Triggered Reminders & Triggered Letters

 

Save time, save money.  That is just one of our mottos.  The less clicks you need to make the more time is saved.

Casetrackerlaw gives you the ability to set up a sequence of reminders with associated letters that can be assigned to any users.  These reminders are triggered when a specific Status Code is selected under the blue Status tab.

In Settings, find Status Codes and click to view the list in order to add, edit or delete.  Click the icon to view the status code you want to update.  Here you can edit every element from the status code and type to setting up 4 triggered reminders and generating 4 triggered letters.

For example: you are working on a new claim and you want to change the status, add a reminder and generate a demand letter.  You can do all of this with just a few clicks of the mouse.  Find and open the claim you want to update with a new status.  Click the blue claim tab Status, click the Claim Status dropdown menu to select a new claim status.  Select the status that you just updated in Settings and click the Update Status button.  You should see 4 sequential reminders and the triggered letters will appear in the Quick Print Queue on the red dashboard on the days they are scheduled to be generated.

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