{"id":3025,"date":"2021-08-18T11:30:32","date_gmt":"2021-08-18T18:30:32","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=3025"},"modified":"2026-03-31T09:11:11","modified_gmt":"2026-03-31T16:11:11","slug":"online-offices-for-clients-others","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/plug-ins\/online-offices-for-clients-others\/","title":{"rendered":"MR Connect"},"content":{"rendered":"<h6>Plug-in #1<\/h6>\n<h5>Online offices for clients &amp; others<\/h5>\n<p>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.<\/p>\n<p>With MR Connect, information is available instantly whenever your clients want it with no effort on your part. And it\u2019s 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.<\/p>\n<p>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.<\/p>\n<h2>Customize to meet your needs<\/h2>\n<p>Customize your MR Connect before opening it to your clients and others. You can:<\/p>\n<ul>\n<li><strong>Change the site\u2019s content<\/strong> to communicate your message, share company news, provide extra help, etc.<\/li>\n<li><strong>Change the site\u2019s appearance<\/strong> (colors, logos) to match your company website.<\/li>\n<li><strong>Choose which functions<\/strong> clients can access.<\/li>\n<li><strong>Set up lists of services<\/strong> clients can select from.<\/li>\n<li><strong>Customize automated emails<\/strong> clients receive.<\/li>\n<\/ul>\n<p>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.<\/p>\n<p>Users can change their password themselves whenever they wish or if they forget their password.\u00a0And you can offer social media sign-in as an option so they have one less password to remember.<\/p>\n<h2>Increase site security<\/h2>\n<p>You can incorporate one or more of these measures to make your MR Connect site more secure:<\/p>\n<ul>\n<li><strong>Require users to periodically update their password.<\/strong>\u00a0You choose how often they must reset their password and whether or not you allow them to reuse the same password.<\/li>\n<li><strong>Lock user out of the account after x number of incorrect log-in attempts.<\/strong>\u00a0You set the number of attempts you will allow, and the user must contact you to unlock their account.<\/li>\n<li><strong>Require strong passwords.<\/strong><\/li>\n<li><strong>Add two-factor authentication (2FA),<\/strong> which requires that the user\u00a0enter 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.<\/li>\n<\/ul>\n<h2>MR Connect highlights:<\/h2>\n<h3>Online case repositories<\/h3>\n<p>Give clients online access to their files. Win new clients by offering them the same service during the pre-discovery period.<\/p>\n<h3>E-commerce<\/h3>\n<p>Clients can pay invoices, including CODs, online. Copy clients can pay online, then download records.<\/p>\n<h3>Personalized dashboards<\/h3>\n<p>Upon sign-in, users are greeted by their dashboard which gives them news from your company and direct access to their:<\/p>\n<ul>\n<li>Top 10 recent orders<\/li>\n<li>Top 10 orders with most recently uploaded records<\/li>\n<li>Total accounts payable<\/li>\n<\/ul>\n<p><span class=\"special\">Users can resize and rearrange the layout<\/span> of the different panes in their dashboard, then save their personalized layout.<\/p>\n<h2>Additional features<\/h2>\n<p>Depending on the access preferences you set, your clients can:<\/p>\n<ul>\n<li>See at a glance the status of any order including which orders have been canceled.<\/li>\n<li>Upload notices.<\/li>\n<li>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.)<\/li>\n<li>Use search criteria, such as case, patient, or client matter number, to limit which orders are displayed and\/or find a specific entry.<\/li>\n<li>View any order\u2019s details.<\/li>\n<li>Download records and other files.<\/li>\n<li>Order records.<\/li>\n<li>Look up outstanding and paid invoices. View invoice details including payment history and current outstanding amounts.<\/li>\n<li>Pay invoices. COD clients can download transcripts after paying online.<\/li>\n<li>Use search criteria such as case name, invoice date, and open<br \/>\nor paid invoices, to limit which listings are displayed and\/or find a specific invoice.<\/li>\n<li>If you offer reward points they can see their current points balance, pending amounts and history, and make requests to redeem or transfer points.<\/li>\n<li>Ask questions and track the resolution of their issues with the support ticket system.<\/li>\n<li>Look up information in the contextual User Guide.<\/li>\n<li>Update their contact information.<\/li>\n<li>Set personal preferences such as how many rows to display in a single page of results.<\/li>\n<\/ul>\n<h2>Adding MR Connect to MR9<\/h2>\n<p>MR Connect is available by subscription, month-to-month contracts, no long-term obligations, and can be canceled anytime.<\/p>\n<p>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.<\/p>\n<p>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 \u201c.contact\u201d<em>.<\/em><\/p>\n<p><strong>TL;DR: Online repository, calendar, and access to your office for clients, including downloadable records, order status, downloadable invoices and e-commerce.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n<p><strong>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add MR Connect to your office to give clients easy online access to your office <a href=\"https:\/\/omtiblog.com\/metarecords101\/plug-ins\/online-offices-for-clients-others\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[230],"tags":[35,231],"class_list":["post-3025","post","type-post","status-publish","format-standard","hentry","category-plug-ins","tag-mr-connect","tag-plug-in"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/3025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=3025"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/3025\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=3025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=3025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=3025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}