Best Practices

Generally, each office will determine the Best Practices for their own office, however there are certain tasks that almost all offices use in each of these functions.

Handling Messages

For those people handling Messages in an office, IQ offers a number of ways to process both incoming and outgoing Messages. Your office may use some or all of these features, and may have additional tasks as well. Use the Handling Messages option to view some standard tasks.

Managing Casework

Casework is one of a number of possible Services your office provides. Because many offices handle Casework specifically, the Best Practices listed in this section were created with Caseworkers in mind. However, if your office handles any other type of service, you can use these Best Practices as a starting point to working with other IQ Service Templates. Use the Managing Casework option to view some standard tasks for Services.