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Building the case

Case Manager

Keeps clients treating and informed — check-ins, appointments, gaps in care, messages.

1:44 · 8 steps · narrated, with captionsShort on time? The 1:04 version

The walkthrough

Case managers keep injured clients treating and informed: check-ins, appointments, gaps in care and messages, across a large caseload. Here is a case manager's day in LitAxis.

  1. 01What's due today

    The day starts with what's due: today's deadlines and tasks across every one of the case manager's matters, instead of opening files one by one.

  2. 02My tasks

    Then the task list: every open task assigned to them, soonest first. Tasks come from workflows, from Autopilot and from colleagues.

  3. 03Clients who've stopped treating

    This queue shows clients with a gap in care or no recent visit. Adjusters use treatment gaps to discount a claim, so these are the calls to make this week.

  4. 04The client's treatment

    On a client's file, the treatment timeline shows every visit by provider and date, past and upcoming, so it's clear at a glance whether they're keeping appointments.

  5. 05How the client says they feel

    Clients log how they feel from the portal, and the check-ins are charted over time. That's a dated record for the demand, and an early warning when a client drifts.

  6. 06Messages from the client

    Client messages arrive in a secure thread on the matter. The case manager answers here, and the whole team sees the history.

  7. 07What to do next

    LitAxis reads the file and suggests next actions, such as requesting records or scheduling a follow-up. The case manager accepts or ignores each one.

  8. 08Autopilot across the caseload

    Across the caseload, Autopilot lists the issues it found, most urgent first, including files whose treatment has ended and are ready for records and a demand.

Clients who keep treating, and files that keep moving. That's case management in LitAxis.

In the productCase

The short version

Case Manager in 1:04

4 of the 8 steps: What's due today, Clients who've stopped treating, How the client says they feel, What to do next.

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