In Vera every case has a clientpage available where you can share documents and actions such as; call & email logs as well as notes. Through this page, your client can follow up on the progress of the case easily and if wanted, even send a message to the case manager.
Each client page will have the general case information, such as case reference, status, description, creation date and address. Below the general information, there is a timeline and an action button. In the timeline the client can follow up on all the actions the case manager chooses to share.
Possible items to share in the timeline consist of:
- Email log
- Phone log
- Notes
- Detailed notes
- Documents
From within a case, it is also possible to request a document from the client. The client in turn can deliver said document via the 'Action' button on the clientpage.
When a document has been requested, the client will get a red action message to notify them they can upload a document. Via the action button, they can do so.
Under the action button the client also has the ability to send messages to the case manager for example; to request an update or answer question/give extra information.
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