OVERVIEW
All Reporting Services are designed with a unique workflow that is most commonly used to provide and complete the service. Checkpoints in the form of Case Statuses are utilised to identify tasks that have been completed as part of the service.
This article covers the Case Statuses of a File Review workflow.
Whilst not mandatory to follow the designed workflow, Case Statuses and tasks from the workflow are intended to be completed from left to right.
DIRECTORY
The File Review Case Statuses are broken down into 4 categories (columns).
Booking & Paperwork
The following Case Statuses are tasks that are performed in preparation of report writing.
| Case Status | Definition |
| Request Received | A Kawaconn case has been generated. |
| Request Sent to Specialist | Documentation (Letter of Instruction/Brief) has been sent to the specialist to read and understand report requirements. |
Reporting
The following Case Statuses are tasks that are performed relating to writing and submitting the report.
| Case Status | Definition |
| Dictation Received from Specialist | Audio files are submitted to the provider for typists to transcribe into a draft report. |
| Report Draft Sent to Specialist | The draft report is sent to the specialist to review and correct. |
| Report Returned from Specialist | The specialist has completed their review of the draft report and returned the edited report to the provider for final quality assurance. |
| Report Sent to CMs (Chargeable) | The final report has been sent to the assigned receiving Case Manager(s) and the service is to be invoiced. |
| Report Sent to CMs (No Fee) | The final report has been sent to the assigned receiving Case Manager(s) and the service does not require an invoice. |
Cancellation
The Cancellation status determines if the service is no longer required. Only one status can be selected.
| Case Status | Definition |
| Cancelled (No Fee) | No fee is charged to the Booking Company due to the cancellation |
| Cancelled (Chargeable) | A fee is to be charged to the Booking Company due to the cancellation. |
Invoice/Billing
The following Case Statuses identify payments made to the appropriate parties relating to the service.
| Case Status | Definition |
| Customer Invoice Processed | An invoice has been generated for the service, that is to be paid by the Paying Company (typically the Booking Company) |
| Provider Payment Processed | Payment has been organised for the specialist, based on the invoice amount and contributions to the service |
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