Client Search and Related Tables - Revision history

Kempscas: /* Stale Case */

2017-08-23T18:26:34Z

Stale Case

← Older revision		Revision as of 18:26, 23 August 2017
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	==Stale Case==		==Stale Case==
	The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.		The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.

			[[File:StaleCase.png]]

Kempscas: /* PBI Clients */

2017-08-23T18:25:56Z

PBI Clients

← Older revision		Revision as of 18:25, 23 August 2017
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	Locates a particular PBI case or group of cases by selected criteria. Here we asked to display all the lawyers involved in the Ann Adams case.		Locates a particular PBI case or group of cases by selected criteria. Here we asked to display all the lawyers involved in the Ann Adams case.

	[{File:PBIClients.png]]		[[File:PBIClients.png]]

	==Stale Case==		==Stale Case==
	The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.		The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.

Kempscas: /* PBI Clients */

2017-08-23T18:25:37Z

PBI Clients

← Older revision		Revision as of 18:25, 23 August 2017
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	==PBI Clients==		==PBI Clients==
	– Locates a particular PBI case or group of cases by selected criteria. Here we asked to display all the lawyers involved in the Ann Adams case.		Locates a particular PBI case or group of cases by selected criteria. Here we asked to display all the lawyers involved in the Ann Adams case.

	[{File:		[{File:PBIClients.png]]

	==Stale Case==		==Stale Case==
	The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.		The Stale Case screen helps you find cases that haven’t had any activity in a set period of time. For example, you might want to see a list of all your cases that haven’t had any activity in 180 days.

Kempscas: /* Outcomes */

2017-08-23T18:24:45Z

Outcomes

← Older revision		Revision as of 18:24, 23 August 2017
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	==Outcomes==		==Outcomes==
	– Locates outcomes (main benefits) attached to cases		Locates outcomes (main benefits) attached to cases

	[[File:		[[File:Outcomes.png]]

	==PBI Clients==		==PBI Clients==

Kempscas: /* Litigation */

2017-08-23T18:24:05Z

Litigation

← Older revision		Revision as of 18:24, 23 August 2017
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	==Litigation==		==Litigation==
	– Retrieves a list of all cases that have an attached Litigation record		Retrieves a list of all cases that have an attached Litigation record

	[[File:		[[File:Litigation.png]]

	==Outcomes==		==Outcomes==

Kempscas: /* Interview Answers */

2017-08-23T18:23:20Z

Interview Answers

← Older revision		Revision as of 18:23, 23 August 2017
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	==Interview Answers==		==Interview Answers==
	– Lists a client’s answers to the interview system’s questions. You can view answers by case number, a word in memo response, or an Interview number		Lists a client’s answers to the interview system’s questions. You can view answers by case number, a word in memo response, or an Interview number

	[[File:		[[File:InterviewAnswers.png]]

	==Litigation==		==Litigation==

Kempscas: /* Family */

2017-08-23T18:22:08Z

Family

← Older revision		Revision as of 18:22, 23 August 2017
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	==Family==		==Family==
	– Retrieves family members entered into Prime		Retrieves family members entered into Prime

	[[File:		[[File:Family.png]]

	==Interview Answers==		==Interview Answers==

Kempscas: /* Compensated */

2017-08-23T18:21:23Z

Compensated

← Older revision		Revision as of 18:21, 23 August 2017
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	==Compensated==		==Compensated==
	– Locates one or more PBI compensation payments or bills		Locates one or more PBI compensation payments or bills

	[[File:		[[File:Compensated.png]]

	==Family==		==Family==

Kempscas: /* Client Case Notes */

2017-08-23T18:20:18Z

Client Case Notes

Kempscas: /* Clients */

2017-08-23T18:17:34Z

Clients

Show changes

← Older revision		Revision as of 18:20, 23 August 2017
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	==Client Case Notes==		==Client Case Notes==
	– Searches case notes using the Microsoft SQL Server Full Text feature		Searches case notes using the Microsoft SQL Server Full Text feature

	[[File:		[[File:ClientCaseNotes.png]]

	1) To use this search, you must first install the Full-Text Search Engine from the SQL Server Enterprise Manager on the Server or from an administrative workstation. A wizard makes this about a five minute process. IMPORTANT: Set this to update the index fairly often or users will be upset when it doesn't recognize the changes they recently made to case notes.		1) To use this search, you must first install the Full-Text Search Engine from the SQL Server Enterprise Manager on the Server or from an administrative workstation. A wizard makes this about a five minute process. IMPORTANT: Set this to update the index fairly often or users will be upset when it doesn't recognize the changes they recently made to case notes.

	2) You must first enter the words or phrases you want to search for in the five boxes. Next, choose the type of search you want. There are six choices.		2) You must first enter the words or phrases you want to search for in the five boxes. Next, choose the type of search you want. There are six choices.
	i) Contains exact Words(s) – This search allows a user to search for an exact word or phrase. The NOT phrase can be used in the list of entered words or phrases. However, there are three rules that must be followed:		:i) Contains exact Words(s) – This search allows a user to search for an exact word or phrase. The NOT phrase can be used in the list of entered words or phrases. However, there are three rules that must be followed:
	(a) It must not be next to the first word		::(a) It must not be next to the first word
	(b) The Include all Words' (AND) box must be selected		::(b) The Include all Words' (AND) box must be selected
	(c) It must be entered as the first word in the box and have a space after it, e.g., NOT trial		::(c) It must be entered as the first word in the box and have a space after it, e.g., NOT trial
	ii) NEAR (must be at least two entries) – This search allows the user to narrow down the occurrence of multiple words, by finding only ones that are close to each other. To see how it works, first look for two words, such as trial and date. Use the Contains exact Words and use the Check all Words box. Then run the NEAR search. The number of records should be lower, as some of the case notes do not have these words NEAR each other. Microsoft defines NEAR as being within 50 characters.		:ii) NEAR (must be at least two entries) – This search allows the user to narrow down the occurrence of multiple words, by finding only ones that are close to each other. To see how it works, first look for two words, such as trial and date. Use the Contains exact Words and use the Check all Words box. Then run the NEAR search. The number of records should be lower, as some of the case notes do not have these words NEAR each other. Microsoft defines NEAR as being within 50 characters.
	iii) All versions of the Word (Formsof) – This returns the variations of a word. For example, searching for do not also returns does not		:iii) All versions of the Word (Formsof) – This returns the variations of a word. For example, searching for do not also returns does not
	iv) Fuzzy Search (freetext, use phrases) – This search is best used for phrases, although it will work with single words. It is most useful where you want to match case notes that approximate the phrases that you suggest, but might not contain the specific words or word forms in your expression. You can pass phrases, sentences or even paragraphs, and it will find similar words and phrases		:iv) Fuzzy Search (freetext, use phrases) – This search is best used for phrases, although it will work with single words. It is most useful where you want to match case notes that approximate the phrases that you suggest, but might not contain the specific words or word forms in your expression. You can pass phrases, sentences or even paragraphs, and it will find similar words and phrases
	v) Includes All Words (And) – Checking this box means that it will check for all the words or phrases in the five entry boxes. It will join them with AND. For Example, if box one is case and box two is trial:		:v) Includes All Words (And) – Checking this box means that it will check for all the words or phrases in the five entry boxes. It will join them with AND. For Example, if box one is case and box two is trial:
	(a) If Include All Words is not checked it will look for; case OR trial		::(a) If Include All Words is not checked it will look for; case OR trial
	(b) If it is checked; case AND trial		::(b) If it is checked; case AND trial
	vi) Beginning of word (Word) – This is the same as putting a wild card at the end of your search. For example, using the above example, if the 'Beginning of word' is not checked, it will look for: case or trial. If it is checked; case or trial* and thus find cases, trials, etc.		:vi) Beginning of word (Word) – This is the same as putting a wild card at the end of your search. For example, using the above example, if the 'Beginning of word' is not checked, it will look for: case or trial. If it is checked; case or trial* and thus find cases, trials, etc.

	3) The bottom of the screen displays the case notes for the case that has the record selector next to it (the gray arrow).		3) The bottom of the screen displays the case notes for the case that has the record selector next to it (the gray arrow).
	i) The case notes cannot be edited here. Press on the Edit Notes button to pop the note up in an edit box. This is caused by the way the full-text search engine returns the records		:i) The case notes cannot be edited here. Press on the Edit Notes button to pop the note up in an edit box. This is caused by the way the full-text search engine returns the records
	ii) To see who the Advocate is that is handling the case click on the case you want and press the Staff button. This pops up a box with the name of the Advocate		:ii) To see who the Advocate is that is handling the case click on the case you want and press the Staff button. This pops up a box with the name of the Advocate
	iii) To locate words or phrases in the case notes, enter them in the box next to Search Word in the Case Notes section and press the Find/Again button. This will highlight the first occurrence of the word. Pressing the button again will bring you to the second occurrence. If there are no matches, a box pops open and tells you this		:iii) To locate words or phrases in the case notes, enter them in the box next to Search Word in the Case Notes section and press the Find/Again button. This will highlight the first occurrence of the word. Pressing the button again will bring you to the second occurrence. If there are no matches, a box pops open and tells you this
	iv) The Position box shows you the number of characters from the beginning that the word occurs. It resets to 1 if you change cases or change the phrase you're searching for.		:iv) The Position box shows you the number of characters from the beginning that the word occurs. It resets to 1 if you change cases or change the phrase you're searching for.
	v) The Count box displays the number of cases (records) returned by your search		:v) The Count box displays the number of cases (records) returned by your search

	==Compensated==		==Compensated==
	– Locates one or more PBI compensation payments or bills		– Locates one or more PBI compensation payments or bills