MetaRecords 2016 updates
This page covers all the new features added to MR8 and MR Web in 2016, including over 100 new data sources in Form Manager.
MR8 v.8.85
Release date: February 25, 2016
This update features more efficient case management and form printing. Features added to this update came from user suggestions in the Idea Collaborator.
Features
- More search criteria in Case Manager
You can now search for orders & parts by:
- Patient DOB (date of birth)
- Scheduling party or other party type
- Scheduling party tied to ordering party
This increases efficiency because:
- When the ordering party changes, the scheduling party automatically changes.
- Scheduling parties cannot be deleted.
- FedEx & UPS shipping labels & tracking within MR8
You can now set up and print FedEx and UPS labels within MR8, automatically generating tracking numbers, which you can then follow, and estimating shipping charges— all within MR8’s Turn-in function.
- More data source choices in all forms
Form Manager has a greatly expanded selection of data sources for all forms. Over 100 data sources have been added to forms.
- Scopes can be inserted into forms or attached, not both
Most companies no longer provide scopes as separate attachments, so Form Manager provides a data source, Part.Scope, for inserting into forms to replace scope attachments. You can either insert the scope into a form or attach the scope separately, but you cannot do both with the same form.
- Can change parts’ tracking steps in Case Manager
This ability from Task Manager now works in Case Manager. You can select more than one part and change their tracking step simultaneously, provided that they are all the same Tracking Item type.
- Spellcheck your Status Notes before clients see them
Status Notes appear on MR Web and Status Progress Reports, so it is important that they reflect well on your company. Now you can easily spellcheck them.
- Add your own Serve By types
Serve By has been added to Code Manager, so you can specify more delivery methods for serving notices to locations, such as certified mail, email or fax.
- Require users to update MR Web passwords
Set an expiration date for passwords so users must change their passwords regularly. You can also allow them to keep the same password if they re-enter it when it expires.
- MR Web users can see more data onscreen
MR Web’s screen width has changed from fixed to flexible so it expands across the browser window, allowing grids to display more data.
- And more...
- Message Center flag logic has changed. Previously, all alerts were flagged. Now only Rush cases are flagged.
- Remind Date column has been added to Message Center grid, so you can see which messages are reminders without opening each one.
- You can remove U.S. holidays from business days for part turn-in deadlines.
- Enter a Status Note once, apply it to multiple parts with the click of a button.
- Copy any note in a Notes Log to multiple other parts simultaneously.
- Sales Rep column has been added to Firm and Contact grids so you can quickly see which sales rep is tied to a client.
- Firm and Contact columns have been added to Task Manager, so you can quickly see which client is attached to a part.
- Rush case column has been added to Case Manager and MR Web’s Order Progress screen, so both you and your clients can easily see which cases are rush.
- Part No. column has been added to MR Web’s Repository screen, so clients can see which part files are tied to.
- Default in MR Web’s Attorney search filter is All.
- Compatible with Microsoft Edge browser.
Printing Forms
New Form Manager Data Sources
This MR8 update included over 100 new data sources to use in the Form Manager. This list breaks down which data sources have been added to which forms.
- Affidavits, Cancellation Letter, Custodian Letter, Interrogatories, Notice to Consumer, Scope Attachment, Status Letter, Subpoena, & Worksheet
Case.Order Date
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Part.Depo Date Day
Part.Depo Date Month
Part.Depo Date Year
Part.Service Date From
Part.Service Date To
- Confirmation, Status Progress Report, & Target Sheet
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Waivers
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Selected Attorney.Email
Selected Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Notices
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Second Ordering Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Notice-Cross
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Selected Attorney.Email
Selected Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Delivery Slip
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Patient's Attorney.Display Name
Patient's Attorney.Fax
Patient's Attorney.Federal Admin No
Patient's Attorney.First Name
Patient's Attorney.For
Patient's Attorney.Last Name
Patient's Attorney.Main Phone
Patient's Attorney.Middle Name
Patient's Attorney.Represents
Patient's Attorney.Salutation
Patient's Attorney.State Bar No
Patient's Firm.Address
Patient's Firm.City/Town
Patient's Firm.Fax
Patient's Firm.Main Phone
Patient's Firm.Name
Patient's Firm.Postal Code
Patient's Firm.State/Province Abbr
Patient's Firm.State/Province Name
Scheduling Attorney.Bill To Contact
Scheduling Attorney.Bill To Firm
Scheduling Attorney.Claim No
Scheduling Attorney.Client Matter No
Scheduling Attorney.Direct Billing Notes
Scheduling Attorney.Display Name
Scheduling Attorney.Email
Scheduling Attorney.Fax
Scheduling Attorney.Federal Admin No
Scheduling Attorney.First Name
Scheduling Attorney.For
Scheduling Attorney.Insured
Scheduling Attorney.Last Name
Scheduling Attorney.Loss Date
Scheduling Attorney.Main Phone
Scheduling Attorney.Middle Name
Scheduling Attorney.Represents
Scheduling Attorney.Salutation
Scheduling Attorney.State Bar No
Scheduling Firm.Address
Scheduling Firm.City/Town
Scheduling Firm.Country
Scheduling Firm.Fax
Scheduling Firm.Main Phone
Scheduling Firm.Name
Scheduling Firm.Postal Code
Scheduling Firm.State/Province Abbr
Scheduling Firm.State/Province Name
Selected Attorney.Email
Selected Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Coversheets
Case.Order Date
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Selected Attorney.Email
Selected Firm.Country
Part.Depo Date Day
Part.Depo Date Month
Part.Depo Date Year
Part.Scope
Part.Service Date From
Part.Service Date From
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Attorney of Record & Proof of Service
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Certifications (NOD)
Case.Order Date
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Selected Attorney.Email
Selected Firm.Country
Part.Scope
Part.Service Date From
Part.Service Date To
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Coversheet-Billing
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Scheduling Attorney.Email
Part.Depo Date Day
Part.Depo Date Month
Part.Depo Date Year
Part.Scope
Part.Service Date From
Part.Service Date To
Invoice.Balance
Invoice.Days Old
Invoice.Invoice Amount
Invoice.Invoice Date
Sold To Attorney.Email
Sold To Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Certifications (NOD)-Billing
Case.Order Date
Case.State Docket
Clerk.Display Name
Clerk.Email
Clerk.Fax
Clerk.First Name
Clerk.Last Name
Clerk.Main Phone
Clerk.Middle Name
Clerk.Salutation
Part.Depo Date Day
Part.Depo Date Month
Part.Depo Date Year
Part.Scope
Part.Service Date From
Part.Service Date To
Invoice.Balance
Invoice.Days Old
Invoice.Invoice Amount
Invoice.Invoice Date
Sold To Attorney.Email
Sold To Firm.Country
Others.TodayDay
Others.TodayMonth
Others.TodayYear
- Parties.Remaining Attorneys, Parties.Opposing Side, & Parties.Same Side
Attorney.Email
Firm.Country
- Part.Part Info
Location.Warning
Part.Order-Part No
Part.Depo Date Day
Part.Depo Date Month
Part.Depo Date Year
Part.Instruction
Part.Pickup Notes
Part.Runner
Part.Scheduled Date
Part.Scheduling Notes
Part.Scheduling Type
Part.Scope
Part.Serve By
Part.Service Date From
Part.Service Date From
ROI Handled By.Address
ROI Handled By.City/Town
ROI Handled By.Contact
ROI Handled By.Department
ROI Handled By.Fax
ROI Handled By.Main Phone
ROI Handled By.Name
ROI Handled By.Postal Code
ROI Handled By.State/Province Abbr
ROI Handled By.State/Province Name
ROI Handled By.Warning
Serve By Firm.Address
Serve By Firm.City/Town
Serve By Firm.Fax
Serve By Firm.Main Phone
Serve By Firm.Name
Serve By Firm.Postal Code
Serve By Firm.State/ProvinceAbbr
Serve By Firm.State/Province Name