Do you find it difficult to find all of the doctors that are attached to your case? Fortunately, the 'Party Groups' tool allows users to classify individuals and companies into custom categories within your 'Parties' tab! Ultimately, this simplifies the process of finding medical providers, attorneys, witnesses and any other type of case player.

In order to utilize party groups, you can jump into the 'Parties' tab of a case* and assign a party a category of your choice at the bottom of each individual's Party Card.

This is great, but how do I create a custom party group?

1. Navigate to the Party Group page. To do this, in the upper-right-hand corner of your MerusCase dashboard, click on Tools > Settings and Options.
2. Now, in the column on the left, click on Systemwide Settings > Party Groups.
3. Once the Party Groups page pops up, click on "New Party Group."
4. Assign a Name, Order, and Color to your custom party type.
5. Click "Save" and your Party Group is ready to use!

Pro Tip: If you want to edit your party group, it's simple! When you've reached Systemwide Settings > Party Groups, you can click on the colored box directly to the left of the party group you want to edit. When you click on it, the Adjusters box will pop up, which will then allow you to alter the Name, Order, and Color of that party group.

Still need some additional help? Check out our more-detailed help article!

*Party Groups not available on Workers' Compensation cases because Parties are associated with specific injuries.