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Review a job

  1. Open Review in the sidebar.
  2. Click Filter. Use Assigned to me to see only your jobs. Add Job Status or Channel filters to narrow further.
  3. Click a job row to open it.
  4. In the intake section, review each pending row:
    • Accept — the value becomes trusted.
    • Ignore — the value is cleared; trusted stays unchanged.
  5. Click Save Pending when all rows are addressed.
If trusted already has the correct value, Ignore redundant pending rows. No need to re-accept what’s already right.

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Apply to all SPDs

For fields that apply across SPDs (Surgeries/Procedures/Drugs), check Apply to All SPDs to set a single value across every SPD on the case. When checked:
  • Per-SPD fields lock and the bulk value takes over.
  • If SPDs currently have different values, you see a warning: “SPDs currently have different values. The value you enter above will replace all of them when you save.”
  • Saving overwrites all existing SPD values for that field.
Uncheck it to edit each SPD individually.
Apply to All SPDs replaces every existing value for that field across all SPDs. Make sure the value applies universally before saving.

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Add an SPD

If no SPDs exist on a case yet, create one directly from intake:
  • In manufacturer-scoped fields, click + Create an SPD in the field footer.
  • Or open the Target SPD dropdown and select Create new SPD record.
This opens a dialog where you pick the manufacturer. The new SPD is staged in memory until you commit — it won’t be created on the server until you save.

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Find a Client File

  1. Open Client Files in the sidebar.
  2. Click Filter. Choose a Project, use Assigned to filter by case manager, or filter by specific field values.
  3. Click a Client File to open its detail view.

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Make a call or send a form

Use the Outbound page to initiate a call, SMS, or form interaction with a Client File.
  1. Open Outbound in the sidebar.
  2. Select a script and a report.
  3. Choose a Client File from the report.
  4. For calls: confirm the phone number and click Call.
  5. For forms: select SMS as the channel and choose a form script. The message template appears in the right column — edit it if needed, then send. The client receives a text with a link to a mobile-friendly form they fill out directly.
Once the interaction completes, a job appears in the Review queue.

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Push data to your CRM after reviewing a job

  1. Complete intake — accept or ignore all pending rows, then save.
  2. Open the field mapping dialog on the job.
  3. Pick which trusted values to write back.
  4. Confirm and submit.
Your admin configures which fields are available for write-back.

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Invite a team member

  1. Open Settings → Users.
  2. Click Invite user.
  3. Enter their name and email, select a role, and submit.
They’ll receive an email with a sign-in link.