1) CRMC has added a new security feature labeled “Payment” on the person page for each law firm user. Those provided permission by the firm’s administrator will have access to the following reports:
EFT Check/Detail page
EFT Summary page
Accepted offers detail/summary reports
Outstanding offers report
Pending Expiration Report
Executive Summary
The executive summary report is new and contains confidential settlement dollar information which is why the payment security feature has been added. Administrators, you will need to set this security parameter for only those personnel you wish to grant access to.
2) Addition of “Action By” drop-down on the claim listing page. This allows you to locate claims for a Trust that require attention by the firm.
3) An updated User Guide has been posted.