CasetrackerLaw will not be posting a regular blog today as we are recognizing the death of a family member. The Florida staff will be working limited hours today.
In loving memory of Roberta Mazur (1933 - 2010)
Monday, April 12, 2010
Friday, April 9, 2010
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.
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.
Thursday, April 8, 2010
Claims Offset Report
The “Claims Offset Report” in the CasetrackerLaw system is used by the administrator to determine if a commission payment is required or if the agency needs to send a remit payment to the client.
This report will ask you for a time-frame and to select a direct client/forwarder. Once you’ve made your selection and click generate report, the report will show you the information you need in order to either send an invoice or to remit a payment. One also has the ability to pre-set the column categories so only the information selected will appear in the generated report. Now that an offset report has been generated, with one last click of the mouse, an offset statement is generated which can then be mailed to the client.
Being able to select the fields you want to see in a report is important to a lot of business owners and CasetrackerLaw wants their clients to have their reports, their way.
(FYI: the report # is subject to change as more reports are created and added)
As of today, we have just released our latest newsletter regarding attending the CLLA Conference in Chicago, IL April 29th through May 2nd. Visit our website and view Mr. Steed and Jezebel discussing the meeting.
This report will ask you for a time-frame and to select a direct client/forwarder. Once you’ve made your selection and click generate report, the report will show you the information you need in order to either send an invoice or to remit a payment. One also has the ability to pre-set the column categories so only the information selected will appear in the generated report. Now that an offset report has been generated, with one last click of the mouse, an offset statement is generated which can then be mailed to the client.
Being able to select the fields you want to see in a report is important to a lot of business owners and CasetrackerLaw wants their clients to have their reports, their way.
(FYI: the report # is subject to change as more reports are created and added)
As of today, we have just released our latest newsletter regarding attending the CLLA Conference in Chicago, IL April 29th through May 2nd. Visit our website and view Mr. Steed and Jezebel discussing the meeting.
Tuesday, April 6, 2010
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)
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)
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, April 2, 2010
Claim Age Report
The “Claim Age Report” is generally used by the administrator to determine how old or how long a claim has been in the system and at a glance, where it is in regards to how much money has been collected, if it’s being disputed or if it’s in litigation.
There are options to set before you run the report. For example: I want to run a report that will show me all the claims in the system that are $20,000.00 or more with a claim age (how many days it’s been in your system) of 30 days or more. (There is also the option to select only one direct creditor or forwarder) When I generate my report, I will be able to see all the claims with my pre-selected settings and all the information on those claims. At this point I can decide if I need to send a letter, change the status and status comment or I can choose to go into the claim and change or add a reminder for the collector.
For a brief online demonstration of any of the 47 reports that are all located in one convenient place in the CasetrackerLaw system, call 800-270-1197 or visit us online at www.casetrackerlaw.com and register a request for a demo. A representative will contact you with-in 24 hours.
There are options to set before you run the report. For example: I want to run a report that will show me all the claims in the system that are $20,000.00 or more with a claim age (how many days it’s been in your system) of 30 days or more. (There is also the option to select only one direct creditor or forwarder) When I generate my report, I will be able to see all the claims with my pre-selected settings and all the information on those claims. At this point I can decide if I need to send a letter, change the status and status comment or I can choose to go into the claim and change or add a reminder for the collector.
For a brief online demonstration of any of the 47 reports that are all located in one convenient place in the CasetrackerLaw system, call 800-270-1197 or visit us online at www.casetrackerlaw.com and register a request for a demo. A representative will contact you with-in 24 hours.
Thursday, April 1, 2010
Bonding Report
CasetrackerLaw’s policy is that every claim that is forwarded to an attorney be Bonded by one of the law lists. When you forward a claim out to a forwarding attorney, a notice is sent to a law list for bonding. This notice is sent in order to bond your claim in the event the attorney runs off with the money.
The Bonding report will give you a list of claims sent for a selected time frame. When selecting the time period and generating the report, you now have options to select a group and setting a reminder for yourself or someone else to follow up on certain claims. This feature will send an automatic request or an update via email to the attorney who the claim was sent to. This feature is great because you don’t have to open every claim to send the attorney a request.
One policy you should implement in your firm is to get bonding confirmation on every claim that has been forwarded to an attorney from the bonding law list.
NOTE: We have seen changes recently with bonding requirements. We suggest you review your directories to get the latest updates concerning these requirements.
The Bonding report will give you a list of claims sent for a selected time frame. When selecting the time period and generating the report, you now have options to select a group and setting a reminder for yourself or someone else to follow up on certain claims. This feature will send an automatic request or an update via email to the attorney who the claim was sent to. This feature is great because you don’t have to open every claim to send the attorney a request.
One policy you should implement in your firm is to get bonding confirmation on every claim that has been forwarded to an attorney from the bonding law list.
NOTE: We have seen changes recently with bonding requirements. We suggest you review your directories to get the latest updates concerning these requirements.
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