Client Profile MDT Tab

Client Profile MDT Tab

A major addition to the client profile is the MDT tab. Within the MDT tab you can you view historical meeting notes, print out meeting notes and modify what case lists a client is apart of. To learn more about the MDT tab please follow along below:

Step 1. Navigate to a client profile.
Step 2. Once on the client profile click the 'MDT' navigation button. On the MDT tab you will be able to: search through meetings by keyword (A), print out MDT notes for this specific client (B), view the complete meeting the client was apart of (C), meeting information (D), modify what case list the client is apart of (E) and change MDT roster status (F).
Important: Only recorded meeting notes will show up in the MDT tab. If notes are missing from the tab, double check to see if that meeting was recorded or not.


Step 3. To change what case list a client is apart of simply expand the allegation you want to change, and then check/uncheck the boxes next to the case lists that have already been setup. For more information on setting up case lists click here.


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