CaseCompass Intake Quick Reference Guide

Essential Information for Daily Use

Quick Start Workflow

1. Access Dashboard

  • Log in with CaseCompass credentials
  • Navigate to Intake by clicking the Intake button in the left navigation bar

2. Review Submissions

  • Check Pending tab for new submissions
  • Click submission to view details
  • Review all information sections

3. Make Decision

  • Accept: Create case file
  • Reject: Decline submission

4. Create Case File (if accepting)

  • Complete case file form
  • Verify required fields
  • Submit to CaseCompass

Required Fields Checklist

Patient Information

  • First Name*
  • Last Name*
  • Phone Number*
  • Address*
  • Law Firm* (from dropdown)

Case Information

  • Case Manager* (from dropdown)

Status Meanings

Status Description
Pending New submission awaiting review
Accepted Converted to case file
Rejected Declined, no case file created

Common Field Formats

Phone Numbers

  • Format: (555) 123-4567
  • Must be: Exactly 10 digits with parentheses and dash

Email Addresses

  • Format: user@website.com
  • Must include: @ symbol and valid website domain

Dates

  • Format: MM/DD/YYYY
  • Example: 01/15/1980

Quick Troubleshooting

Form Won't Submit

  1. Check all required fields (red asterisk *)
  2. Verify phone number format
  3. Ensure law firm is selected
  4. Confirm case manager is chosen
  1. Select law firm before attorney
  2. Use search function in dropdowns
  3. Clear and re-select if needed
  4. Contact admin if options missing

Loading Problems

  1. Refresh page (Ctrl+F5)
  2. Clear browser cache
  3. Try different browser
  4. Try incognito mode
  5. Check internet connection

Best Practices

Daily Workflow

  • Process submissions promptly
  • Review all sections thoroughly
  • Double-check required fields
  • Save work frequently

Data Quality

  • Verify patient names and contact info
  • Match law firms carefully
  • Assign appropriate case managers
  • Note any discrepancies

Error Prevention

  • Use supported browsers (Chrome, Firefox, Safari, Edge)
  • Keep browser updated
  • Avoid special characters in text fields
  • Take screenshots of completed forms

Data Flow Process

Intake Form Submission
         ↓
Dashboard Review
         ↓
Accept/Reject Decision
         ↓
Case File Form (if accepted)
         ↓
CaseCompass Integration
         ↓
Patient & Case File Created

Case File Form Sections

Patient Information

  • Personal details (name, phone, email)
  • Demographics (gender, DOB, language)
  • Address information
  • Minor status checkbox
  • Law firm selection (searchable dropdown)
  • Attorney selection (filtered by firm)
  • Law firm contact
  • File numbers and dates

Case Information

  • Case manager assignment
  • File dates and timeframes
  • Treatment and surgical flags
  • Responsible party details

Common Errors & Quick Fixes

Error Message Quick Fix
"Please fill in all required fields" Check for empty required fields (red *)
"Please enter a valid phone number" Use (555) 123-4567 format
"Please enter a valid email address" Use user@domain.com format
"Please select a law firm first" Choose law firm before attorney
"Failed to submit case file" Check internet, retry in 5 minutes

Browser Compatibility

Supported

  • Chrome (latest)
  • Firefox (latest)
  • Safari (latest)
  • Edge (latest)

Not Supported

  • Internet Explorer
  • Very old browser versions
  • Mobile browsers

Information Hierarchy

Review Priority Order

  1. Patient Identity: Name, DOB, contact info
  2. Legal Representation: Law firm, attorney
  3. Incident Details: Date of loss, circumstances
  4. Medical Information: Injuries, treatment status
  5. Insurance Details: Policy information
  6. Additional Notes: Essays, special circumstances

Decision Criteria

Accept if:

  • Complete required information
  • Viable case for representation
  • Accurate and consistent data
  • Meets other criteria set by your organization

Reject if:

  • Missing critical information
  • Doesn't meet criteria set by your organization
  • Duplicate or fraudulent submission

Security Reminders

Data Protection

  • Log out when leaving workstation
  • Don't share login credentials
  • Report security concerns immediately
  • Use secure internet connections

Privacy Compliance

  • Handle patient data with care
  • Follow HIPAA guidelines
  • Secure physical workspace
  • Report data breaches immediately

When to Escalate

Immediate Escalation

  • System completely unavailable
  • Data loss or corruption
  • Security incidents
  • Critical case processing failures

Standard Support

  • Individual case issues
  • Form functionality problems
  • Data synchronization delays
  • Training questions

Documentation Requests

  • Process improvements
  • Missing information
  • Unclear procedures
  • System enhancement ideas

Need Help?

If you encounter issues not covered in this guide:

  1. Contact CaseCompass support via support@casecompass.com
  2. Provide specific error messages
  3. Include screenshots if helpful

Last Updated: December 2025