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MR updates > 2016

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