We’re excited to announce a new feature that helps you stay on top of your cases by tracking the date of the latest rating decision and providing automated alerts for decisions that are approaching one year. This will help ensure timely follow-ups and prevent cases from falling through the cracks.
Automated Email Alerts: The system now automatically sends a daily email alert for cases with a rating decision older than 335 days. This helps you proactively manage your caseload and prioritize follow-ups. You can disable these alerts on a case-by-case basis.
New “Latest Rating Decision” Field: We’ve added a new “Latest Rating Decision” date field to each case. This can be set when creating a new case via the intake form or by editing an existing case.
UI Enhancements:
The main cases grid now includes a “Latest Rating Decision” column.
To help you quickly identify which cases need attention, the date in the “Latest Rating Decision” column will be highlighted in red if it’s older than 335 days.
A new “Disable Alerts” checkbox has been added to the case edit screen, giving you control over which cases trigger the automated email alerts.