Create Case Qualification rules to update the fields on a record depending on question answers or field values when you navigate a questionnaire. Create CQC for any situation in your qualification process--update fields, qualify cases, disqualify cases. This guide shows you how to create a CQC and test it.

 

Two types of CQC


Build CQC rules based on:

• Any field value on the intake record. If the Case Type field on the intake is Automobile Accident, your CQC rule can trigger and change the navigation of the questionnaire to a different questionnaire. This example works well for opening questionnaires that branch into questionnaires built for specific case types.

• Any question answer on the questionnaire. If users answer a question with a specific response, your CQC rule can trigger and change a field value, qualify the case, or anything else you need your CQC rules to do.

For this example, we're creating a Case Qualification Criteria that changes the Case Status field on an intake to Turned Down if the injured party was repairing equipment when he or she was injured. You can create any CQC you need for your firm along with this guide. This is an example of a CQC based on an answer to a question.

You can also build CQC based on values on a field. For example, build a CQC rule that says Incident Date on the intake is less than 12/10/2016.

 

Here's how:


1. Visit Litify Setup via the rtaImage__28_.png button to the left of the toolbar.

2. In the More dropdown arrow, click Case Qualify Criteria.

 

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3. The CQC window opens. Here you can view, edit, delete, and create CQC rules. In the upper-right corner, click rtaImage-2.png

4. CQC builder opens. Complete the Name, Message, and Active options.


a. Name the CQC rule. This is only for your records.

b. Write a message that displays on the questionnaire when the CQC rule triggers. Make sure the message clearly indicates the cause and effect of the CQC rule so users understand what occurred. This message appears when questionnaire users click Next on the questionnaire. In our example, the message is "Case status is set to turned down because the client was repairing equipment at the time of injury."

c. Set the CQC rule as active by checking the Active box.

 

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6. Create Rules that trigger this CQC to fire. Rules can reference any question or field.


a. Select the Question or Field that this CQC rule is checking. The answer or value of this question or field is checked when you navigate questionnaires. 

b. Select the operator. The answer type from the question or data type from the field you selected determines the options that appear in the operator dropdown list. See the operator overview for information about answer types and supported operators. 

c. Select the value. This is the answer to the selected question or the information in the field. The equals and not equals operators support the Or operator for certain answer/data types: 'string’, ‘textarea’, ‘email’, ‘phone’, ‘decimal’, ‘integer’, ‘url’, and ‘currency.’ You can use the Or operator for any field that uses any of the above data types. Case Address, Case City, Name, Phone Number, Email, Description are a few prominent examples, although it works for any fields that uses these data types. 

d. Click Add.



For this example, we chose the question "What were you doing when the injury occurred?", the equals operator, and the Repairing Equipment value.


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pasted_image_0__1_.pngAdd additional questions and fields to create complex CQC rules.




7. Determine the Mapping that occurs when the rules are met. This will update the selected Fields to the Values defined in the mapping. See the article on mapping for more information.


a. Select the field from any field available on the list. These are limited to intake and matter records, and you can only select fields you can edit on Litify.
b. Select the value that will populate the field.
c. Click Add.


For this example, the CQC rule changes the Status field on the intake to Turned Down


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pasted_image_0__1_.pngYou can map additional fields to automate numerous field changes in one CQC. 



In conclusion, the Status field on the intake automatically changes to Turned Down when the Repairing Equipment value is selected for the question "What were you doing when the injury occurred?" and displays the message we defined in the rule to the user. For your CQC, you can create multi-layered rules that streamline your qualification processes with automated field mapping.

Next, test the CQC.


Additional articles:
Create a Questionnaire
Questionnaire Overview
Complete and Navigate a Questionnaire





 

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