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Ideas & Enhancements


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Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.
Guest 5 months ago in  1 Shipped

Print option to value tab notes section

Would like to be able to print provider notes that are entered into the Value Tab
Guest 5 months ago in  0 Shipped

Provider phone number should be easily found on the 1st screen without having to drill down into the provider card

No description provided
Guest 10 months ago in  0 Shipped

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest 11 months ago in  0 Shipped

Activity Feed - Per User

Can an "Activity Feed" be per user in additional to each case. It would be nice to see all the cases that I looked at or worked on in one day, week, etc. In case I forget what case I worked on and rather than go through all of my cases, I can look...
Guest over 1 year ago in  1 Shipped

Search/Not Search Option - When adding a potential client in an intake, we want to be able to not have to add the name and then input the client's contact information. You should be able to input the name without searching and move to the next section in the intake form.

No description provided
Guest over 1 year ago in  0 Shipped

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest almost 2 years ago in Accounting Integrations / Integrations 0 Shipped

Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.
Guest almost 2 years ago in General 1 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest almost 2 years ago in General 8 Shipped

Auxiliary Checklists - Do not Repopulate all checklist items based on changed case dates

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any items...
Guest almost 2 years ago in Checklist 1 Shipped