SimplifyPI offers enhanced flexibility by allowing users to modify case statuses for both providers and attorneys. This feature empowers users to efficiently manage case progression, ensuring accurate and up-to-date information within the platform.
Updating the attorney’s case status:
Step 1: Access the desired case and navigate to the “Main” tab.
Step 2: Click the pencil icon next to the “Atty. Status” field to update the status based on the latest information received from the attorney.
Step 3: Once the desired status is selected, click the confirmation icon to save the changes.
Updating the provider’s case status:
Step 1: Access the desired case and navigate to the “Providers” section.
Step 2: Click the pencil icon next to the provider’s case status field to update the status based on the latest information on the case.
Step 3: Once the desired status is selected, click the “Submit” button to save the changes.
Note: To prevent other offices from editing your status, go to “Settings” and uncheck the box next to the “Change my status” option. Remember, if another office unchecks this option, you won’t be able to edit their status either.
