Case Role Report

From PikaDocs

Case Role Report (zip)

Initially created to track bad landlords, and other frequent opponents (since the built in reports are all client centric), this tool was generalized enough at the design stage to make itself apparent as a possible tool for conflict checking. It is capable of selecting any of the roles a contact might play in a case and reporting the results, it is also capable of using two broad categories: "Friendly" and "Adverse" to quickly do a single report where all role types are aggregated together in those "blocks". If one of the broad categories is selected, it overrides any individual selection.

The output of this report has most of the facts you'd want to quickly review for conflict, or for quick case review: Full Name, DOB, SSN, Relation Code, Problem Code, Open Date and a direct link to each case found.

We're also using an alternate "front" end to this same report as part of our new Intake Workflow Additions:

Here's the code to add the form to the new_intake.html subtemplate:

<td valign='top' bgcolor='#eedddd'>
    <form action="reports/case_role/case_role.php" method=GET name=form1 target="_blank">
        Opposing Party Check:
        <br>First:<br>
        <input type=text name='first_name' tabindex=1>

        <br>Last:<br>
        <input type=text name='last_name' tabindex=1>

        <br>SSN:<br>
        <input type=text name='ssn' tabindex=1>

        <p>This is just to check whether a proposed OP has been involved in a case as a Client, Non-Adverse Houshold Member or as a Beneficiary. It will NOT add the OP to the case for you.
        <h3>Hint:</h3>
        You can use wildcards "%" in the searches to get more results such as variant spellings, etc. eg: "%ob%" will get Bob, Robert, Roberto, Bobby, Bobbie, Rob, etc.
        <p>
        <input type='hidden' name='relation_type' value='Friendly'>
        <INPUT TYPE='hidden' name='output_format' value='html'>
        <input type=hidden name=action value=query>
        <input type=submit name=submit value="Check OP" tabindex=1>
    </form>
</td>

I may have also needed to add the table and row that this is wrapped in, and I know tables are evil anyway, but I'm an old dog and haven't gone through all the Claire machinations, so a table was used here.