CaseCompass User Guide Library
Welcome to the CaseCompass User Guide Library! This comprehensive collection of guides will help you navigate and use every feature of the CaseCompass legal case management system.
Getting Started
Dashboard Overview
What you'll learn: Understand your dashboard at a glance, view key statistics, filter work items, and interpret charts and visualizations.
Topics covered:
Navigation Overview
What you'll learn: Navigate the CaseCompass application efficiently using the main navigation menu.
Topics covered:
My Files Panel
What you'll learn: Quickly access and manage your recently opened case files.
Topics covered:
- Opening and closing the panel
- Switching between files
- Removing files from the list
- Drag-and-drop reordering
Core Features
Case Files Guide
What you'll learn: Manage your case files with comprehensive search, filtering, and editing capabilities.
Topics covered:
- Case files grid features (sorting, filtering, pagination)
- Creating and editing case files
- Patient information management
Tasks Guide
What you'll learn: Create, manage, and track work items and tasks across your cases.
Topics covered:
- Tasks grid with advanced filtering
- Creating and editing tasks
- Task types, categories, and priorities
- Provider integration
- Clone and complete feature
- Rich text descriptions
Appointments Guide
What you'll learn: Schedule and manage patient appointments with providers using calendar and grid views.
Topics covered:
- Calendar views (Day, Week, Month, Agenda)
- Grid view with advanced filtering
- Creating appointments (including double-click)
- Recurring appointments
- Provider and location management
- Creating new patients from appointments
- SMS reminder opt-out
- Copy appointment details
Case File Details
Case File Tab Guide
What you'll learn: Navigate and use all 11 sections within an individual case file.
Topics covered:
- File header and navigation
- Tasks - Case-specific work items
- Intake - Injury and accident details
- Appointments - Calendar and scheduling
- Payables - Invoice tracking
- Receivables - Deposit management
- Balance - Balance due statements
- Documents - File management and uploads
- Authorizations - Provider funding tracking
- Sign Requests - Electronic signatures
- Compliance - Checklist tracking
- Surgical - Surgery-specific information
Contact Management
Law Firms Guide
What you'll learn: Maintain your directory of law firm contacts and relationships.
Topics covered:
- Law firms grid with filtering
- Creating and editing law firms
- Contact information management
- Rich text notes
- Audit logs
Providers Guide
What you'll learn: Manage your healthcare provider network and relationships.
Topics covered:
- Providers grid with extensive filtering
- Creating and editing providers
- Provider types (multi-select)
- Master provider relationships
- Multiple locations and addresses
- Toggle billing filter
Guide Features
All guides in this library include:
✅ Step-by-step instructions - Clear, numbered steps for every task
✅ Screenshot placeholders - Locations marked for visual references
✅ Common workflows - Real-world usage examples
✅ Tips & best practices - Expert recommendations
✅ Troubleshooting - Solutions to common issues
✅ Field descriptions - Complete explanations of all form fields
Quick Reference
Most Common Tasks
| Task | Guide | Section |
|---|---|---|
| View my work for today | Dashboard | Dashboard Overview |
| Find a case file | Case Files | Filtering |
| Create a new case | Case Files | Creating Case Files |
| Add a task | Tasks | Creating Tasks |
| Schedule an appointment | Appointments | Creating Appointments |
| View case details | Case File Tab | File Hub Navigation |
| Upload a document | Case File Tab | Documents Section |
| Add a provider | Providers | Creating Providers |
| Track invoices | Case File Tab | Payables Section |
| View balance statements | Case File Tab | Balance Section |
Grid Features (Common Across Pages)
Many pages in CaseCompass use data grids with consistent features:
Sorting
- Click column header once for ascending sort
- Click again for descending sort
- Click third time to remove sort
Filtering
- Use filter bars below column headers
- Type text for "contains" search
- Use dropdowns for specific values
- Use date range pickers for date columns
Persistence
- Column widths, order, and visibility saved
- Filter values remembered
- Sort preferences stored
- Settings saved per grid, per user
Actions
- Add - Create new records
- Edit - Modify existing records
- Delete - Remove records
- Export - Download to Excel
- Column Chooser - Show/hide columns
- Reset - Clear all filters
Getting Help
Within the Application
- Look for tooltips on hover
- Check field labels for guidance
- Use validation messages for corrections
Additional Support
- Contact: CaseCompass Support
- Screenshots: Always helpful when reporting issues
- Error Messages: Copy exact text when requesting help
- Context: Note which case file or record you're working with
Document Versions
All guides are current as of November 2025. Features may vary based on:
- Your user role and permissions
- System configuration
- Enabled features for your organization
Last Updated: November 2025