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Case Management

Views​

immiio provides two main visualizations:

Cases List View

  • List view, for detailed table-style review

Cases Board (Kanban) View

  • Board (Kanban) view, for drag-and-drop movement across statuses

Case Status Flow​

Statuses represent where a case is in your process.

You can drag cases across statuses to update their position.

Inside a Case​

Case Overview page with tabs

Each case includes the following tabs:

Summary​

Case Summary tab

  • Client name
  • Service name
  • Assigned staff
  • Group (if applicable)
  • Case creator

Details​

Case Details tab showing form answers and documents

  • All answers collected from the service form
  • Any uploaded documents

Timeline​

Timeline tab with dates

  • Opened date
  • Expiration date
  • Created date
  • Last updated

Payments​

Payments tab with payment list

Here you can:

  • View all payments
  • Record new payments
  • Add amount, method, and date
  • Choose a currency (USD, DOP, CAD, EUR)
  • Create invoices
  • Download PDF invoices

Invoice Creation​

Create Invoice modal

Use the invoice modal to enter amounts, due dates, and generate PDFs.

Notes​

Notes tab showing manual and automatic notes

Two types of notes appear here:

  • Manual notes, created by your team
  • Automatic notes, added when:
    • Status changes
    • Payments are recorded
    • Invoices are created
    • Calendar events are added