where as the “overdue report” relies on any activity such as: adding notes or a reminder.

Select “No Status Report” in the “Reports” section. In the next window you will select a time frame and a direct creditor/forwarder and “Generate Reports”. Next to the “no status report” tab you will see the word “settings”. Here you have the ability to decide what information you want displayed in your report by choosing the fields from the left and adding it to the right side and removing items from the right side and adding it to the left. Once the report is generated, one can scroll to the bottom where you will see that a demand letter can be generated to be added to the “letter queue” to be mailed later. Also, a note can be added for the collector, a new status can be added for the client with a status comment if needed.

The administrator has the option to generate a summary of a selected claim or claims or there is the option to download selected claims to a CSV spreadsheet.

Contact us for more information on this report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197