Are there manual tasks your staff (or your clients) have to do on every case? Do you find yourself delivering the same messages to clients on a regular basis? Are you constantly reminding clients to check the status of their case? If any of these are true, our advanced features can drive significant efficiency for your team, and improve client engagement and satisfaction as well. There are a few key tools available to all Case Status customers:
- Message Templates
- Checklist Templates
- Practice Area Automations
Message Templates
Think of Message Templates as your bread and butter tool--it can be used manually on a single or series of cases, again and again, and can be automatically delivered to clients at a specific point in case journey(s). If you have ever used a form letter and dropped in a few key notes, you will instantly see the value in creating a series of Message Templates for your team to use. In addition to the efficiency gains of not having to draft messages each time you need to communicate with a client, you are able to use a common voice, and deliver a common message each time, further reinforcing your brand.
Checklist Templates
If your team *or* your clients ever have to perform the same tasks in a repeated manner, Checklist Templates will give you a standard set of tasks every time. The beauty of Checklist Templates is they can be used in a variety of cases! If, for example, you wanted to provide a standard task list for all clients in the first stage of your case journeys, you could build a single "Onboarding" Checklist Template and pull it into each case when setting up the case, saving your team time, and providing a consistent task list for your clients every time.
Practice Area Automations
Automating key tasks for a Practice Area is the final touch, and for most of our customers, unlocks the biggest value from Case Status. There are a variety of automations types available, and they each can satisfy a few specific use cases:
- No Case Changes: used to bridge any communication gap between stage updates or manual messages
- Recurring Message: used as a standard reminder to clients to pay their invoice, seek medical treatment, record their activity, and so much more
- Date Based Message: primarily used to wish clients a happy birthday, but will soon be available to use on any date you specify
- Single Message: used to trigger a single message at a specific point in the case journey
- Single Message based on NPS: used to trigger a single message if a client provides a specified score
Use of any / all of these features drives significant value for your team, and once you understand how these can be applied in practice, you will see many examples across your practice areas where you can apply and re-apply these tools. To discuss how to use these features, how they apply to your practice areas, or learn about best practice applications for each feature, please contact our team here to setup an Optimization session.
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