Add/ Edit Booking Company and CM

In an IME, section Booking Company and CM (Case Manager) provides general information about the party requesting the booking and report. The information provided and their relevance include:

• Booking Company - the party who requested the report (law firms, insurers, self-insurers, etc.)

• Booking CM - the individual who made/requested the booking and best contact for communications involving the case

• Booking Solicitor (if required) - the solicitor/lawyer with carriage of the matter

• Sub-Booking Contacts (if required) - a secondary party involved with the case (e.g. law firm’s client)

• Report Receiving Contacts - recipients of the completed report (via email)

User Accounts in Booking Company and CM

In Kawaconn, you can create User Accounts to store company and contact information to reuse for future cases. The following fields store user accounts in Booking Company and CM:

• Booking Company

• Booking CM

• Booking Solicitor

How to Add a New User Account in a Case

1. Hover over the corresponding user’s Add/Edit and select:

   • Add Company - creates a new Company

   • Add Case Manager or Add Solicitor - creates a new Case Manager

Note: A Booking Company must first be added into the case before you can a new Booking Case Manager or Solicitor.

2. A new user account page opens. 

3. Enter details, where required (in General Information). Note mandatory fields to enter per user account.

   • Company - Name, (Country’s) State, Business Type

   • Case Manager - Name, Email

4. Click Save and the newly created account gets added into the case.

How to Edit an Existing User Account in a Case

1. Hover over the corresponding user’s Add/Edit and select Edit “User Account”.

2. Update fields (as required).

Tip: In a User Account, click View changes to view all changes made to any related details.

4. Click Save. The user account’s page closes and goes back to the case.

How to Setup your Report Receiving Contact(s)

 To fill in the necessary information in this section, follow these steps:

Once you enter the Booking CM, Report Receiving Contact 1 will be updated automatically to the same individual.

• If you wish to change the automatic contact to a different contact, replace the recipient in Report Receiving Contact 1.

• If you wish to send the report to 2 different contacts, enter the 2nd recipient in Report Receiving Contact 2.

Tip: If the recipient’s name does not appear, you can create a new Case Manager as instructed above, or go to USER ACCOUNTS > Case Managers > Add New Case Manager.