Gardiant [TEST]

Reports

[Admin report] Referrals

[Admin report] Referrals Summary

[Admin report] Cases

[Admin report] Case Metrics

[Admin report] Case Audit

Case Reports

[Admin report] Claims Detail

[Admin report] Claim Budget Changes

[Admin report] Claims Discovery

[Admin report] Claim Lag Times

[Admin report] Closed Claims

[Admin report] Employer Loss Run Report (single)

[Admin report] Employer Loss Run Report (multiple)

[Admin report] Retro Plan Year Summary

[Admin report] Stay at Work Applications (Details)

[Admin report] Stay at Work Applications (Employer)

[Admin report] OSHA Claim Data Validation

[Admin report] OSHA Forms 300 and 300A

[Admin report] Claim Costs and Injuries

Claim Reports

[Admin report] Bulk Data Extract Reports - overview

[Admin report] Cases and Claims Data Export

[Admin report] Account Data Export

Bulk Data Extracts

[Video] [Admin reports] Using reports in Gardiant Works

[Admin report] Overdue Items

[Admin report] Scheduled Activities Detail

[Admin report] Case Note Review

[Admin report] Accounts Mail Merge

[Admin report] Contacts (Mergeable)

[Admin report] Contacts (Printable)

Administrative Reports

[Admin report] Billing Case Note Details

[Admin report] Billing Summary

[Admin report] Invoices

[Admin report] Case Invoice Account Summary

[Admin report] Billing by Office

Billing Reports

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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