Status Date Report

When a client is updated regarding a claim; they will receive the update in two ways, via the CasetrackerLaw system and they will receive an email through the email on file for their company. The update they receive is dated and time-stamped with a “claim status” selected by the collector and a note or comment regarding the claim or customer. When the “claim status” is selected, there is a drop-down menu with a multitude of options to choose from.

This report will ask you to supply a status start date and ending date; optional, the “status type” and the direct creditor/forwarder. The generated report will display all the claims in the system with the “status type” selected for the selected time-frame; if included. Also displayed across the top are the fields that can be preselected by administration. If no time-frame is selected; “all” the claims in the system with the same “claim status” will be displayed.

The bottom of the report shows 5 different quadrants that work independently of each other. First there is the option to add a reminder for a collector with a reminder date, a note if needed, the collector receiving the reminder, the priority and the reminder type. next the option to send a letter. The letter is -chosen from a drop-down menu; the letters listed are stored in “Quick Prints”, found in the blue tabs of any claim. The next quadrant gives the option to add a manually added note to the claim “notes” as an internal note; also found in the blue tabs of each claim. The final quadrant gives administration the option to generate a summary in a PDF format or to download claims Information to a CSV format.

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