Learn how to update specific questionnaire details within the CaseQube-PI platform. This guide provides a straightforward walkthrough for locating your intake files and modifying answer fields efficiently.
1. Step 1: Pull Up Intake to Edit
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Application
- Example (Personal Injury)
- Open the Intake you want to access
- Click Intake Tab
- Select Intake you want to work on
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2. Step 2: Review & Edit Questionnaire Responses
- Click Questionnaire Tab
- View questions & answers to all questions
- Click the individual question you want to edit
- Click the down arrow and select Edit option
- Review the information and make edits where needed (example added the S to the last name)
- Click Save when finished and Review Changes
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