New Feature: Rolling Reminders

Casetrackerlaw is reminder driven.  Reminders are scheduled by collectors and sales people.  These reminders will be displayed on the dashboard in the system on the day they were set by the staff member.  In order to keep the scheduled daily reminders for either the collector or the salespeople, to a limited number, Rolling Reminders was created.

Rolling Reminders are 2 seperate Tabs that were designed for administration to track claim reminders set by collectors and prospect reminders set by sales people.   The grids give admininstration the ability to view and access the claims or sales prospects by clicking on a number and the claims or prospects will be displayed.

Claim Rolling Reminders is located under Reports on the administration side of the system.  Once selected, a grid is displayed that shows you the collectors past due reminders, today’s reminders and what is scheduled for each day the rest of the month, for each collector.  Each number is "hot" or linked to the claim so that users can click the number, and are taken into the claim information.  If a collector has no reminders set, that collector will not be displayed on the grid.  The administrator can then make educated decisions regarding the way a collector is working the claims assigned to him/her.

Rolling Followups is located on the "Dashboard" on the administration side and on the sales side and was designed for administration to track the prospect followup calls set by salespeople.  The grid here displays the followup calls a salesperson has scheduled, past due, today's and each day the rest of the month.  If the sales person has no reminders scheduled, his name will not appear on the grid.  Again, each number is "hot" or linked to the prospect information in order to be accessed.

If you have an interest in this new feature, please feel free to contact our office for details.

Uploading Claims & Leads

Do you manually add claims or sales leads onto a spreadsheet or into a database of some kind? If so, then you know how time consuming it is and you know that time is money.

The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.

Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.

Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.

Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.

For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197

Remittance Report

The phone rings and it’s a client wanting to know when they will be receiving their money. So the administrator clicks on the reports tab and selects “Remittance Report”. This report will display the information that is needed in order to answer the big question; “when will I get my money?”

When this report is selected, up comes a dialog box that gives one the ability to put in a time frame, select a direct creditor/forwarder and a choice of viewing the active claims, all the claims or only the closed claims. Click, generate reports and the report that comes up will show each claim ID in red so it can be opened and viewed in more detail. Also, displayed across the top are fields which are preselected by the administrator. These fields can be preset in the “settings” section found next to the “remittance report” under reports. The last two fields “remit” and “collection rate” are set and cannot be changed. At the bottom of the report are the totals for how much money was received, how much will be remitted and the total fees collected.

Using the many reports in the CasetrackerLaw system will, along with all of the other great features, save companies and business, time and money.

Visit our website…we’ve done some remodeling. View a few of the videos from the CLLA Conference held in Chicago recently.

www.casetrackerlaw.com / 800-270-1197

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

Money Adjustments

There are times, for what-ever reason; an adjustment must be made to an account involving the money. Either the amount needs to be changed or interest is either removed or added in. How can these changes be made so that the over-all trust account balances out correctly?

In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.

Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.

If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.

I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. www.casetrackerlaw.com / 800-270-1197

Forwarded Claims Report

The “forwarded claims report” is used to track all the claims that have been forwarded to attorneys. This feature also gives one the ability to communicate with the selected attorney and for the attorney to respond back through the CasetrackerLaw system.

When generating the “forwarded claims report”, the user will give a timeframe, select an attorney, the direct creditor/ forwarders and submit query. The generated report will show you all the claims that have been forwarded with the name of the law firm, the debtor name, the forwarded date, the amount placed and the affiliation of the law firm. At the bottom of the report, the user has the option to communicate with the attorney by selecting an instruction from a dropdown menu, an instruction comment will automatically be inserted, a reminder days, a reminder for who and finally, send request. The request is emailed to the attorney who can then either, login and respond back through the CasetrackerLaw system or reply to the email he received.

Don’t forget to visit our website, there’s a lot to see once you’re there. Request an online demo, watch a video featuring CasetrackerLaw client discussing the way they incorporate Casetrackerlaw in their daily business procedures.

www.casetrackerlaw.com / 800-270-1197

Client Performance Report

CasetrackerLaw has over 40 reports that one can generate. Today’s report is very useful to both the clients and the agency.

This report is one of the most important in the system. It will tell how well you are performing for a particular client or clients. This report will give you an advantage when making business decisions regarding these clients. From the administration view, they can decide if the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.

When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.

When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.

When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.

For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.

Claims Overview Report

In the CasetrackerLaw system, there is a report called the Claims Overview Report. When this report is run, a graph will come up with the names of all the collectors across the bottom and the number of claims worked for the day running up the left side. So throughout the day, the administrator has the ability to run this report to monitor the claims worked.

There are several reports in the CasetrackerLaw system. The Collector Work Log Report will give more detailed information about all the claims worked by a particular collector. I will discuss the report in more detail later.

If you are interested in viewing any of our reports or talking to someone to schedule a demonstration, visit our website at www.casetrackerlaw.com and register to schedule a demo or call our office, 800-270-1197.

Claims Invoice Report

In companies there are times when administration will want or need to know how much money has been received and how much is pending. This information is important when it comes to making financial decisions within the company. The Claims Invoice Report in the CasetrackerLaw system will tell you exactly what is still pending and what has been paid.

To generate a report that will produce the information needed, a time frame is entered, a direct creditor/forwarder is selected and the status you are looking for: all, pending or paid. There is also the option to set the column categories with the information you would like to see. Once the report is generated, a list of claims will appear and you now have the option to go into the claim in order to view the claim details.

For more information on this report or any of the reports in the CasetrackerLaw system, give us a call or visit our website at www.casetrackerlaw.com and register to schedule an online demo. (800.270.1197)