OVERVIEW

This article shows users the different areas where new Company USER ACCOUNTS can be created.

Companies represent the business entities that make requests for medicolegal services with a provider/specialist.

By containing Companies as USER ACCOUNTS:

• Companies can be reused for future cases (avoiding double-entries)
• Users can analyse the history of bookings made by the Company and their Case Managers
• Staff can organise the Company’s requirements for handling bookings and Case Manager logins

CONTENTS

• CREATE A COMPANY FROM USER ACCOUNTS
• CREATE A COMPANY FROM WITHIN A REPORTING SERVICE CASE

CREATE A COMPANY FROM USER ACCOUNTS

1. Go to the sidebar menu and select USER ACCOUNTS → Companies.
2. Click Add New Company.
3. A new Create Company window is opened. Enter profile information, where required. 
4. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

CREATE A COMPANY FROM WITHIN A REPORTING SERVICE CASE

1. Open or Create a CASE MANAGEMENT/REPORTING SERVICES case.
2. Go to section Booking Company.
3. Next to field Booking Company, hover over Add/Edit and select Add Company.
4. A new Company Detail window opens. Enter profile information, where required. 
5. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

Notes/Tips

1. Each Kawaconn case contains a navigation menu easily switch between sections. The menu is collapsible and located in the top-right area of the case. Click Navigator to expand and access a case section.
2. Whilst being newly created, only tabs General Information and Accounting & Booking Information are editable. After creation, all other sections are accessible.