Related article: Case Note Description in My Case Notes Review report
The Case Note Review report can be used when you want to review case note billing, including the full Description for the case note. It is also useful to monitor the case note verbiage for new VRCs or interns.
The report contains Professional Hours, Travel/Wait Hours, and Miles, Activity Type, Service and Description for each case note for a quick and complete overview.
This is the only report that shows the full Description field for a case note. The report must be exported to Excel to see more than about 50 characters of the description. Once in Excel, you can select the Description column, expand it, and specify Text Wrap to see the entire description. (see related article at the top of this article with more detailed instructions)
Parameters:
Start Date and End Date (required) limit results to activities completed within the date range.
Timekeeper VRC (optional) is used to restrict results to case notes completed by a particular individual or group of individuals.
^Let me pick inactive Timekeepers^ checkbox (unchecked by default) is used to include inactive VRCs in the Timekeeper VRC parameter drop-down. Inactive VRCs will not be included unless this box is checked.
Timekeeper Rate Level (optional) allows you to restrict results to a particular rate level. Firms may define their own rate levels, and these are the options that show up in the drop-down. As an example, for most vocational firms the rate levels are VRC, Admin, and Intern.
Lead VRC (optional) is used to restrict results to cases with a particular individual or group of individuals in the Lead role.
^Let me pick inactive Leads^ checkbox (unchecked by default) is used to include inactive VRCs in the Lead VRC parameter drop-down. Inactive VRCs will not be included unless this box is checked.
Referred VRC (optional) is used to restrict results to cases with a particular individual or group of individuals in the Referred To role.
^Let me pick inactive Referreds^ checkbox (unchecked by default) is used to include inactive VRCs in the Referred VRC parameter drop-down. Inactive VRCs will not be included unless this box is checked.
Include Non-Billable Case Notes (required) determines what kind of case notes (Billable, Non-Billable, or both) are included in the report. The default is Billable.
Case Note Status parameter (optional) allows you to select what has been billed (Invoiced status), what will be billed (Submitted status), what has been completed but is not ready for billing (Draft status), or all of the above.
Note:
There is a limit of approximately 32,000 characters for the Description column.