How to indicate a case has been rejected by the firm.
From intake
Collect case data - name, date of injury, and phone number at minimum.
Click Reject.
A prompt will appear asking to provide a reason for rejecting the case. This information will appear on the Rejected Cases Report.
Choose the reason from the drop-down menu and click Save.
To see the rejected case, navigate to the Reports Tab in the main menu and select Rejected Cases.
From Intake Management
Navigate to the Management Tab under the main menu.
Select Intake.
Search for the desired case, you can also filter by intake worker using the drop-down menu next to the search box.
Select the arrow at the end of that case row and click Reject.
Choose the reason for rejecting the case from the drop-down menu and click Save.
To see the rejected cases navigate to the Reports Tab in the main menu and select Rejected Cases.
From the case
Click the three lines icon next to the case status at the top right of the page.
Select Rejected from status drop down menu.
The case status on the top right of the page will change to Rejected.