With electronic communications become more essential than ever during the lockdown, we have now provided the means of updating the email signature which is automatically added to every email sent from progress mediation. The template editor is the same used for editing the letter and email templates without support for fieldcodes to be added.
We’ve added a number of new reports including MIAM Conversion, closed by location, intakes per location, client no shows, date of proof between dates (for legal aid) and missed appointments between dates.
New multi-disbursement functionality has been released for beta testing, which will enable mediators to enter multi-disbursements, linked to specific intake and mediations to assist with legal aid claims.
Updates for the Word generated reports for Work in progress for MIAM and Mediation cases.
Adding new fieldcodes for client and partner next appointment in 14 days. These can be used in letter / email templates to define the next appointments.
Update for invoice_description fieldcode to include search and replace for pound sign
Next client intake and mediation appointment fieldcodes added which can be used within letter / email templates
We’ve implemented archiving for the Doc U Store (our integrated version similar to DropBox) across our entire product range, to enable the unwanted items. Doc U Store are made available for non-case specific documents, as attachments to emails sent from Progress. To provide a full audit trail, these items cannot be removed but instead can be archived from the current selection when no longer relevant.
We have always maintained that letter / email templates are an important key to improving case management efficiency. However having templates available is only the starting point – ensuring that they are up-to-date so that they continue to be effective is just as important. Over the past couple of months we’ve been developing a system which maintains the XML structure of the templates for speed, efficiency and providing the ability to pull case information in via fieldcodes. We’re thrilled to unveil it to you today! The tool now incorporates a window containing all the available fieldcodes which can be copied and pasted into the templates. Our beta testing feedback from mediators has received great feedback: “I’ve tested it and it works – in fact I think it is brilliant. I tried adding a field code into a template and it worked a treat.” We believe that this is going to help take templates in Progress Mediation to bring greater efficiencies to case management.
We’ve now introduced new warning images for client / partner notification when emails are selected from the dropdown boxes during email creation. Also if both client & partner are selected from the dropdown a warning message is displayed. This helps ensure that emails are only sent to the correct addressee.