Frequently Asked Questions
How do we send past due CSR Reports
Past Due Reporting can be sent using the Report -> LRS -> Case Status - Case Reporting is Past Due. The CSR Past Due Report is similar to the "Case Status Report (Disposition)" except the Overdue Notice has a different Message Body Content.
IMPORTANT: The "Case Status Report (Disposition)" must be sent out first for the Past Due Report to work correctly!
Please verify the email message templates under: Settings -> Internal -> System Emails
70 - LRS - Overdue Report to Attorney (PDF)
71 - LRS - Overdue Report to Attorney (Secure Login)
Start Date:
(Use the created date of your oldest open case)
End Date:
(Use the date prior to your last sent "Case Status Request")
Choose a Case Reporting Preference:
(Each category will only select cases for the members that have chosen each method of case updating.
Also check out the LRS Reconciliation Report.
The Recon Report should be sent once a year to check for any re-opened or missed cases.