Functionality

ClarVergence for Case Management provides access to the centralized collection of case files and records from remote locations using Internet connectivity with SSL protocol.  ClarVergence has a modular design that employs customized security groups and roles that will control what users can see and do on the system.  As a feature and capabilities rich platform, ClarVergence will ensure the greatest level of efficiency and productivity among the multiple case teams.

The following are groupings of key functionality available through the ClarVergence Case Management Platform:

Searching

• Basic (client defined fields)
• Advanced Boolean
• Direct database query
• Concept search
• Search history
• Combine saved searches
• Data Dictionary information per field
• Range of search operators per field
• Pop-up index terms for selection or tally
• Pop-up proximity search screen
• Wildcard support

• Full Text Searching with highlighted hits

 General Document Viewing

• Table view of summary results for quick analysis and reporting
• User defined viewing fields
• Sort fields on the fly
• Tally field data from the summary display
• View associated images/electronic documents in summary or full record view
• Side-by-side full record view of image and metadata
• Quick print or quick reports from results
• Generate and customize reports from results 
• Global-edit individual or bulk records (with edit rights)

 Reporting

• Save reports
• Re-run existing reports
• Schedule reports to auto-run 
• Share reports    
• Download reports in customizable PDF, Excel, and CSV formats
• Batch print reports to any batch printer or local printer
• Custom Reports
• Included fields, page orientation, fonts and sizes (per field), column alignments, page margins and many more user-configurable features per report
• Report “Preview” during design
• Sort and group data
• Name and save custom report formats
• System defined reports with system-controlled queries and formats
• Limited user “fine tuning” of system reports (i.e., narrowing the search query, page orientation, additional query filters)

 Collaboration

• System-wide configured homepage
• Collaborate within Group or System wide
• Create folders and Briefcases
• Share reports, searches, and search result sets
• Upload and share files 
• Client defined Groups dictate data access and viewing permission down to the field level 
• Client defined Roles establish user access to system capabilities