Rolodex - Medicare & Medical #s

[LMSSC]

Dear Michael,

Thank you very much for the updates!

I please need your help in regards to the Rolodex cards. We find that we are using the client's Medicare & Medical numbers more often. Would it be possible to add a space for those numbers on the Rolodex card - Perhaps on on the Details (tab) before the Interpreter information?

Thanks again!

[Anonymous User]

Why not consider just using a User Defined Field for that?

Mike

[Anonymous User]

I almost forgot - another option (if you want to be able to QUICKLY view the information in ALL cases that person is attached to without going to the rolodex) would be to consider adding it at the Special Instructions (but use a user defined field instead if you think you may need to merge the information in various form letters).

Mike

[LMSSC]

Dear Michael,

Thanks for the tip.

Could you please remind me what code I would need to use to pull this into letters?

Configure the System - Rolodex UDF

I went ahead and added the Medicare # to field #12 & the Medical # to field #13.

Thanks again!

Sincerely, Michael Lerner - Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel

[Anonymous User]

You would first position to the correct party using the GetParty command. You may do this either by reference or by value. By value (or order in the Party list) you may do it this way:

> would position to the fifth entry in the list

> would position to the first entry in the list (usually the applicant or client)

or by reference like this:

> Positions to the category "employer"

> Allows the user to select the entry

The code for pulling the user defined field may then be entered like this:

> To pull user defined field 12

Mike