Quick Notes

[Prosser]

Is there a way to print a list of quick notes for all clients? Our problem is that some AME /QME appointments were left off of our excel list. However, the appointments were noted in quick notes. We need to check to see if we are current on our AME /QME appointments.

[Anonymous User]

Try the Markup Report and click the S button at the lower right and blank out the dates and at the upper left all or part of the case status if you only want it for open cases. (:P)

Click the dropdown at the lower right one the found cases come up to determine the report you want and right click the printer icon on the toolbar and click Preview.

Mike

[Anonymous User]

Hey Mike,

This is really helpful. Is there a way to run a report of the messages tab in case information?

Thanks,
Jenn (:D

[Anonymous User]

In the MarkUp report select the dropdown at the lower right corner and select "Detailed #2 (landscape)"

This will print the messages. You may right click the printer icon on the toolbar for a preview of the report.

Mike

[Anonymous User]

I don't see the dropdown at the lower right corner of the markup report...

[Anonymous User]

Once you do the search and the cases are found right before you click the print button you will see the dropdown.

Mike

[Anonymous User]

Gotcha. Thanks!(:D