Courses
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Admin - Bulk Messaging in the Case List
CourseLearn how to identify a group of cases with filters, and then send that group a bulk message.
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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.