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)