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We are paramedical examinations company. We complete exams for life/health insurance companies. Presently we are in need of a case management system. The way that we receive orders would be first the life insurance agent being assigned a username and password to log into they system, from there the life insurance agent would place an order for their client. fields needed to be entered would the life insurance agent’s name, the amount of insurance their client is applying for, their client’s name, date of birth, ssn, phone numbers, address. (Once their client’s date of birth and amount of insurance being applied for is entered there should be an auto population of the type of examination needed on their client. The different types of examinations will be entered manually on our end before hand). Once the agent hits the submit button. There should be an automated email going to the insurance agent and our office staff with an exam id number to reference. The email sent to the agent should be one thanking them for their business and also giving them the exam id number to reference with any questions. The email that goes out to the office staff should be informing them of the new order that has been placed in the system. From there we have contractors known as “examiners”. They are the ones who go out to complete the various types of examinations stated before. The orders that have been placed by the insurance agents are also known as exams. We should have the capability of assigning an exam/order to an examiner based on the examiner’s physical address. Once the exam is assigned to the examiner an email goes to the examiner informing of the exam being assigned to them. From there the examiner will print out the worksheet and contact the client to set up an appt date. Whatever, happens when the examiner contacts the client should be notated in the system. For example, the examiner contacts the client and leaves a message. it is the duty of the examiner or the office staff to keep the system updated as to what is going on. once the examiner/office staff updates the system of the note of “client did not answer the phone message left on voicemail”. an email should go out to the agent and our office staff. same thing if the client is scheduled and email should automatically go out to the agent and our office staff. in the event if there has been no status for the past 48 hrs an email should go out to the office staff and examiner letting them know about the delinquent status. Once the examiner goes to the client’s house and completes the exam. the examiner either faxes the info or inputs in the computer that the exam was completed by entering a barcode. once the exam is completed the email is sent to the agent informing of the completed exam. a copy of the completed exam is uploaded to that particular order. also a copy of the completed exam should be emailed automatically by the push of a button through the system to the insurance company and the agent. We will also need an accounting system set in place to invoice insurance companies and pay examiners for their services. examiners will be paid according to the different types of exams being performed. it would be great if the system could tie in with our quickbooks system. I may be forgetting a few things on here however we can go into more detail when we speak. We prefer programmers who are familiar with our business if not we can get past that but that is our preference. please dont attempt to do business with us outside of the scriptlance service.