Dashboard

The Dashboard is an overview of the applications that you or your agency is currently working on. Also the Dashboard provides a quick glance of the entire portal having briefings of projects, resources & dates.

To learn more about the Dashboard, click here

The Service Level Agreement or SLA provides a turn-around time for Servicers and Counselors to create, submit, review cases as well as to update the case status.

To learn more about the Service Level Agreement Generated Alerts, click here

Counselors will be able to view announcements regarding internal news and/or updates from within their agencies.

To learn more about the Announcement, click here

The Help Tab can be found next to the Admin tab on the dashboard and it is where the user can find the different User Manuals, which explains the features of RxOffice^® in more detail.

To learn more about the Help Tab, click here

The Escalation tab can be found at the upper right hand corner of the dashboard (seen in the screen shot below), which contains the escalation contacts for each Servicer.

To learn more about the Escalation Tab, click here

The Reminder tab provides the Counselor the opportunity to create and save case reminders for either themselves or for another Counselor.

To learn more about the Reminder Tab, click here

The RxOffice^® provides the Counselor the opportunity to schedule and save appointments to their Event Calendar, so Counselors will no longer need to access their Outlook calendar at any time for their appointments. However, when creating new appointments in their Outlook, counselors have the ability to link their Outlook calendar to their Event Calendar using iCalendar.

To learn more about the Event Calendar , click here

This feature allows Counselors to search for a certain case. Also the Counselor has an option to search for the Borrower by the last four digits of their social security number.

To learn more about the Case Search Tab, click here

The New Case Tab feature helps the Counselor to create a new case and select the specific type of service that the Borrower is requesting assistance in as seen below:

To learn more about the New Case Tab, click here

The Tasks Tab allows the Counselor to search for or keep track of certain duties for a specific case that has been given as well as the level of each task.

To learn more about the Tasks Tab, click here

The Task Rule Template feature provides users a list of current plans that have been created for a certain case. Once a case type has been picked from the new case drop down menu, that layout will be seen as the case is being worked on by the Counselor.

To learn more about the Task Rule Template, click here

The User Designation Set-up feature provides users a way to create their own duties or projects for a certain case as well as another way to manage these duties.

To learn more about the User Designation Set-up, click here

Manage Designated Task Rule provides the user with an update about which counselor is working on what job and what the current status of that job is.

To learn more about the Manage Designated Task Rule, click here

The Escalation tab can be found at the upper right hand corner of the dashboard (seen in the screen shot below), which contains the escalation contacts for each Servicer.

To learn more about the Escalation Tab, click here

The Quick Search feature found at the top of the dashboard is a quick way for the Counselor to search for a specific case using different search methods such as the Select Any Case drop down menu or the Case drop down menus.

To learn more about the Quick Search, click here