I would like to add a spreadsheet template for tracking medical record requests to the “Medical Records” folder that we have set to auto populate when we create a new matter in Personal Injury. I can see how to add custom folders, but not how to have a folder automatically generate this document. Is this possible?
Best answer by emily142
View originalHey there! Thank you for posting in the community. As of right now, that would be a feature suggestion. However, I have an idea that you might be able to use. In the Matter Configuration, there is a notes tab. Could you add a checklist to appear on the NOTES Widget in the matter template? The Notes widget is visible in the matter template, and this could serve as a workaround until we can review the feature suggestion. Our Product team reviews all suggestions submitted. Your checklist could list the various medical/other records request(s).
From within the matter, that Notes section will appear like this:
I’m not sure what advantage there would be to using your method compared to Smokeball’s built in features. It seems like your method may have existed pre-Smokeball and is being carried onward. Smokeball is expensive if only being used as a file server but is very affordable when it is being used to the fullest extent.
I’m not sure what advantage there would be to using your method compared to Smokeball’s built in features. It seems like your method may have existed pre-Smokeball and is being carried onward. Smokeball is expensive if only being used as a file server but is very affordable when it is being used to the fullest extent.
To be honest, I find smokeball’s medical record interface to be a bit clunky and unintuitive. I’m trying to find a middle ground for now so at least everyone working on a file can see where we are, records wise.
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