{"id":29980,"date":"2020-11-10T16:20:48","date_gmt":"2020-11-10T16:20:48","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=29980"},"modified":"2024-07-30T11:03:02","modified_gmt":"2024-07-30T10:03:02","slug":"using-infotrack","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-infotrack\/","title":{"rendered":"Performing an InfoTrack Search (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Workers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through the Infotrack integration on the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey Approach offers integration with InfoTrack, allowing you to run InfoTrack searches and have results automatically uploaded back into the Matter History.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey can automatically populate the InfoTrack screen with data already captured.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the InfoTrack Screen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Case Management &gt; InfoTrack.<br>If configured, Osprey will populate any relevant fields. These fields can also be completed manually and edited if required.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"626\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-135-1024x626.png\" alt=\"\" class=\"wp-image-60762\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-135-1024x626.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-135-300x183.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-135-768x470.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-135-1536x939.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-135.png 1547w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Submitting an Order<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the screen, you will see a Submit New Order. When clicking this, you will be taken to the InfoTrack website, pulling through any information through, ready to perform any searches.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"239\" height=\"64\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/05\/image-18.png\" alt=\"\" class=\"wp-image-33896\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Order History<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the page, you will find the orders that have been submitted and the status of them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"125\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/03\/image-1.png\" alt=\"\" class=\"wp-image-33204\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/03\/image-1.png 943w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/03\/image-1-300x40.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/03\/image-1-768x102.png 768w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once an order has been completed, an automated email will arrive from InfoTrack, advising the searches to have been completed. Osprey will also provide an automated email, letting you know that the search results have been returned, and uploaded to the client&#8217;s matter history.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach offers integration with InfoTrack, allowing you to run InfoTrack searches. <\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-29980","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Performing an InfoTrack Search (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the Infotrack integration on the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-infotrack\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performing an InfoTrack Search (App) - Osprey Approach Customer Support &amp; 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