OVERVIEW

This article covers how users can create a new File Review case.

File Reviews are for situations where the Booking Company/Case Manager is requesting a report but does not require the need for their Client to have an assessment with the specialist (enough information is provided in the paperwork/brief to write the report).

CREATE A FILE REVIEW BOOKING

1. Create a new File Review using any of the following areas:
   • Dashboard -> Book a Service -> File Review
   • Reporting Services -> File Review -> Add New Case
2. Fill in all required information for the new File Review case and select Create to save.
   • As default, once the File Review case is created, a confirmation email is sent to the Booking Case Manager (TEMPLATE_85A). If required, you can untick the checkbox in section Booking Confirmation & Paperwork Status
   • Once created, the new case is added to the File Reviews database and given a new and unique Kawaconn Case ID