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Clinical Findings Updates

Overview​

Clinical Findings Updates appear when one of the client’s reports contains a new clinical finding that may impact the case. These entries alert attorneys and case managers to review the latest findings promptly.

Clinical Findings Updates

What each card shows​

  • Title: "Clinical Findings Updates".
  • Case context: Client name(s), incident type, incident date, and firm name.
  • Buttons:
    • View Clinical Findings: Opens the latest findings for detailed review.
    • Read: Marks the item as read/acknowledged in the feed.
  • Timestamp badge: Relative time since the finding was logged (e.g., "1 week ago").

Behavior​

  • Trigger: New or updated clinical findings are added to the case record.
  • Visibility: Entries show for cases you have access to and remain for history until acknowledged.
  1. Click View Clinical Findings to review the newly surfaced details.
  2. If follow-up is needed (e.g., additional treatment, record requests, or case valuation updates), coordinate with the provider and update internal notes.
  3. Click Read to acknowledge and clear the alert from your unread items.

Tips​

  • Search: Filter by client or incident details visible on the card.
  • Collaboration: Share key updates with your team as required by firm workflow.

Troubleshooting​

  • Buttons not opening findings? Refresh and try again; confirm you still have access to the case.
  • Don’t see an expected update? Clear search and scroll; verify the provider finalized and published the finding.