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Case Activity Summary

Updated over a year ago

Click on the Review button (in front of the Comments and Case Note buttons) when you want to see new activity on a case:

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The start and end dates default to show the last 21 days, but you can edit the dates and search for a different time frame:

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The activities shown are new entries for:

  • Case notes

  • Documents

  • Claim file notes

  • To-Dos

  • Appointments

  • Diagnoses

  • Contacts

  • Comments

  • Correspondence

There will be no entries shown in this window if any of these items have only been updated; only NEW items are shown.

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