Mark a Case as Rejected

How to indicate a case has been rejected by the firm.

From intake

• Collect case data - name, date of injury, and phone number at minimum.
• Click Reject. 

• A prompt will appear asking to provide a reason for rejecting the case. This information will appear on the Rejected Cases Report.
• Choose the reason from the drop-down menu and click Save.

• To see the rejected case, navigate to the Reports Tab in the main menu and select Rejected Cases.

From Intake Management

• Navigate to the Management Tab under the main menu.
• Select Intake.

• Search for the desired case, you can also filter by intake worker using the drop-down menu next to the search box.
• Select the arrow at the end of that case row and click Reject.

• Choose the reason for rejecting the case from the drop-down menu and click Save.

• To see the rejected cases navigate to the Reports Tab in the main menu and select Rejected Cases.

From the case

• Click the three lines icon next to the case status at the top right of the page.
• Select Rejected from status drop down menu.

• The case status on the top right of the page will change to Rejected.