Case Manager

Treatment update compliance and pipeline signals tracked by case manager.

Generated 2026-06-16T11:20:08+00:00
Auto-refresh every 10 min
425
Treating matters
85%
Tx update compliance

By case manager

Current state (Tx update within last 14 days)
Case managerTreating mattersUpdated in windowCompliance %
Jordan Hatfield514894%
Chymez Bradshaw595593%
Josh Hollan322991%
Austin Johnson544889%
Alex Blair504488%
Adam McDonald655585%
Christine Tingle604778%
Matthew Creech533770%
Nathaniel Hatfield100%
Time frameCurrent state (Tx update within last 14 days)
Sourcelitify_pm__Matter__c (mirrors SF 'Tx Update Compliance by Case Manager')
Fields usedStatus, Matter_Stage_Activity_Formula, Last_Treatment_Update__c, lit_Case_Manager
CaveatThreshold is 14 days per the SF report's CDF1 grouping. Treatment-stage matters only.