Dear Michael,
Is it possible to have a mix of regular and user defined fields for a specific case activity category?
Example: Being able to use the "Event" listing + several of your own user defined fields.
If you use case activity udfs, can you set one so its information appears in the yellow area at the bottom of case activity? (normally set to "Event" information)
Thanks and have a good 4th of July weekend!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
Case Activity Fields
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Michael Lerner
Re: Case Activity Fields
Dear Michael,
After a bit of experimentation,
>
A. Yes - however if you use Label/Field #9 - The Event field is essentially replaced (see below)
>
Label/Field #9 corresponds to the "Event" field. I see that anything you designate as this set will now be the "Event" field setting and show up in the yellow bottom area information when you have that entry selected.
I have a different question about how case activity looks. I know if I hold down the cursor on the name of a field and move to the left or right you can move the placement of that category around.
Once I have all the fields how I want them (maybe Event, then time, then date... etc.)... how do I make this setup DEFAULT for that Case Activity for all users?
Thanks again!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
After a bit of experimentation,
>
A. Yes - however if you use Label/Field #9 - The Event field is essentially replaced (see below)
>
Label/Field #9 corresponds to the "Event" field. I see that anything you designate as this set will now be the "Event" field setting and show up in the yellow bottom area information when you have that entry selected.
I have a different question about how case activity looks. I know if I hold down the cursor on the name of a field and move to the left or right you can move the placement of that category around.
Once I have all the fields how I want them (maybe Event, then time, then date... etc.)... how do I make this setup DEFAULT for that Case Activity for all users?
Thanks again!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
-
Michael Lerner
Re: Case Activity Fields
Dear Michael,
Been doing more experimentation:
In Case Activity the Other Features button.
1. Set to Defaults - Sets the specific case activity current setting (look) as default ONLY to that SPECIFIC user?
2. Admin Update - Sets the specific case activity current setting (look) as default for ALL users?
Thanks!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
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Michael Appell
Re: Case Activity Fields
Hi Michael -
yes you are very much on the right track.
You may set up case activity categories so that a specific category or categories is like a "spreadsheet." For example:
Date of report Doctor Description Date Served
etc. You may also set up a User Defined Page so that it is entered in any order you want. In addition, the latest version allows you to keep track of checks, fees and balances.
Mike.
yes you are very much on the right track.
You may set up case activity categories so that a specific category or categories is like a "spreadsheet." For example:
Date of report Doctor Description Date Served
etc. You may also set up a User Defined Page so that it is entered in any order you want. In addition, the latest version allows you to keep track of checks, fees and balances.
Mike.
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Michael Lerner
Re: Case Activity Fields
Both Set to Defaults and Admin Update Changes the box format for all case activity of that type (all P for instance).
I found if I set things in the order I want them and then use Admin Update followed by going into the System Settings - Configure System Defaults - Case Activity - then edit that case activity - User (tab) - Check the Use formatting defaults box and type in the number of columns I want to use.
Is there a way to have the boxes' sizes one way for one Case Activity category and another way for a different category?
Thanks again!
Sincerely,
Michael Lerner
-
Michael Appell
Re: Case Activity Fields
>
Right - you do that for each individual case activity category you want to define.
>
Absolutely - just go into that case activity category, click the Other Features, Admin Update.
It automatically sets it that way for all users (they just need to close the client card and go back into the client card again.
Personally, I think you should explore the RTF format for case activity and consider setting your user defined fields and all case activity categories in this format - it's going to be the one I will be pushing as new updates continue to be release.
(Right click on the case activity and click RTF format to view it - you may set it to this as the default in Configure System Defaults or Tools, My Preferences). It has the huge advantage of being able to display the entire case activity all at once and also users may set the font size to their preferences in the event they have bad eyes and want a larger font.
Mike.
Right - you do that for each individual case activity category you want to define.
>
Absolutely - just go into that case activity category, click the Other Features, Admin Update.
It automatically sets it that way for all users (they just need to close the client card and go back into the client card again.
Personally, I think you should explore the RTF format for case activity and consider setting your user defined fields and all case activity categories in this format - it's going to be the one I will be pushing as new updates continue to be release.
(Right click on the case activity and click RTF format to view it - you may set it to this as the default in Configure System Defaults or Tools, My Preferences). It has the huge advantage of being able to display the entire case activity all at once and also users may set the font size to their preferences in the event they have bad eyes and want a larger font.
Mike.