Tag Archives: plug-in

Plug-in #1

Online offices for clients & others

MR Connect, formerly MR Web, is the optional MR9 plug-in that gives clients and others online access to essential information in your office, like orders, locations, records and other case files, and billing information.

With MR Connect, information is available instantly whenever your clients want it with no effort on your part. And it’s always up to date because it comes directly from your MR9. Plus MR Connect reduces production and delivery costs because clients can download information as needed.

In addition to looking up and downloading information, your clients can order records, pay invoices, and monitor order progress. If you offer client loyalty awards, they can manage and redeem points.

Customize to meet your needs

Customize your MR Connect before opening it to your clients and others. You can:

• Change the site’s content to communicate your message, share company news, provide extra help, etc.
• Change the site’s appearance (colors, logos) to match your company website.
• Choose which functions clients can access.
• Set up lists of services clients can select from.
• Customize automated emails clients receive.

Because MR Connect is browser based, your clients do not have to install anything on their computers or laptops to access your MR Connect. All they need is your MR Connect URL and their sign-in credentials. It works in all major browsers and on any operating system. They can customize some options in their individual MR Connect accounts, such as whether to view their MR Connect in dark or light mode.

Users can change their password themselves whenever they wish or if they forget their password. And you can offer social media sign-in as an option so they have one less password to remember.

Increase site security

You can incorporate one or more of these measures to make your MR Connect site more secure:

• Require users to periodically update their password. You choose how often they must reset their password and whether or not you allow them to reuse the same password.
• Lock user out of the account after x number of incorrect log-in attempts. You set the number of attempts you will allow, and the user must contact you to unlock their account.
• Require strong passwords.
• Add two-factor authentication (2FA), which requires that the user enter a verification code (received on their phone or in an email) along with their ID and password before accessing the site on a new device. The end user can choose to verify their device each time or recognize their device as a trusted browser.

MR Connect highlights:

Online case repositories

Give clients online access to their files. Win new clients by offering them the same service during the pre-discovery period.

E-commerce

Clients can pay invoices, including CODs, online. Copy clients can pay online, then download records.

Personalized dashboards

Upon sign-in, users are greeted by their dashboard which gives them news from your company and direct access to their:

• Top 10 recent orders
• Top 10 orders with most recently uploaded records
• Total accounts payable

Users can resize and rearrange the layout of the different panes in their dashboard, then save their personalized layout.

Additional features

Depending on the access preferences you set, your clients can:

• See at a glance the status of any order including which orders have been canceled.
• Upload notices.
• Request records either by copying and updating existing orders or from scratch. (They can also set some defaults to minimize time spent entering job information.)
• Use search criteria, such as case, patient, or client matter number, to limit which orders are displayed and/or find a specific entry.
• View any order’s details.
• Download records and other files.
• Order records.
• Look up outstanding and paid invoices. View invoice details including payment history and current outstanding amounts.
• Pay invoices. COD clients can download transcripts after paying online.
• Use search criteria such as case name, invoice date, and open
  or paid invoices, to limit which listings are displayed and/or find a specific invoice.
• If you offer reward points they can see their current points balance, pending amounts and history, and make requests to redeem or transfer points.
• Ask questions and track the resolution of their issues with the support ticket system.
• Look up information in the contextual User Guide.
• Update their contact information.
• Set personal preferences such as how many rows to display in a single page of results.

Adding MR Connect to MR9

MR Connect is available by subscription, month-to-month contracts, no long-term obligations, and can be canceled anytime.

If you have MR9 set up and working, you are ready to add MR Connect. MR9 and MR Connect reside in the cloud, so you do not need any hardware or software except a computer, laptop, or mobile device connected to the Internet through one of the major browsers to run MR9 and MR Connect.

All anyone needs to access your MR Connect site is a computer, laptop, or mobile device with Internet access through a browser, and your MR Connect URL, which is similar to your MR9 URL. It will have the same base name, but end in “.contact”.

TL;DR: Online repository, calendar, and access to your office for clients, including downloadable records, order status, downloadable invoices and e-commerce.

MR9 concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Plug-in #4

Create custom reports with your MR data

If you are on MR9, you cannot create custom reports in other applications using your MR data without the Data Reader plug-in. This is due to security issues with directly connecting to MR databases in the cloud. Data Reader solves that problem with a dedicated connection to your MR database in the cloud so you can use your MR9 information in your own reports or other applications.

DIY reports in 3rd-party applications

If you want to view your MR9 data in a way that is not already available in MR9, such as a marketing or financial report that is not part of MR9, add Data Reader to give yourself remote access to your data.

With Data Reader, you log into your MR database in the cloud from a third-party application, such as Crystal Reports or Microsoft Access, to run reports or perform other functions with your MR9 data.

You do not have to install anything on your end to use Data Reader. And like all MR9 plug-ins, you subscribe to it on a monthly basis and can cancel it at any time.

Use your MR9 data with:

• Microsoft
• Access
• Crystal
• Reports
• IBM Cognos
• Analytics
• Qlik Sense
• Sisense
• Tableau
• and more

Secure access

Data Reader is a secure way to access your MR database from outside MR9 because:

1. Data Reader is read-only data, meaning you cannot write to your MR database from your outside applications or create any objects in SQL Server.
2. Only workstations/IP addresses (depending on which Data Reader version you have) that you register with OMTI can access your database.

Plug-in options

Data Reader comes in two sizes:

Per Workstation

Version for creating custom reports on individual workstations. Good for companies who write reports on up to 3 workstations. Or for companies with remote offices/workers who need to write reports.

Works for only the named workstation( s) you register with OMTI. A license cannot be shared, so if you want to write reports on a desktop computer and your laptop, you will need 2 licenses.

Per IP

Version for companies that need to have four or more workstations on the same IP address access their database outside MR9.

Allows all workstations in an office to access your MR9 data. The public IP you specify can access your database. If you want to create custom reports on 4 or more workstations In your office, Data Reader – Per IP will be cheaper.

NOTE: Sensitive information, such as Tax ID and Social Security numbers, are encrypted and will not be usable data outside MR9.

Which version is right for you?

Most companies will probably need Data Reader on only one workstation to generate reports that can then be emailed to everyone who needs to read the report.

If you do require multiple workstations to access your MR data through Data Reader, there are no bandwidth limitations per any plug-in, so there will be no performance issues in relation to how many concurrent connections you make.

New workstation?

If you ever want to switch your Data Reader registration to a different workstation or public IP, ask us and we can process your request within one business day.

TL;DR: Use the Data Reader plug-in to create custom reports with MR9 data in other applications.