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Case Clinical Regression Plan

Use this checklist to complete each portal and feature. For each section:

  • Verify documentation completeness and accuracy
  • Create regression test tickets for functionality
  • Sign off on testing completion

Legend:

  • pending [x] done

Website​

Learn More​

  • docs/website/learn-more/
    • Learn More - Learn more about Case Clinical
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Admin Portal​

Dashboard​

  • docs/admin-portal/dashboard/
    • Servicing Collections - Collections dashboard and legal case summary
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Negotiations - Settlement negotiations and financial management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/admin-portal/legal-case-overview/
    • Related Cases - Case relationship management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Records - Medical records management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Property Damage - Property damage tracking
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Medications Tab - Medication management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Previous Medical Records - Historical records
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Quick Order Requests - Treatment Services​

  • Transportation
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Translation
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Skilled Nursing
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Pharmacy
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Home Health
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Emergency
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • DME
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off

Quick Order Requests - TBI Facilities​

  • VNG
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • TBI Analytics
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Neuropraxis
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Ketamine
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • CNS
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Audiology
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off

Vetting Questions​

  • MVA Screen
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Premise Liability
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off
  • Product Liability
    • Documentation Signed Off
    • Regression Tickets Created
    • Regression Signed Off

Vendor Management​

  • docs/admin-portal/vendor-management/
    • Overview - Vendor management system
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Contact Details - Contact information management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Locations - Location management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Vendor Form - Vendor form management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Servicing​

  • docs/admin-portal/servicing/
    • Overview - Servicing module overview
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Case Statusing - Case status management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
    • Balance Request - Balance request processing
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Membership Card​

  • docs/admin-portal/membership-card/
    • Membership card management system
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Attorney Portal​

Dashboard​

  • docs/attorney-portal/dashboard/
    • Attorney dashboard and analytics
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Activity Feed​

  • docs/attorney-portal/activity-feed/
    • Activity feed and notifications
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Appointments​

  • docs/attorney-portal/appointments/
    • Appointment scheduling and management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Authorizations​

  • docs/attorney-portal/authorizations/
    • Authorization request management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/legal-case/
    • Legal case management system
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/legal-case-list/
    • Legal case listing and filtering
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/legal-case-overview/
    • Legal case overview and details
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Negotiations​

  • docs/attorney-portal/negotiations/
    • Settlement negotiations management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Status Requests​

  • docs/attorney-portal/status-requests/
    • Status Request List - Status request management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/provider-search/
    • Provider search and selection
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Records Management​

  • docs/attorney-portal/records/
    • Medical records management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

User Management​

  • docs/attorney-portal/login/
    • Login and authentication
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/profile/
    • User profile management
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off
  • docs/attorney-portal/sign-out/
    • Sign out functionality
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Email Integration​

  • docs/attorney-portal/email/
    • Email integration and communication
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Global Features​

  • docs/attorney-portal/global/
    • Global features and settings
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Provider Portal​

Eligibility​

  • docs/provider-portal/eligibility/
    • Eligibility Check - Insurance eligibility verification
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Sign Out​

  • docs/provider-portal/sign-out/
    • Sign Out - Provider sign out functionality
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Medical Records​

Overview​

  • docs/medical-records/
    • Overview - Medical records management overview
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Queue Management​

  • docs/medical-records/queue/
    • Queue - Medical records processing queue
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Patient Portal​

Patient Management​

  • docs/patient-portal/
    • Patient portal features and functionality
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Specifications​

Vendor Management Specs​

  • docs/specs/vendor-management/
    • Vendor Management - Technical specifications
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off

Patient Management Specs​

  • docs/specs/patient-management/
    • Patient Management - Technical specifications
      • Documentation Signed Off
      • Regression Tickets Created
      • Regression Signed Off