This report is determined by the information in the “statute of limitations” field. This field is located under “claim info” in the blue tabs of every claim. Before this report is generated, the columns across the top of the generated report can be pre-selected by the administrator to display the information that is the most important.
Choose a time-frame; then generate reports and with 2 clicks, you have a report that displays the information that had been pre-selected. All of the columns across the top can be sorted in ascending or descending order. This is good if one wants to see all the claims with the same “status” or maybe the total amount placed is needed for all the claims in the system has a “statute of limitations” with a particular time-frame. Attorneys will find this report helpful for determining the claims with statutes that are going to be expiring.
For more information on this report or any of the features or functions of the CasetrackerLaw system, visit our website or give us a call. www.casetrackerlaw.com / 800-270-1197
Showing posts with label generate. Show all posts
Showing posts with label generate. Show all posts
Tuesday, May 25, 2010
Thursday, May 20, 2010
Settlement Report
The “settlement report” will tell administration the total amount of settlements for any given time frame and who the settlements are for.
This report is one of the easiest to run. A few clicks of the mouse to select a time frame and then generate reports. Displayed across the top of the report are the fields that have been pre-selected by administration before the report is run. If “claim ID” is selected as a field, the claim ID number will display in red which means if clicked, the claim will open and can be viewed in more detail. At the bottom of the report are the settlement totals for the selected time frame, the total amount paid and the total amount due.
For more information on the reports included with every CasetrackerLaw system, visit our website or give us a call. When you visit, view a video, request an online demo or check out the screen shots at the bottom of the page.
www.casetrackerlaw.com / 800-270-1197
This report is one of the easiest to run. A few clicks of the mouse to select a time frame and then generate reports. Displayed across the top of the report are the fields that have been pre-selected by administration before the report is run. If “claim ID” is selected as a field, the claim ID number will display in red which means if clicked, the claim will open and can be viewed in more detail. At the bottom of the report are the settlement totals for the selected time frame, the total amount paid and the total amount due.
For more information on the reports included with every CasetrackerLaw system, visit our website or give us a call. When you visit, view a video, request an online demo or check out the screen shots at the bottom of the page.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 19, 2010
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
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
Wednesday, May 12, 2010
Promised Report
Money is a hot topic and collecting your money from your customers can sometimes turn into a full time job. Knowing when money will be received is helpful when making financial decisions.
The CasetrackerLaw “Promised Report” will display the claims in the system that has had a “promised pmt” added to the reminders list by the collector. When the claim is opened, there are blue tabs above the claim information box, the collector will select the “promised pmt” tab and set up a payment schedule. This schedule can be set up for just one single payment or it can be set up to schedule a regular or irregular payment plan. A reminder will be added automatically to the collectors reminder list. When this report is selected, you are asked to choose a collector and a time frame and then “generate reports”. The report will display the claims with the criteria displayed for the fields selected when setting up the report. At the bottom of the generated report you will see that a new reminder can be added for the collector or a new collector can be given this reminder.
If you are interested in this report or any of the reports or functions within the CasetrackerLaw software, please contact our office any time for a brief demonstration or schedule one.
www.casetrackerlaw.com / 800-270-1197
The CasetrackerLaw “Promised Report” will display the claims in the system that has had a “promised pmt” added to the reminders list by the collector. When the claim is opened, there are blue tabs above the claim information box, the collector will select the “promised pmt” tab and set up a payment schedule. This schedule can be set up for just one single payment or it can be set up to schedule a regular or irregular payment plan. A reminder will be added automatically to the collectors reminder list. When this report is selected, you are asked to choose a collector and a time frame and then “generate reports”. The report will display the claims with the criteria displayed for the fields selected when setting up the report. At the bottom of the generated report you will see that a new reminder can be added for the collector or a new collector can be given this reminder.
If you are interested in this report or any of the reports or functions within the CasetrackerLaw software, please contact our office any time for a brief demonstration or schedule one.
www.casetrackerlaw.com / 800-270-1197
Tuesday, May 11, 2010
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
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
Monday, May 10, 2010
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
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
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