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 status report. Show all posts
Showing posts with label status report. Show all posts
Monday, May 24, 2010
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
Monday, March 29, 2010
Advanced Status Report - UPGRADE
The "Advanced Status Report" is found under "reports" in the CasetrackerLaw system. We have made a few changes that we think will make running and generating a report on the claims in your system more efficient. This feature will soon be added to the collector’s side as well which means your collectors will have the ability to run reports on the claims they have been working.
What kind of information will you get when you run an advanced Status Report? It all depends on what it is you are looking to find out about the claim and what kind of criteria you populate the fields with. There are many different combinations of criteria you can put into the system in order to run and generate a full report. First you would select a timeframe, then a status type, then the creditor/client and then the collector. Finally it will give you the option to view the comments, payment history and payment schedule. Click submit and a report will appear on your page with all the information you selected which can then be generated and printed out or you have the ability to download it into a CSV format.
Once you've generated your report, you then have a multitude of options to do something else with the report or the list of claims in the report. These options are also found at the bottom of the report page. You can select the whole list or just particular claims and add claim notes, change the reminder date or even select, generate and send a demand letter.
If you would like more information on this feature, give us a call or visit our website.
954-755-1763 / 800-270-1197 / www.casetrackerlaw.com
What kind of information will you get when you run an advanced Status Report? It all depends on what it is you are looking to find out about the claim and what kind of criteria you populate the fields with. There are many different combinations of criteria you can put into the system in order to run and generate a full report. First you would select a timeframe, then a status type, then the creditor/client and then the collector. Finally it will give you the option to view the comments, payment history and payment schedule. Click submit and a report will appear on your page with all the information you selected which can then be generated and printed out or you have the ability to download it into a CSV format.
Once you've generated your report, you then have a multitude of options to do something else with the report or the list of claims in the report. These options are also found at the bottom of the report page. You can select the whole list or just particular claims and add claim notes, change the reminder date or even select, generate and send a demand letter.
If you would like more information on this feature, give us a call or visit our website.
954-755-1763 / 800-270-1197 / www.casetrackerlaw.com
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