The Medpay Report allows a firm to see outstanding Medpay requests and deposits.
- Filter by a specific time frame by selecting a date range and clicking Update, otherwise the report will default to the current month.
- Filter by Lead Attorney, Case Manager, or Supervising Attorney dropdowns to sort by a specific worker.
- Filter by the Team dropdown to see results for your team.
- Filter by case type, case status or case status category with the other dropdowns.
- Click the grey dropdown to the right of the case to view case details or the case assignments.
- Search for a case with the search bar.
- Sort by a specific column by clicking on the arrows next to the column heading.
- Export this report by clicking the small page with an arrow on the right-hand side.
- NOTE: This is a permission-based report, if you do not have access please contact your firm administrator.
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