Our latest release, Version 3.4 Thyone, has arrived. MerusCase users can now take advantage of a new package of features and upgrades, including new keyboard shortcuts, added personal injury case types, double-column address displays, new billing features and other developments.
This new version empowers MerusCase users with brand new billing and payment options. Users may now alter how far back activities and items are displayed in
My Billable Time with options of 30 days, 90 days, 180 days, or from the 1st of the year.
Additionally, all cases now allow users to access the Settlements tab, which was only available to personal injury cases in the past.
Here are a few quick tips on how to access medical expenses associated with each case:
1. While working within a case, navigate to the Settlements tab.
2. From there, you can create a new settlement by clicking the Add Settlement button.
3. Click on the large settlement icon (which appears after you create a new settlement) to access the details, ledger and medical expenses associated with the settlement.
4. Click on the Medicals tab.
5. To record a new medical expense, click the Add Medical button.
6. After inputting the details of your new medial expense, click Save in the top, right-hand corner.
Thyone also brings an entirely new functionality to MerusCase’s billing interface in the form of
Client Accounts, which makes managing funds received from settlements much easier. The new version allows users to access, edit and add payments to
Client Accounts as completely separate entities from
Operating Accounts.
Beyond the advances to our billing features, users can also take advantage of improved Case List reports and upgrades to our Calendar, Events and Email / Messaging sections.
In the Activity tab for each case, users may now search for and edit both the file names and activity descriptions for each case-related document.
For more details, please see our previous
blog post on Version 3.4 Thyone, which lists all the new developments and features available in this latest release, and stay tuned for further updates.
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