Pika User Manual

From PikaDocs

Pika Case Management System is a software program developed by Aaron Worley of Pika Software. Pika allows not-for-profit legal firms to track information on its clients and cases over the internet. Pika provides staff the ability to access this case information from any computer that is connected to the Internet.

Table of Contents

- Beginning a Pika Session
- Setting Personal Preferences in Pika
- Starting an Intake
- Duplicate Intakes
- Assigning an Advocate
- Reviewing a New Intake
- Financial Eligibility Review
- Citizenship Status Eligibility
- Conflict Checking
- Case Functions
- A Note About Case Notes
- Document Assembly
- Using Reports
- Using MegaReport
- System Settings
- Using the Calendar
- Adding Timeslips
- Changing a Username or Password
- Creating Form Letters
- How to Set Up a New User Account
- Merging Duplicate Contacts
- Editing Menus