Case Management
- How to Add a Case Manager
- How to Change a Percentage for Shared Payers on Case Card
- How to Add a Payer on Case Card
- How to Change a Billing Type on Case Card
- How to Change a Business Unit on Case Card
- How to Change a Billing Unit on Case Card
- How to Remove a Custom Field on Case Card
- How to Add a Custom Field on Case Card
- How to Change a Case Language
- How to Use a Tag
- How to Turn a Case into a Confidential Case
- How to Change a Practice Area on Case Card
- How to Use a Note
- How to Edit a Case Background
- How to Change a Case Name
- How to Remove a Case Budget
- How do I Create/Open a Document Template?
- How do I View when time was last reported for a Case?
- How do I Set a Client Manager for a New Client when Creating a Case?
- How do I Add a Case Note when Creating a Case?
- How do I Add a Case Background when Creating a Case?
- How do I View when a Case has been Modified?
- How do I View when a Case has been Declined?
- How do I View when a Case has been Reopened?
- How do I View when a Case has been Closed?
- How do I View when a Case has been Accepted?
- How do I View when a Case has been Opened?
- How to Add an Invoice Reference Text on Case Card
- How to Remove an Invoice Reference on Case Card
- How to Add an Invoice Reference on Case Card