Ideas & Enhancements

When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...

User wants a totals by co pay, pip and write off in a medical summary providers report just like it was in needles 5

Graphic Dashboard For each case within the case.

When opening a checklist item, the status column is not displayed by default. This leads to possibilities where new users who have not set the status column to be visible will not notice items might have no status entered, leading to disorganized ...

Add the "Add" action button under each section on the Value tab? In other words, have "Add" next to Recovery, Deduct and retain to pay, and Deduct and retain to pay to others

When a billable time entry is added into the Time Tab it would be nice for it to auto-populate into the Value Tab to prevent dual data entry. Creating a bill from the Time Tab does not provide an expense breakdown for the law firm's client to see ...

Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management

search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).

Value Tab's Provider Info and Transaction Summary areas not intuitive in layout Client suggests that the Provider name and Code are the most important fields and should be filled in first and clicking out of one should lead to the other, or maybe...