Relating Case Notes

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Michael Lerner

Relating Case Notes

#1

Post by Michael Lerner » Mon Jul 29, 2002 11:28 am

Dear Michael and fellow A-1 offices,

Kal (over at the office of Lewis, Marinstein, et al.) and I were trying to brainstorm about PI/WC/SS needs:

One problem is that if you have a PI case that also has a WC or SS case Sometimes you want the information you are adding to ALSO be posted to the related WC or SS case. Or vice versa - a WC case with a 3rd Party PI component. Or if you have a separate card for each person injured in a PI incident, you want that case activity note to also show up on each case card. Or if you are using multiple case cards for WC injuries (if they are from different employers or insurance companies), you want that case activity note to also show up on each case card.

*Maybe if you had a button in Case Activity like "Save Related" that would save that case activity note not only to that case but to all currently related cases?
Also, maybe where you could go to any case activity note and "Copy to all related cases"?
Maybe have these related notes a different color?

Comments? Ideas? Thanks!

Sincerely,
Michael Lerner
LMMSS

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