MerusCase

Commentaires: Overall, I'm thrilled we're using Meruscase and can't imagine working again without it.

Avantages: 1) Customer Support is Exceptional! Just AWESOME! They are very responsive and helpful.
2) Emailing from the case and attaching documents from the case as a PDF/Word documents is seamless, saving valuable time.
3) Ability to easily select documents to combine into a zip file or single PDF document.
4) Jet Filing is incredibly easy with Merus (get feedback either validating or rejecting your filed documents in a matter of minutes). File a DOR and the next morning get an email with a Notice of Hearing from the Board (if you elect to be served by email). (All documents Jet Filed can be easily located)
5) Subpoenaing records through Merus (All outstanding subpoenas can be easily located)
6) Creating Tasks/Reminder
7) Ability to create custom templates
8) VISUALLY - Merus looks great!

Inconvénients: 1) The ability to Drag and Drop Activity notes into whatever order you want would be nice. If you entered PDF docs and want to reorganize them in reverse chronological order this would be a nice feature. Combining PDFs into a single doc is done by the order they are entered in Merus. It woud be more user friendly to drag and drop into whatever order we want the PDF documents combined. Also PDF viewer features are non-existent (can't search, skip pages, etc).
2) How best to edit/save/delete parties and contacts is not intuitive and can cause grief. You can limit each user's ability to make changes but if allowing your staff the flexibility to make those changes, make sure they are trained how to properly edit parties without making changes to other cases.
3) Addingl label features for addresses would be helpful. Many doctors (esp. QMEs) have multiple addresses. Some want the records sent to a different address than the address of the exam, while some have yet another address if records are sent overnight. Being able to label which address is primary for each or if we could type a description by the address it could help.
4) Their Log Call feature is nice for party contacts and I'd like to see that feature added to Company contacts
5) Had some issues with hyperlinks and some content not visually appearing in Merus

Avantages: It is a program that is easy to work with, pretty user-friendly for people with experience or no experience.

Inconvénients: For me, something I have noticed from the beginning was that after every update the software has crashed.
- I work for the Personal Injury Department it is not as user-friendly as it is for WC.
- Has at times a huge delay updating and uploading e-mails
- When searching for a contact (company) when having several named the same but with different addresses when trying to link it to a person contact it does not give you the option because the list its only like 10 option, for the PI department that is very difficult because we work with a lot of insurance companies that have several locations and by not being able to link an adjuster to the correct company and address it creates issues.
- In the incident tab I feel that should be larger and easier to write down and be able to see it, the filed that is given to writing being only one line it makes it difficult to be able to read it all and proofread it due to the fact that you cannot look at the whole thing at once.
- For PI Dept should give the option to create add more fields and also when creating a new case PI case should automatically add before the case # a PI to facilitate and make it easier to identify the case without having to manually go and change it.