The User Info portion of Tools & Settings houses User Info, User Preferences, Firm Info, and Reports. All of the sections in User Info are accessible directly from the tools menu (e.g. Tools & Settings > User Info).
Alternatively, access the User Info menu in the Left-Panel from within Tools & Settings.
User Info lets you view details of your account such as Permission Level, Initials, Billing Rate, Default Billing Level, Branch Office, Contact Record, Last Login date/time, and “White Listed” IP Addresses.
Editing User Info
To edit the active user’s basic information, click on Edit on the top right hand corner of the screen. From there, you’ll be taken to a new screen where you can make the necessary changes. Once completed, remember to click Save!
Alternatively, if no changes were made, or you don’t want the changes to take effect, click Cancel.
NoteThere are restrictions to what can be edited. For instance, it is not possible to edit the active user's permission level. To edit permission levels, you must be a firm administrator and you must do so via User Management.
Pro-TipWant to reset your password? Do so here when editing User Info. Simply type in your old password and your new password (twice) and click Save.
MerusCase provides an array of customizable options, allowing users to tailor their experience to their own practice management needs. Most of these options can be found in the User Preferences section. See documentation entitled User Preferences for more details.
View your firm’s Name, UAN, Address, Contact Information, Number of User Licenses, Tax ID/EIN, and Last Login information through My Firm.
To edit any of the information displayed here, click on Branch Office administration interface displayed on the bottom. On click, you will be directed to Firm Preferences where you can edit Firm Letterhead, Addresses, & Branch Offices.
Merus has a list of frequently used reports built into the system that users can access. See documentation entitled Reports for more details.