Activity Feed Overview

Summary

The Activity Feed centralizes important case events and communications for attorneys and case managers. Each entry summarizes what happened, who it involves, and the next action to take. Use the sections below to learn what each card means and how to respond.

Table of contents

Appointments

• Appointment Reminders
• Appointments — Confirmed
• Appointments — Checked In
• Appointments — Canceled
• Appointments — No Show
• Appointments — Rescheduled

Notifications and Requests

• Notifications — Reminders
• Case Statusing Requests
• Pending Signatures

Records and Findings

• Medical Record / Billing Updates
• Clinical Findings Updates

Referrals and Patient Requests

• Patient Request to See New Provider
• Referral That Need Scheduling

Messages

• Messages — Email
• Messages — SMS

Tasks

• Tasks — All (To Do)

Settlement

• Settlement Offer Updates

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Tip: Use the left navigation to jump directly to any category. Within each page, you’ll see an overview, annotated screenshot, field definitions, behavior, recommended actions, tips, and troubleshooting.