Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP
Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP - this would happen when you close the folder in Neos.
Remove the calendar from the records date input bar
Trying to type in a date should not be this tedious - anywhere. Have to backspace or have a calendar pop up that is literally years of clicking through is just... tedious.
Cloud: Negotiations Tab Shouldn't Require Carrier and Adjuster Information.
You should not have to fill in the carrier and adjuster information each time in the negotiations tab. You should be able to select them from a drop down of some sort that ties back to the insurance/counsel tabs.
Provider Usage Listing Criteria - Select All Option
When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...
Allow the option to keep specific options as defaults in drop down menus
Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.
Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.
In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.
It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
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