{"id":325,"date":"2020-09-07T15:53:18","date_gmt":"2020-09-07T22:53:18","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?page_id=325"},"modified":"2026-04-28T10:24:25","modified_gmt":"2026-04-28T17:24:25","slug":"mr9-glossary","status":"publish","type":"page","link":"https:\/\/omtiblog.com\/metarecords101\/mr9-glossary\/","title":{"rendered":"Glossary"},"content":{"rendered":"

A<\/a> | B<\/a> | C<\/a> | D<\/a> | E<\/a> | F<\/a> | G<\/a> | H<\/a> | I<\/a> | J<\/a> | K | L<\/a> | M<\/a> | N<\/a> | O<\/a> | P<\/a> | Q<\/a> | R<\/a> | S<\/a> | T<\/a> | U<\/a> | V | W<\/a> | X | Y | Z<\/p>\n

<\/a>A<\/h3>\n

Account Overview:<\/strong> Grand total charts that display cumulative amounts and interactive line graphs that give a month-by-month comparison of the financial, order, and part activity for a firm or a single contact at a firm over a period of time. Grand totals for receivables, orders, and parts are displayed in firm and contact listings. Interactive line graphs display revenue generated, orders placed, and parts for orders that occurred for firms and contracts.<\/p>\n

Administrator:<\/strong> MR9 user who has access to and control of all areas of MR9. You can have any number of administrators, but each MR9 system must have at least one administrator. Administrator rights include setting up user accounts, assigning users to groups (which authorize what actions users can perform in MR9 and what kinds of notifications and messages they receive), and setting global system preferences.<\/p>\n

Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services. If you\u00a0have MR Connect<\/a>, you can allow contacts to request point redemptions online. (Also referred to as reward points.)<\/em><\/p>\n

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<\/a>B<\/h3>\n

Billing Rate Groups:<\/strong> Umbrella structures aimed at categorizing your billing rates. Instead of one long list of billing rates Billing Rate Groups create a series of shorter lists to search through when invoicing clients.<\/p>\n

Billing rate tables:\u00a0<\/strong>Amounts that you charge for services are organized into tables so you can charge different clients different amounts for the same service items by applying different billing rate tables.<\/p>\n

Billing Sets:\u00a0<\/strong>Like a fast food combo meal MR9 Billing Sets are preset groups of service items. Selecting billable services by set \u2014 instead of individually \u2014 speeds up the billing process.<\/p>\n

Bill To Contact:\u00a0<\/strong>The contact responsible for paying the invoice for an order. This contact could be the same as the Ordering Contact (Ordered By)<\/a> or Scheduling Contact<\/a>, but also could be a different person at the same firm or a person at a third-party firm that is paying the invoice, such as an insurance agency.<\/p>\n

Bill To Firm:<\/strong> The firm responsible for paying the invoice for an order. This firm could be the same as the Ordering Firm (Ordered By)<\/a> or Scheduling Firm<\/a>, but also could be a third-party firm, such as an insurance agency.<\/p>\n

Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately, such as\u00a0branch offices, other companies you own, affiliates, and profit-sharing\u00a0operations.<\/p>\n

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<\/a>C<\/h3>\n

Case Type:<\/strong> Categories of cases by work type, e.g., Product Liability or Personal Injury.<\/p>\n

Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks. See also Bill To Contact<\/a>,\u00a0Ordering Contact<\/a>, and Scheduling Contact<\/a>.<\/p>\n

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<\/a>D<\/h3>\n

Data Reader:<\/strong> Create custom reports with MR9 data in other applications using this optional MR9 plug-in. More ><\/a><\/p>\n

Date Type:<\/strong> Depending on the function you are using, you can choose to see results for different date categories, such as the date a part of an order was obtained, an order was billed, or a check was received. Other date types include when something is due, when a file was uploaded to the repository, and when an invoice or payment was posted.<\/p>\n

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<\/a>E<\/h3>\n

Entity:<\/strong> Individual, business, place, or discrete part of your company \u2014 such as revenue centers or branch offices. More ><\/a><\/p>\n

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<\/a>F<\/h3>\n

Firm:<\/strong> Company you do business with. They order services from you, e.g., a law firm, or they are a third party that pays you, e.g., an insurance company. But they can be any business you provide services to, including court reporting firms, vendors, corporate clients, and courts. See also Ordering Firm<\/a>, Parent Firm<\/a>, and Scheduling Firm<\/a>,<\/p>\n

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<\/a>G<\/h3>\n

Grant Access To:\u00a0<\/strong>A contact\u2019s seniors, i.e., contacts you designate who can access this contact\u2019s MR Connect<\/a> activities.<\/p>\n

Groups:<\/strong> Categories of MR9 users that define who can access which functions in MR9, what they can do within accessible functions, and what kinds of notifications and messages group members receive.<\/p>\n

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<\/a>H<\/h3>\n

Have Access To:\u00a0<\/strong>Contacts the contact is senior to, i.e., contacts whose MR Connect<\/a> activities you have designated that this contact\u00a0can access.<\/p>\n

Header Group:<\/strong> Parent structure that contains related invoice headers as its children.<\/p>\n

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<\/a>I<\/h3>\n
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<\/a>J<\/h3>\n
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<\/a><\/a>L<\/h3>\n

Location:<\/strong> Place where records are stored, such as hospitals, schools, doctors\u2019 offices, or businesses.<\/p>\n

Location Type:<\/strong> Categories of locations, such as doctor\u2019s office or college.<\/p>\n

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<\/a>M<\/h3>\n

Mail Composer:<\/strong> MR9\u2019s included email app for emailing contacts, locations, and other MR9 users from within MR9. You can customize the email contents and include attachments. You can send individual emails or send emails in batches.<\/p>\n

Manager:<\/strong>\u00a0Used with the Tracking<\/a> function, MR9 user responsible for overseeing a tracked item through the system.<\/p>\n

Message Group:<\/strong> Parent structure that contains related invoice messages as its children.<\/p>\n

Module:<\/strong> Group of related work functions.<\/p>\n

MR Connect:<\/b> Online repository, orders, and access to your office for clients and others, including downloadable records, invoices and other files; online payments for clients, and current order status. MR Connect is an optional plug-in to MR9. More ><\/a><\/p>\n

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<\/a>N<\/h3>\n

Notation:<\/strong> Short codes (up to 24 characters) you create yourself to give key information about an order \u2014 such as \u201cSR\u201d (for super rush) or \u201cNC\u201d (for new client) \u2014 \u00a0in a results grid, so you don\u2019t have to click into n order\u2019s detail window.<\/p>\n

Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs in the database record where they occurred, such as a order, part, invoice, or entity. More ><\/a><\/p>\n

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<\/a><\/a>O<\/h3>\n

<\/a>
\nOrder:\u00a0<\/b>An order in MR9 is usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding. This is different from a work order which is called a part in MR9 as it is part of an order. You can have multiple parts\/work orders for a single order\/case.<\/p>\n

Ordering Contact (Ordered By): <\/b>Contact at the firm that is responsible for an order with your company. Also referred to as the Sold To Contact<\/a>\u00a0when invoicing. Can be different from the\u00a0Scheduling Contact<\/a>.<\/p>\n

Order Date:<\/strong> Date record\/subpoena request was entered into MR9 or MR Connect. (Different from Part Order Date<\/a>.)<\/p>\n

Ordering Firm:\u00a0<\/b>Firm that is responsible for an order with your company. Also referred to as the Sold To Firm<\/a>\u00a0when invoicing. Can be different from the\u00a0Scheduling Firm<\/a>.<\/p>\n

Order Status:<\/strong> Stage an order is in, e.g., In Progress or Settled. You can designate your own order statuses in MR9.<\/p>\n

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<\/a><\/a>P<\/h3>\n

Parent Firm:<\/strong>\u00a0Headquarters of a multi-branch corporation.<\/p>\n

Part:<\/strong> A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.<\/p>\n

Part Order Date:<\/strong> Date location where records to retrieve are or subpoena is to be served was entered into MR9.<\/p>\n

Prefill:<\/strong> Save time when invoicing by having MR9 enter parties to an order and entering services billed from set menus of frequently billed together items.<\/p>\n

Processing Fee:<\/strong> If you pay the credit card processing fee when a client pays an invoice by credit card, you record it as a processing fee in MR9. If you pass the fee along to the client, you record it as a surcharge.<\/p>\n

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<\/a>Q<\/h3>\n

Query Gallery:<\/strong> Library\u00a0of database queries published by MR9 developers and users for anyone to download and use\u00a0in Query Maker<\/a> for generating reports from MR9 data instead of writing queries from scratch.<\/p>\n

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<\/a>R<\/h3>\n

Records Of:\u00a0<\/strong>Patient name \u2014 or witness if this is a subpoena.<\/p>\n

Repository: MR9<\/strong> has 9 repositories where you store files for safekeeping and quick retrieval. When you store files in an order, they are in MR9\u2019s Orders Repository; when you store files in a part, they are in MR9\u2019s Parts Repository; etc. If you have MR Connect, you can give clients access to specific repository files.<\/p>\n

Reward Points System: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services. If you\u00a0have MR Connect<\/a>, you can allow contacts to request point redemptions online. (Also referred to as award points.)<\/em><\/p>\n

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<\/a>S<\/h3>\n

<\/a>
\nScheduling Contact: <\/b>Contact who initiates orders with your company. This scheduling contact can be different from the Ordering Contact (Ordered By)<\/a>.<\/p>\n

Scheduling Firm:\u00a0<\/b>Firm that initiates orders with your company. Can be different from the Ordering Firm<\/a>.<\/p>\n

Scheduling Notes:<\/strong> Remarks about the outcome of contacts with the custodian of records that are for internal use only.<\/p>\n

Service Groups:<\/strong> The most commonly used billable items for records retrieval, such as Original or Copy. These main categories are preset by the system and cannot be modified by the user. The catch-all Misc. Charge Service Group is where you enter billable service items that are not a separate Service Group.<\/p>\n

Service items:\u00a0<\/strong>Regular charges that you bill to your clients. Service items are listed on your invoices to provide\u00a0itemized details for your clients and third-party payers. In-house,\u00a0they provide information to help you analyze your revenue\u00a0streams.<\/p>\n

Service Item Master:<\/strong> List of your firm\u2019s services. More ><\/a><\/p>\n

Service Item Subgroups:<\/strong> MR9 Service Groups are further broken down into subgroups where related service items are grouped together. This saves time when billing, because instead of scrolling through a long, undifferentiated list of all of your miscellaneous service items, you can locate individual items quickly in their small subgroups.<\/p>\n

Sold To Contact:<\/strong> Contact that ordered the services on the invoice. Usually the Ordering Contact<\/a> on an order.<\/p>\n

Sold To Firm:<\/strong> Firm that ordered the services on the invoice. Usually the Ordering Firm<\/a> on an order.<\/p>\n

Surcharge:<\/strong> If you pass along the credit card processing fee when a client pays an invoice by credit card to the client, you record it as a surcharge in MR9. If you pay the credit card processing fee yourself, you record it as a processing fee in MR9.<\/p>\n

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<\/a>T<\/h3>\n

Tags:<\/b> Labels you create in MR9 to organize entities with relevant, searchable keywords or phrases. Tags are especially helpful in classifying firms for marketing purposes and contacts for customer service treatment.<\/p>\n

Tracking:<\/strong>\u00a0System for\u00a0keeping track of where production items are in your production cycle and physically in your office.<\/p>\n

Tracking Item: <\/strong>Workflow specific types of orders go through. For example your process for records retrieval would be a tracking item and the steps in a workflow are called tracking steps. If you have different workflows for different types of records retrieval \u2014 or other services you provide like process serving \u2014 you can set up multiple tracking items.<\/p>\n

Tracking Step:<\/strong> Step in a workflow.<\/p>\n

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