Delete Claims - Bulk Deletion

Anyone who knows CasetrackerLaw will tell you that the staff does its utmost to make their clients happy. Recently we were asked by a client how they could delete, not archive their claims. In the past, this task was always done by our engineers; however…our engineers have added a feature that allows client administrators the ability to delete claims, in bulk.

Go to “Settings” found in the top right hand side of any page. Select “Delete Claims – Bulk Deletion” and a table will appear. Select a time-frame, a direct creditor/forwarder and a state. Click “Generate Reports” and the next table will show all the claims with the criteria selected. One has the option to delete claims individually by checking the little boxes to the left and click the “delete” button at the bottom of the page. Or, if one wanted to delete all the claims displayed, simply click “check all” located at the bottom of the page and then “Delete”, all the claims will be deleted and gone forever.

FYI: This new feature is found in the “settings” as a precaution. The only person with the authorization to delete a claim is the administrator.

If you would like more information on this new feature, give us a call and visit our newly designed website and let us know what you think.

www.casetrackerlaw.com / 800-270-1197

Message Board - Another Little Secret

Another little hidden secret about casetrackerLaw is the message board.

The message board is an inside communication tool that is located on the dashboard. We have developed this system so that users are able to send messages to co-workers or clients from anywhere, whether it’s from a home computer, another office down the hall or from your iPhone or Blackberry.

How does it work? Because the Message Board is located on the dashboard it is readily available to click, type your message and send. The recipient will receive the message and will notice a number next to it telling him he has a message or messages. He can respond to the message immediately or at a later time as the message will be there until it is read. You can archive the message and see the string of messages or you can delete the message or messages. The message will not self delete therefore you may retain a message for as long as you wish.

One of the best kept secrets is you are working within the server, not email and if you delete the message prior to the backup each night there is no evidence it ever existed.

Our chief uses this feature to communicate with the office as he travels around; there really is never an escape.

Check this feature out and if you have any questions, call me for a brief demo.