Courses
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Client Checklists in Case Status
CourseGet specific with tasks needed to keep your case moving. In this course, learn how to add, manage, and complete checklists for your clients.
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Treatment Logging in Case Status
CourseLearn how clients can share updates on their medical visits with the firm, using the Case Status mobile app.
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Appointments and Appointment Reminders
CourseSetup appointments for your clients to track with Case Status, and learn how clients will be reminded to attend appointments.
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Activity Tracking and Placing a Case On Hold
CourseCheck up on your clients usage of Case Status, and help get them re-engaged with the On Hold status.
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User Settings - Bios and Notifications
CourseUpdate your settings so your clients know who you are, and to get notified when they send you messages.
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Net Promoter Scores and Case Status
CourseHow does the Net Promoter Score Survey impact client experience? Learn the specifics of how Case Status surveys your clients, and how to take advantage of the results.