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Tuesday, December 30, 2014

Feature Focus: Keyboard Shortcuts + Case List with Injury Detail Reporting

Who loves shortcuts? We do! In a recent release, our engineering team set up a few time-saving shortcuts in order to help you more efficiently navigate through MerusCase!

If you find yourself often logging time, or completing similar commands, these keyboard shortcuts will keep you moving quickly through your task list:

  • Ctrl-\ - opens the global time tracker window 
    • Tip: '\' is the key above the Return/Enter key 
  • Esc - triggers a box's Cancel button
  • Ctrl-Enter - triggers a box's Save button 
  • Ctrl-Shift-Enter - triggers the Save and Add Another (green plus) button when adding Ledger items
    Check out this short video to see the keyboard shortcuts in action:
    We also recently introduced a new type of report: Case List with Injury Detail. By utilizing this command, you can generate a report that will sort your cases by Case Type and/or Case Status. The report will bring up a spreadsheet with the following information for all cases of the selected type and status: Case Name, Claim Number, Claims Adjuster, Carrier, DOIs, Opened, Closed, Venue, Attorney Responsible, Case No., Office, Case Status, and Type. To access this new report, you’ll want to:
    1. Hover over “Tools” from the main menu in Merus and click “Reports”.
    2. When you’ve reached the list of reports, you can scroll through and find the report titled “Case List with Injury Detail”

    Pro Tip: Once a report has been created, any Case with multiple Claim Numbers and DOIs will show you which Claim Numbers correspond with which DOIs by populating the form with numbers in parenthesis, as you can see in the screenshot below. This feature eliminates the need for you to spend time figuring out which Claim Numbers and DOIs match up -- now, MerusCase does it for you!

    Note: This post features MerusCase Version 3.9 or earlier. As such, this post may no longer be accurate. For the most current and up-to-date information about the latest version of MerusCase, please visit our documentation at docs.meruscase.com.

    Posted by MerusCase on Tuesday December 30, 2014 0 Comments

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