CaseOptics
MR
Maria Rodriguez
Case Manager

Settings

Practice Information
Update your practice details
Notification Preferences
Manage how you receive notifications

Get notified when a patient misses an appointment

Receive alerts for upcoming settlement deadlines

Alert when a case has no activity for 30+ days

Receive a daily digest of case updates

User Management
Manage case managers and team members
Maria Rodriguez
maria@practice.com • Case Manager
James Thompson
james@practice.com • Case Manager
Sarah Chen
sarah@practice.com • Case Manager
System Preferences
Configure system-wide settings

Used for calculating net-to-client projections

Alert when a case has no activity for this many days