Learn MR8 at your own pace online
These free lessons cover MR8 basics.
Two points to ensure success:
- Before beginning, read Chapter 1, Program basics, and Chapter 2, Repository, in the MR8 User Guide . These chapters will orient you to navigating through MR8 and prepare you for understanding the following training videos.
- Lessons are sequential. Complete Lesson 1 before beginning Lesson 2. Finish Lessons 1, 2 & 3 before starting Lesson 4, etc.
Training videos
- Lesson 1: Starting new cases
Includes entering client & patient info, setting up case form, and archiving files in the repository
(approximately 15 minutes)
- Lesson 2: Creating new work orders (adding parts)
Includes MR8 concepts of ROI Handled By, Ordered As, Tracking; setting up tracking steps; specifying locations (parts); specifying order scope & interrogatory; automatic and manual log notes; adding new locations; adding new orders to existing cases
(approximately 15 minutes)
- Lesson 3 (part 1): Printing forms
Including printing forms individually and as packages, editing forms, entering 3rd party waivers and copy orders, advanced user features like form customization for specific clients
(approximately 15 minutes)
- Lesson 3 (part 2): Creating Form Packages
Includes naming packages, creating documents (correspondence, subpoenas, etc.), and customizing forms with the Form Data Source Template and court styles with global settings in System Preferences.
(approximately 6 minutes)
- Lesson 4: Contacting custodians
Includes generating lists of new orders & tasks, scheduling pick-ups, entering check requests & billable services, and tracking work
(approximately 12 minutes)
- Lesson 5: Receiving & processing records
Includes receiving records individually or in batches, production workflow, turning in records, updating items, uploading records to repository, and sending attorney notifications
(approximately 10 minutes)
- Lesson 6: Billing
Includes Prefill concept, generating invoices, adding ordering parties & services, copying services for copy clients, assigning billing rate tables, previewing invoices with details, removing service items, overriding rates, selecting invoice headers & messages, calculating & posting invoices, archiving invoices to repository, transferring invoices to different party, voiding & recalculating invoices
(approximately 16 minutes)