Diary & Calendar System
- The W5 diary is an easy to use appointment and task management system.
- W5 users can maintain appointments, tasks, and record other important deadlines and reminders.
- Each entry can be set for any date/time.
- Events that recur on a regular schedule can be automatically rescheduled for the next date by the diary system.
- As a user manages their diary entries the diary can be used to assist in time and expense recording.
- Since diary entries can reference claims, the diary system can present a diary for any claim, providing the users with a claim specific schedule of tasks and appointments.
Example: Claims are entered into the W5 database as they come into the office.
As a claim is entered it may or may not be assigned to an billable resource. However, it does
need to be reviewed by someone so a “review new claim” task referencing the
new claim is entered into the appropriate persons diary. The reviewer opens the claim
information from the diary, reviews the available data and assigns the claim to the
appropriate billable resource via the “new claim” diary notification task. The reviewer
closes the diary entry and if appropriate, records their time spent on the file.
The billable resource who is now assigned to the claim will be notified in their diary that
they have a new claim.
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