Your business process
More than any other factor, the ability to configure a case management solution to reflect your business process makes the PCMS application superior.
Polonious Case Management Solution (PCMS) application gives you the framework and tool set to allow you to build your business process into our application. Key features include:
✓ Secure controlled collaborative working environment
✓ Case progress can be tracked in real time and findings can be viewed and reported on in real time in a range of formats to suit internal and external customers.
✓ Once logged in, the user’s view of the world is dependent on many factors including their role as a specialist, client, supplier or staff member and the business units they are attached to. This is completely user definable.
✓ Via the dashboard users immediately get their view of their cases with statuses and key dates identified.
✓ Users in the field can update case information directly with any device that can access the internet.
✓ Managers in the office can access the newly updated data at the press of a button and share it with internal or external clients.
✓ Clients and suppliers are always aware of the progress of their cases either by automated messaging or by logging in.
✓ The hub of the system is the shared log book. All the users have the ability to make log entries of varying types which can record user defined metrics and see appropriate entries in the system.
✓ Users can enter text, change status, and upload documents, video, or other media. They can check off completed procedures, record relevant metrics like case time, travel time, expenses or mileage traveled, proof entries made by others, record complaints or use the log entry as a basis to create a report. These metrics are user defined.
Advanced functionality
PCMS includes many advanced abilities such as;
✓ Powerful text search functions. All the data, word processing documents, spreadsheets and .PDF files are searched simultaneously.
✓ AJAX search abilities. These are the drop down menus that appear automatically when you are typing to make your selection easier.
✓ Supplier and investigator asignment list are filtered by location, certification and skills.
✓ Case time-lines with all log entries, completed procedures and key dates are viewable upon demand.
✓ Automated Text and Email reminders are provided on key dates, status changes and new log entries.
✓ Click and type SMS and Email integration with the ability to attach relevant documents.
✓ Automated creation of log entries to record all communication.
✓ The ability to attach any kind of digital data, including video and audio to the cases, the case template or to the specialist.
✓ Complete audit trail with time, date and user stamp.
✓ Document templates, including letters and updates, generated from case data that output to .doc .pdf or .odt, mail merge functionality if needed.
✓ QuickSearch ability that takes you straight to the case when you type in any of the case reference numbers like claim number, case number, date of loss, policy number, etc..
✓ WebForms allows your clients to enter cases directly onto your web page, which in turn creates a new case. Clients can give you updates or additional information, record incidents, or give further instructions.
✓ Log entries can be uploaded directly from spreadsheets.
✓ Invoices are easily generated from case data.
✓ Export data from PCMS and load it into a wide variety of formats including .pdf .doc and .xls
✓ Create “Parent -> Child” relationships between multiple cases to manage continuing cases or multiple investigation types.
✓ Define, record and track an unlimited number metrics to suit the needs of your organization.