Case/Profile Management - (Agencies)

How To Create a Case - Agents
This article applies to agencies company admins and case workers Step 1: Click on + Case Step 2: Complete Basic Info Client ...
Fri, 15 Sep, 2023 at 9:58 AM
Navigation Menu - My Cases
This article applies to recovery agencies ​ My Cases on the main navigation menu shows the number of the accepted cases assigned to you. Cl...
Thu, 2 Jun, 2022 at 9:37 AM
Navigation Menu - Closes/Holds - Agents
This article applies to agencies Closes/Holds is the list of cases that have a pending status change request. The Pending Close/Holds page displays...
Thu, 2 Jun, 2022 at 9:33 AM
Navigation Menu - Accept or Decline New Cases
This article applies to agency case workers, company admins. The New (briefcase) notification is where newly created/pending cases can be viewed...
Mon, 17 Jun, 2024 at 3:27 PM
Navigation Menu - Service Provider Notifications
This article applies to agencies To the right of the Box Truck, there are notification bubbles that are also quick links to the invoicing section of...
Thu, 2 Jun, 2022 at 11:55 AM
Navigation Menu - User Notifications
This article applies to agencies The Notifications (Megaphone) alert contains a list of messages or activities for acknowledgment.  These notificati...
Thu, 2 Jun, 2022 at 12:10 PM
Bubble Counter Menu - Agents
This article appiles to agencies After logging in, you see navigation menu bubbles in the top right of the page. These are action items, informational i...
Tue, 24 May, 2022 at 10:00 AM
Navigation Menu - Fax Feature
This article applies to agencies  The Fax feature allows you to send or receive documents associated with a case. There are two types of fax tabs in...
Thu, 2 Jun, 2022 at 12:27 PM
Bubble Counters - Refresh Button - Agents
This article applies to agencies   We have created a new feature that will allow you to see your case counts bubbles in real-time, with just the click o...
Fri, 19 Aug, 2022 at 10:48 AM
Menu Options - Cases
This article applies to agents Selecting Cases on the main menu bar after log in will provide a drop-down where you can choose to view current cases ba...
Thu, 2 Jun, 2022 at 12:18 PM