Case Activity Questions
Posted: Fri Oct 27, 2006 3:17 pm
Dear Michael,
I had several questions in regards to A1's Case Activity:
1. Does the Billing (tab) replace the Fees/Costs (tab)? If so, can you hide the Fees/Costs (tab) or if not, possibly make that an option under Tools - System - Configure System Defaults?
2. Is it possible to create Custom Case Activity (tab)? I know you can create a custom case activity type... but is it possible to create a new tab to use?
3. #2 is in regards to a Tab we would like to create called "Medical Reports". You would select the Doctor from the Parties list (would insert the full name and the business) and insert the date. Then you would have a series of check boxes: TTD, P&S, QW - Y or N, etc... and a fill in for Apportionment %. Then you would have an area for Summary notes for the case.
Any thoughts, ideas, or suggestions would be appreciated!
Thanks again!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore,Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131
I had several questions in regards to A1's Case Activity:
1. Does the Billing (tab) replace the Fees/Costs (tab)? If so, can you hide the Fees/Costs (tab) or if not, possibly make that an option under Tools - System - Configure System Defaults?
2. Is it possible to create Custom Case Activity (tab)? I know you can create a custom case activity type... but is it possible to create a new tab to use?
3. #2 is in regards to a Tab we would like to create called "Medical Reports". You would select the Doctor from the Parties list (would insert the full name and the business) and insert the date. Then you would have a series of check boxes: TTD, P&S, QW - Y or N, etc... and a fill in for Apportionment %. Then you would have an area for Summary notes for the case.
Any thoughts, ideas, or suggestions would be appreciated!
Thanks again!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore,Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131