Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2683 of 2683

Medical Treatment Tab with Recs/Bills Attached

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.
Guest over 1 year ago in  1

Allow Bulk Update across more fields

Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.
Guest 8 months ago in  0

Changing the Start/End Date Behavior in Reports

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.
Guest almost 2 years ago in  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 almost 2 years ago in Checklist 0

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...
Guest over 2 years ago in  0

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.
Guest almost 4 years ago in General 0

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.
Guest about 3 years ago in General 0

Ability to integrate ring central instant message chat and call recordings

If we could add these features it would be great.
Guest 8 months ago in  0

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Guest 8 months ago in  0

Better and More Intuitive and Visually Pleasing Design for case fields and fields located sections

Can we please get a better more visually pleasing design for tabs, and text in case fields as well as secitons.
Guest 8 months ago in  0