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.
Visit our website for more information: www.casetrackerlaw.com / 800-270-1197
Showing posts with label Adobe PDF. Show all posts
Showing posts with label Adobe PDF. Show all posts
Monday, May 24, 2010
Monday, April 5, 2010
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)
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)
Friday, March 19, 2010
Print To PDF
Credit managers, agencies and attorneys utilize CasetrackerLaw as a major tool in their everyday work processes. One of the most important procedures in these business processes is receiving and sending reports regarding the case. These reports would be sent via email and the pertinent information in these reports were copied and pasted into the note section of the system. A time consuming procedure.
An alternative to this method: CasetrackerLaw’s alternative method will save your staff time which in turn will save you money. When a report is received via email, you can “save to print” as an Adobe PDF document either to your desktop or my documents and then upload it to the “attachments” section in the CasetrackerLaw system. With a couple of clicks of the mouse, you have received, saved to PDF and attached the report to the case.
If you use EFax.com or Myfax.com to receive reports, make certain the settings are set to receive via PDF, if using Accurint to run a profile, again make certain your settings are set to receive in a PDF format.
Hint: In addition, once a document is attached, these reports can be faxed or emailed from the attachments section right to the recipient – providing you have an account with Myfax.com. And when a debtor requests an invoice while talking to them on the phone, with a couple of clicks, the requested document is faxed or emailed right from the “attachments” page.
Call us for more information on how CasetrackerLaw can save you time and money.
An alternative to this method: CasetrackerLaw’s alternative method will save your staff time which in turn will save you money. When a report is received via email, you can “save to print” as an Adobe PDF document either to your desktop or my documents and then upload it to the “attachments” section in the CasetrackerLaw system. With a couple of clicks of the mouse, you have received, saved to PDF and attached the report to the case.
If you use EFax.com or Myfax.com to receive reports, make certain the settings are set to receive via PDF, if using Accurint to run a profile, again make certain your settings are set to receive in a PDF format.
Hint: In addition, once a document is attached, these reports can be faxed or emailed from the attachments section right to the recipient – providing you have an account with Myfax.com. And when a debtor requests an invoice while talking to them on the phone, with a couple of clicks, the requested document is faxed or emailed right from the “attachments” page.
Call us for more information on how CasetrackerLaw can save you time and money.
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