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PLEASE Add the Reminder feature to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest about 1 month ago in Checklist 1

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest about 2 months ago in Checklist 0

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Guest 4 months ago in Checklist 0

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest 5 months ago in Checklist 0

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Guest 5 months ago in Checklist 0

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest 5 months ago in Checklist 0

Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Guest 5 months ago in Checklist 0

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest 6 months ago in Checklist 0

Bulk Update Repeating Days on Checklist Items

Adding a bulk update for repeating dates in checklist items would allow for easier editing of primary checklists
Guest 6 months ago in Checklist 0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest 8 months ago in Checklist 0