Using the Cases Page to Organize and Navigate your Cases

Staying Organized with the New Cases Page

The new Cases page is designed to help you stay organized and on top of your daily tasks by focusing on the most important cases.

Today's Cases View

• The "Current Case" button has been replaced with the new "Today's Cases" view.
• This view prioritizes cases from the recent past or those coming up in the next few hours.
• Practice Management Software Integration: If you use integrated practice management software, your cases will automatically populate overnight.
• Without Integration: If you don't use practice management software, you'll start with a clean slate each day and can add new cases as needed.
• The "Last View" badge and highlight indicates which case was most recently interacted with.

Viewing Options

You have two ways to view your cases:

• Tile view: Provides additional information at a glance.
• List view: Offers a column setup with details like practice management software sync status and the number of documents per case.

Accessing Other Cases

• To see all your cases, click the "All Cases" tab.
• Use the calendar button to navigate between days and view past or future cases. You can also use the arrows to move through days and return to the current day.

Archiving Cases

Archiving cases helps you maintain a clean and organized workspace.

• Individual Archiving: You can archive individual cases directly from the case screen.
• Bulk Archiving: Use the "Select cases" button to choose multiple cases and archive them in bulk. This is a quick way to indicate that you've completed tasks for the day.

This overview should help you effectively manage your cases and stay organized.