Here are some frequently asked questions about MerusCase’s Medical Index feature.
What kinds of documents are available to be indexed with this feature?
Any PDF documents that have been tagged with the appropriate medical index tag. This includes Word documents and emails that have been converted to PDF by MerusCase.
How can I edit the Document Author and Date of Service fields?
You can enter or edit the Document Author and Date of Service fields by editing the activity associated with that document from the Activities table.
Where can I find medical indexes that have already been created?
Previously created medical index files can be found on the Indexes tab of the Document Index feature.
If I remove a document from the Available Documents, will it be deleted from the case?
No, removing a document from the Available Documents table will remove the medical index tag from the activity and therefore be unavailable to be included in an index. The document, however, will remain in the case file Activities table with all other information intact.
If I delete a medical index, will all the included documents also be deleted?
No, the documents will remain in the Available Documents tab and in the Activities table for the case file.
What is the purpose of the “Non-Indexed” and “Indexed” filters for Available Documents?
These filters allow you to quickly see which documents have or have not already been included in a previous index. For example, if you need to create an updated medical index for a third party on a case that has already received earlier documents, you can use the “Non-Indexed” filter to see only documents that have not been previously sent.
Is there a maximum number of documents that can be included in a medical index?
There is no limit on the number of individual documents that can be included in a medical index in MerusCase.
I see that someone in my firm created a medical index. Why can’t I edit it?
Medical indexes can only be edited or deleted by the user who created them or by a firm administrator.
Can I remove my firm’s previous medical index tag to use the new default tag provided by MerusCase?
Yes; when a firm administrator chooses to delete a tag that is already in use, you will be asked to choose a replacement tag. Select the “Indexable” tag for this purpose, and it will replace the preexisting tag on all tagged activities. Please note that this action cannot be undone, even by the MerusCase support team.
On Step 3, can I sort my documents by more than one column?
You can sort the grid of documents by more than one column by holding the shift key on your keyboard and clicking on multiple columns.
See our setup article and instruction article for more information.