How you recover a forgotten password will depend on if your business uses local logins or Microsoft Single Sign On, SSO If you’re using local logins to access Case Manager,...
How to configure the case list grid for new Case Manager users All users can create and edit the view they see in Case Manager. By default, new users will...
If I accidentally delete or remove text from a plain text case note or formatted text document, can this be recovered? If a plain text note or formatted text document...
Web Version Document Handling and Extended Functionality. I can’t seem to open documents from the Web Version of Case Manager? Handling documents from the Web Version of Case Manager can...
Case Manager features a handy utility that allows you to generate invoices in bulk. Rather than manually creating invoices one by one on each case, you can use the Invoice...
Importing Payments in Bulk Did you know that you can bulk import payments into Case Manager? Custom Reports such as the ‘MediPass Invoice Export’, ‘NDIS Invoice Export’, ‘MYOB Invoice Export’,...
Why do I lose my document changes? What are these icons for? What is a locked document? A locked document is a document that has been locked by a single...
Previous versions of Case Manager required the User to have Windows Administrator privileges in order to launch the VPN Utility. Users were typically presented with the Windows UAC prompt (pictured...
Case Manager Utilities - The Estimate Rate Adjuster With the EOFY fast approaching, billing charges may need to be updated. The Estimate Rate Adjuster speeds up this process by allowing...
In Case Manager, an Estimate tracks your spending as you provide the services that you and the payer have agreed on. Estimates can manage single services, fixed quote services and...
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