The Question-and-Answer System works by storing Frequently Asked Questions and their related answers against the Client Record so that they are always available to whomever is working on a particular case.

Users can ask questions whenever additional clarification is needed, either from a team member or the clients themselves.

Once posed, the question is stored against the policy or data item. A notification is then sent to the client or team member asking them to provide an answer.

Team member questions automatically appear on the handy Case Summary Report and are a prompt to ask at the next client meeting, if required.