Export Data out of CaseJacket

Step OneĀ 

  • Go to your DASHBOARD
  • Click on the CASE you wish to EXPORT
  • Click on the LAST TAB > ‘Entire View’

 

 

 

  • Click on the BLUE ‘Export Entire Case’ Button

 

 

 

  • It will DOWNLOAD everything EXCEPT ‘Uploads’
  • Save File

Step Two

  • In the Case you are currently exporting, click on the UPLOADS button
  • Click on the GREEN ‘List View’ Button
  • Click the “Check All” BOX
  • Click the GREEN ‘Download Selected’ Button
  • All Uploads related to this case, will be downloaded to a ZIP file

 

 

Formatting Case Notes

Formatting Case Notes Example

###------------------ Case Specifics ------------------###
(add case specifics here)

###------------------Subject ------------------------- ###
**Primary Subject:**  `    `

**Address:** `    `

**Date of Birth:** `    `

**Claimants Physical Description:** `    `

**Injury:** `    `

**Restrictions:** `    `

**Claim Number:** `    `

**Case Contact:** `    `

**Scheduled:** `    `

**Assigned PI:** `    `

**Surveillance Working Days:** `    `

**Surveillance Hours Per Day:** `    `

**Case Type:** `    `

###------------------ Inv. Notes ------------------###
(add notes here)


###------------------ Case Manager Notes------------------###
(add notes here)