You can change what the Date Range Picker is based on by selecting among 4 options:
- Date Case Created/Referred
- Date of Incident
- Check Date
- Date Payment Entered: Based on “updatedOn” date, so the user can sort by date the “Amount” was entered into SimplifyPI. This does not have to do with if a picture of a check was uploaded.
Date Case Created/Referred #
If your office created the case, this selection will sort by the date the case was created. In the case your office was referred to the case e.g you are an attorney that was added to the case by a provider who originally created the case. Ex: [Dummy Provider Office Name] created the case John Smith 1/1/2025. [Dummy Provider Office Name] added [Dummy Attorney Firm Name] to the case 1/5/2025.
Thus, the system sees John Smith’s “Date Case Created/Referred” for [Dummy Attorney Firm Name] as 1/5/2025. Today’s date is 1/5/2025. When [Dummy Attorney Firm Name] selects “Date Case Created/Referred” and the user sorts by “Today”, John Smith will appear in the case list below.
Today, when [Dummy Provider Office Name] selects “Date Case Created/Referred” and the user sorts by “Today”, John Smith will not appear in the case list below as the system sees John Smith’s Date Case Created/Referred” for [Dummy Provider Office Name] as 1/1/2025.
Date of Incident #
Check Date #
This is the date the sending of payment was initiated. If payment was received via Paper Check, Even if payment was issued via ACH, Cash, etc, the actual date the money transfer was initiated is referred to as “Check Date”.
Date Payment Entered #
Note: If your office didn’t upload checks for the past few months, and this month you catch up and upload all checks into the system, the system will think all the payment was received this month, so if if “Date Payment Entered” is selected, it will skew this month to seem bigger than it actually was. If you are aware of a time period where you were importing old cases and payments, for that time period, it may be more accurate to go by “Check Date”
