by lezdotechmedknowledgebase | Aug 26, 2024 | Teams
Managing Teams in CaseDrive Navigating to Teams Click on the “Teams” tab on the left-hand sidebar and this will display all the details related to your team involved in the cases. By utilizing this feature, you can efficiently manage your team in CaseDrive, ensuring...
by lezdotechmedknowledgebase | Jul 28, 2024 | Reports
Billing Reports Accessing the Billing Reports Section Open Reports Section: Click on the ‘Reports’ icon in the left-hand menu to access the Reports section. Select ‘Billing Report’: Click on the ‘Billing Report’ tab to view detailed billing information for your cases....
by lezdotechmedknowledgebase | Jul 28, 2024 | Reports
Case Reports Follow these steps to filter, sort, customize, and export case information, ensuring a streamlined workflow and better case management. Accessing the Case Reports Section Open Reports Section: Click on the “Reports” icon in the left-hand menu to access...
by lezdotechmedknowledgebase | Jul 26, 2024 | Messages
Case Queries Navigating to Case Queries: Click on the “Messages” tab on the left-hand sidebar and select “Case Queries”. This will display all queries related to your cases. Features of Case Queries All Queries: This tab displays all...
by lezdotechmedknowledgebase | Jul 25, 2024 | Messages
Other Queries Navigating to Other Queries Click on the “Messages” tab on the left-hand sidebar and select “Other Queries”. This will display any other queries related to your cases. Other Query Status Tabs All Queries: Displays all the other queries, regardless of...
