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Case Review Report
Updated over 6 months ago

Feature available on CASEpeer Advanced

The Case Review Report is an efficient way to track high-value cases and easily evaluate and prioritize your cases through regular case reviews.

  • The Case Review Report includes the total number of cases, length of time a case has been open, case grades, total medical bills, property damage, liability status, liability and UM/UIM policy limits, treatment status, date of last review, and last date of client communication.

  • Select the pop-out icon next to each case to easily review case details in a separate window.

  • Filter by Dates, Case Status, Worker Roles, Case Type, Case Grade, and Case Age. NOTE: Clients using Office Suite Reporting through CASEpeer Advanced will also have the ability to filter by Offices and Teams.

  • Sort by a specific column by clicking on the column heading.

  • Export this report to CSV by clicking the "Export" button on the right-hand side.

  • This is a permission-based report, if you do not have access please contact your firm administrator.

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