We are doing everything in our power to ensure that you are well equipped to handle the day to day communication with your clients and giving them that best client experience.
Additional & Personal Message Templates
Want more control over system generated messages? Want to customize outgoing messages such as: case on hold, status change, treatment follow ups and appointments?
Now Smart Message Templates will include more default messages allowing firms to edit automated messages sent to their clients.
Firm Users will now have the option when creating Smart Message Templates to mark them for personal or firm wide use. This allows firm users to create their own template that is tailored specifically for them and can be used/edited only by them.
Under message templates there will be 3 sections. CS default templates, Firm templates and personal templates. The user can mark a template as personal or for the entire firm. The templates will show who created them and who updated them.
Invoice Tab with Itemized Case List
Soon, your invoice tab will show a “Per Charge” list that itemizes your monthly invoice by Case ID, Client Name, Invoice #, or Charge Date.
Simply search for your Invoice number and return all of the individual case charges with the ability to export to make your end of month that much easier.
Checklists Templates Automations
As you will read below, Checklist Templates are a new way to store a checklist to apply to case at a click of a button.
No longer will users have to type the same checklist over and over, but soon we will have made it even simpler by allowing you to tie the checklists to certain Practice Areas and Stages.
This will work similarly to Practice Area Message Automations so read more to learn to set them up.
If you want to talk through implementing this new feature for your firm schedule a time with your Account Manager.
Practice Area Automations
One of our major advantages as your client communication portal, is the ability to automate and reduce clicks.
One of the most important enhancements, in my opinion, is the ability to set Automations at a Practice Area level.
Instead of setting Automations at a case level, firms now have the opportunity to set No Case Change Reminders, Recurring Messages, and Treatment Reminders for particular Practice Areas and tie them to specific stages.
Simply choose the desired Practice Area and the trigger (No Case Change, Recurring Message, Treatment Reminder).
Set the cadence for when the message should be sent and then select to which stages this automation should apply.
You can have multiple automations for each Practice Area and these automations will be set for all new cases.
Case level automations will still be set and messages will still be sent when a Practice Area automation is set. Therefore, the case level automation will have to be removed–Need Assistance? Let us Know!
Remember, this will be applied to cases going forward after a stage change. Meaning automations on existing cases will only trigger AFTER the next status change.
Firms that are taking advantage of our checklists know how easy it is to get things from clients when they have that information readily available to them.
Now you can save a checklist as a template and apply that list to a case with a click of a button.
Templates can be found at Settings>Templates>Checklist Templates.
Once set, these can be applied on the individual case using the Checklist Template.
As you read above in the sneak peek for next month, we are working on automating this where they will be applied to Practice Areas, so let’s use this time to build out our Checklist Templates and automate your system more!
As Case Status grows, we continue to focus on expanding and improving our partnerships with our integrated software partners to bring you exactly what you need.
Firms that use an integrated Case Management system are now able to import and sync cases from certain practice areas. This allows firms to filter out cases by practice area, saving time by displaying only the cases that you need to see.
If your firm is only using Case Status for certain practice areas and would like to learn more, please contact me at email@example.com
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