Auto-generating IDs is crucial for efficiently managing client data in DEX CM because it saves time by eliminating manual entry, ensures data accuracy by guaranteeing unique IDs, and maintains consistency across all records. This streamlined approach minimizes errors and helps in accurate reporting and data linkage.
From the Frontdesk, head to the DEX CM
Go to Account then Team List
Select on the Edit Pencil for the specific Team
In Edit Team, scroll down to the ID Generation section
For Case File ID: Under Case File ID Generation Type, select the Auto radio button.
For Case Session ID: Under Case Session ID Generation Type, select the Auto radio button
Choose Prefix Type
You can select:
Default: Uses a standard system prefix.
None: No prefix will be added.
Custom: Allows you to define your own alphanumeric prefix (e.g., your organization's initials)
Then select Save
When adding a DEX case file or Case Session
leave the DEX Case ID blank and a code will be auto generated.
