Dear Michael,
>
Returning to this topic:
I can see how using a UDF screen would work if there was just one award like in Social Security. However, since each card can represent multiple WC DOIs, you would have to use different UDF fields for each award within a case - you would be unable to list all the award values in one place. Unless maybe you set it up to list a max of 2 or 3 award values on one UDF screen?
Would case activity work better for this? Then you could pull case reports from all of a specific type of case activity within a specific time frame? (example: show me all the awards from the last 3 months - sorted by date)
Thanks!
Sincerely,
Michael Lerner
Keeping track of Awards
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Michael Lerner
Re: Keeping track of Awards
P.S. In Case Activity, is there a way to total fields other than the Costs field?
Sincerely,
Michael Lerner
Sincerely,
Michael Lerner
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Michael Appell
Re: Keeping track of Awards
1. Unless maybe you set it up to list a max of 2 or 3 award values on one UDF screen?
You could. One other thought would be to just set up a separate case activity category with UDF fields. This makes it act more like a "spreadsheet" with database capabilities and reports.
2. P.S. In Case Activity, is there a way to total fields other than the Costs field?
If you put a $ in the event field - the report will total money. You may enter up to 5 dollar signs for each event line. This was implemented for partial payments.
Mike
You could. One other thought would be to just set up a separate case activity category with UDF fields. This makes it act more like a "spreadsheet" with database capabilities and reports.
2. P.S. In Case Activity, is there a way to total fields other than the Costs field?
If you put a $ in the event field - the report will total money. You may enter up to 5 dollar signs for each event line. This was implemented for partial payments.
Mike
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Michael Lerner
Re: Keeping track of Awards
Dear Michael,
What is the difference between regular case activity versus case activity with UDF fields? Would you set up the UDF fields first and then pull from that information into case activity or? Or in Case Activity would the User Defined Page ID be a UD Page currently existing that you would send info to? Would you add info to both screens?
Thanks!
Sincerely,
Michael Lerner
LMMSS
What is the difference between regular case activity versus case activity with UDF fields? Would you set up the UDF fields first and then pull from that information into case activity or? Or in Case Activity would the User Defined Page ID be a UD Page currently existing that you would send info to? Would you add info to both screens?
Thanks!
Sincerely,
Michael Lerner
LMMSS
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Michael Appell
Re: Keeping track of Awards
1. What is the difference between regular case activity versus case activity with UDF fields?
Regular case activity has just the basics (date, time, event, initials, etc). Case Activty with UDF fields allows you to set up other fields (ie: date of report doctor description amount etc).
2. Let me know the exact steps you would like to do and I'll better be able to tell you which to use. I think the case activity may be better in this situation. You may easily edit the event when a fee has been paid. You may then track which ones have been paid and which ones have not by simply running a case activity report.
Mike
Regular case activity has just the basics (date, time, event, initials, etc). Case Activty with UDF fields allows you to set up other fields (ie: date of report doctor description amount etc).
2. Let me know the exact steps you would like to do and I'll better be able to tell you which to use. I think the case activity may be better in this situation. You may easily edit the event when a fee has been paid. You may then track which ones have been paid and which ones have not by simply running a case activity report.
Mike
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Michael Lerner
Re: Keeping track of Awards
Dear Michael,
How would you use Configure System Defaults - Reports? Does this make it easier to create specific reports from Case Activity and UDFs?
Sincerely,
Michael Lerner
LMMSS
How would you use Configure System Defaults - Reports? Does this make it easier to create specific reports from Case Activity and UDFs?
Sincerely,
Michael Lerner
LMMSS
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Michael Lerner
Re: Keeping track of Awards
Dear Michael,
How would you configure a Case Activity User Defined field to automatically pull the client's name? Or would you pull that information into a report?
I am currently creating a test Case Activity for SS with the following fields:
D/T
Decision Date
Award Date
Award Amount ($)
Details (if cost was paid by client, etc.)
Client's Name
Date Paid
Amount Paid
I would then want to pull this into a report that I could print out lengthwise (to be able to get all the fields across).
Thoughts? Suggestions?
Thanks!
Sincerely,
Michael Lerner
LMMSS
How would you configure a Case Activity User Defined field to automatically pull the client's name? Or would you pull that information into a report?
I am currently creating a test Case Activity for SS with the following fields:
D/T
Decision Date
Award Date
Award Amount ($)
Details (if cost was paid by client, etc.)
Client's Name
Date Paid
Amount Paid
I would then want to pull this into a report that I could print out lengthwise (to be able to get all the fields across).
Thoughts? Suggestions?
Thanks!
Sincerely,
Michael Lerner
LMMSS
-
Michael Appell
Re: Keeping track of Awards
With regards to Configure System Defaults, Reports: it allows you to extract user defined fields into a report. Here's an example:
Test Report,1,Ref Source,75,1,1,Ref'd By,75,1,2,Ref Fee To,75,2,3
Test2 Report,1,Atty Fees,75,3,1,Depo In,75,3,2,Depo Out,75,5,3,Vr Fees
This applies to the Markup Report With User Defined Fields. We have defined 2 reports in the above example. Notice how each line contains all of the information for the report followed by a linefeed. The first item contains the name of the report. Next, we have a default dropdown to use (just start with 1). Next we have the following information:
Name of UDF Field to be displayed in the report
Column Width to display in the grid
UDF Page Number
UDF Field Number
The UDF Page and field number may easily be obtained by clicking on the UDF title in at a client card.
Mike.
Test Report,1,Ref Source,75,1,1,Ref'd By,75,1,2,Ref Fee To,75,2,3
Test2 Report,1,Atty Fees,75,3,1,Depo In,75,3,2,Depo Out,75,5,3,Vr Fees
This applies to the Markup Report With User Defined Fields. We have defined 2 reports in the above example. Notice how each line contains all of the information for the report followed by a linefeed. The first item contains the name of the report. Next, we have a default dropdown to use (just start with 1). Next we have the following information:
Name of UDF Field to be displayed in the report
Column Width to display in the grid
UDF Page Number
UDF Field Number
The UDF Page and field number may easily be obtained by clicking on the UDF title in at a client card.
Mike.
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Michael Appell
Re: Keeping track of Awards
Michael,
with regards to your question re SS cases and:
----> I would then want to pull this into a report that I could print out lengthwise (to be able to get all the fields across).
Are you referring to pulling the information in a report for just that one case( or all cases). I'm assuming you are referring to just one case. This may be done with the GetCaseAct command. I have offices that also use this to automatically list all the cases that have been file and served.
Mike.
with regards to your question re SS cases and:
----> I would then want to pull this into a report that I could print out lengthwise (to be able to get all the fields across).
Are you referring to pulling the information in a report for just that one case( or all cases). I'm assuming you are referring to just one case. This may be done with the GetCaseAct command. I have offices that also use this to automatically list all the cases that have been file and served.
Mike.