Receive Final File Review
OVERVIEW
Once the records are finalised, they will be sent to the designated recipients. This article explains how Case Managers can assign report recipients and access the supplementary final report.
DESIGNATE REPORT RECIPIENTS
- Go to the Booking Company/Request Funding and CM section.
- Choose another Case Manager from the same Booking Company for:
- Report Receiving Contact 1
- Report Receiving Contact 2 (if applicable)
- Click Save to store the information.
Note: If Report Receiving Contact 1 is left blank, the report will be sent to the Booking Case Manager’s email (your email).
RECEIVE FINAL REPORT
- Go to the Dictation & Report section.
- Navigate to the Final Report to CMs sub-section.
- There are two ways to share the Final Report in Kawaconn software:
- Attached Final Report: The report is available for download, and you can use OpenAI to summarize the document.
- Share Download Link: Provides a direct link to access the report.
Additionally, if any modifications are needed, the Amended Report can be updated and attached in the Attached Amended Report field.
