Using Vitals for Quick Reference of Important Information Follow
What are Vitals?
Vitals is a feature that allows you to highlight important information for easy reference at the top of the customer screen (lead/case screen) in the Customer Ribbon. When viewing a customer in the lead/case/matter screen, AKA the "Customer Screen" you will always see the Customer Ribbon at the top of the screen. Vitals are on the right side of the Customer Ribbon, as shown below.
💡Although there is no limit, it is not recommended that your firm adds more than 10 fields to the Vitals feature for visual purposes. Also, the color of the Customer Ribbon may vary based on the selected theme.
Note: Previously, in earlier versions, the Vitals were shown on top of the Details section and were not in the Customer Ribbon since there the ribbon was not included in earlier versions.
Vitals - Suggested Configuration Examples
For full-service firms and firms that have multiple practice areas, it is highly recommended to create a different set of Vitals for each practice area (known as "case type" in the system).
For firms with a focused, single practice area that all have the same Vitals, you may use the "All" case type to set up the same Vitals to be shared across every practice area. It is not recommended to do this if the firm has multiple practice areas because it could cause confusion since all case type fields will appear in Vitals for all case types in addition to any fields added to a case type-specific layout.
💡It is best to decide if you want every practice area to be the same Vitals or create different Vitals for each.
For example, in a personal injury practice area, the field "Describe your bodily injuries" might be a good field to put in the Vitals area, but it may not be applicable for a business litigation practice to have in the Vitals. Another example is putting the "Date of Separation" in the Vitals area for a family law practice, but not relevant for a social security disability practice area.
Configuring the Vitals
To configure the Vitals, you must be a user with admin permissions in the CRM system. If you do not see the gear icon in the Vitals feature, then ask your system or firm administrator to provide you access or assist you further.
Click on the⚙️ gear icon at the top of the Vitals screen, as shown above, to go to the Form Builder tool. The gear icon is a shortcut to the Vitals set up screen which is also accessible through the Form Builder tool.
Choosing a Practice Area for Adding Vitals to the Layout
Next, verify that you are in the correct practice area before you start to add fields to the Vitals area. We will use the personal injury practice area as our model for this example.
Setting Up Fields in the Vitals for Each Practice Area
If you do not have any Vitals added currently, then the screen will show you a message that will ask you to add fields to the Vitals area for each practice area in the Form builder tool, as shown below.
You may add any existing fields from the Intake/Case Form to Vitals. When a field is added to Vitals, then it will share the same data as the corresponding field in the Intake/Case Form, so if you fill it out once, it will be visible in both places, the Intake/Case Form, and Vitals. Of note, fields may be safely removed from Vitals without deleting them from the Intake/Case Form.
Vitals only supports single-column mode for field layouts.
Choose or Create each field that you would like to add to the Vitals layout for this practice area, one at a time, until you are finished.
After picking each field, you need to edit the field properties in a popup screen.
- If your firm is using the same Vitals layout for intakes and cases, then check off both boxes:
- Intake Vitals
- Case Vitals
- If your firm would like to use different Vitals layouts for intakes and cases, then do not check off both boxes. For different layouts, you will need to add fields inside of the "Case View" below.
- Press the Submit or Save button to continue.
- Add the next field.
- Rinse and repeat until finished and then close the Form Builder tool.
Removing Fields from Vitals
Want to remove fields from Vitals? Any fields that you add to Vitals can be safely removed from Vitals at any time without deleting the fields from the Intake/Case Form. Just click the remove button when editing each field. This does not remove the field from the Intake Form since that must be done separately.
Setting Up Vitals for an Intake vs Case
Other than the practice area, you could also create a different Vitals layout for a lead/intake versus a case view (the Case view is only available if you have the Cases module).
Note: If your firm also uses the Law Ruler cases module, then you will see an option for "Case Vitals" under the "View" option. If not, then you will only see the "Intake Vitals" option under the Tab screens at the top, as shown below.
Left-click on each field to open the field properties for each field that is in the Vitals layout.
- After clicking on a field, you can reorder the fields in Vitals by dragging the hamburger icon
- Click the green pencil icon to edit the field properties if you would like to add or remove a field from the intake or case Vitals layout
- Click the red "X" icon to remove a field from Vitals. NOTE: This only removes the field from the current Vitals layout and does not remove the field from an intake form.
Check the box for Intake, Case, or both inside the field properties for each field you add to Vitals. Press Save to continue.
After you add some fields to Vitals, it will look something like this in the Form Builder tool:
After you are finished editing your Vitals layout, then it should show up inside any lead/intake or case inside of the practice area that you set up.
Vitals default to view-only mode, but any Vitals fields can be edited by pressing the pencil icon in the Vitals area. Any changes to Vitals will autosave.
If you need further assistance, then please contact Law Ruler Support to assist you further.
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