Referral & Intake
- Carrier/TPA/attorney source tagging, claim number, jurisdiction, injury type capture
- Caseload dashboard with active/pending/closed views
- Sub-2-second filter/search at tier case limits
Features
From referral intake to carrier billing — built for the CRC and CDMS workflow, not adapted from a generic case-management platform.
Practice Owner, 6-counselor firm
Scans the overdue-deadline widget each morning.
Senior CRC
Builds a TSA and generates a report shell without touching billing.
Junior CRC / Case Coordinator
Logs time from her phone between client visits.
CDMS Consultant / TPA reviewer
Reviews a shared case read-only via a viewer link.
| Today (spreadsheets + Word + Access + a per-seat analytics tool) | With Rehabilitation Management Suite | |
|---|---|---|
| TSA drafting | Manual crosswalk lookups across a separate analytics tool | Built-in TSA worksheet builder against the embedded O*NET/DOT crosswalk |
| Deadline tracking | Shared calendar reminders, easy to miss | Jurisdiction-specific automated reminders + overdue alert queue |
| Billing | Manual spreadsheet reconciliation | Fee-schedule-coded time capture → invoice generation → billing dashboard |
| Tool spend | 3–4 disconnected point tools | One subscription |
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