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Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and casemanagement processes.
CaseManagement Automation in casemanagement – taking on tasks like scheduling, task allocation, conflict checking, and payments – significantly reduces manual effort and human error. Manually managing these activities can be time-consuming.
These fields are only used within the constraints of the form itself, and cannot be merged into a document, used in a report, synced to casemanagement, etc. Eventmanagement differs from appointments in that it can accommodate anywhere from one to thousands of registrants.
This shows a summary of current events, messages, etc on their matter. Whether being used for intake or casemanagement, the Client Portal is the client’s one stop shop to view everything for their case. Portal Whenever clients sign in to the Client Portal they will always first see their dashboard.
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