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A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation
Guest about 4 years ago in General 0

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts
Guest about 4 years ago in General 1

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest about 4 years ago in General / Search 1

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Guest about 4 years ago in General 0

Make Police Report # a Searchable Field

There are many times where the police will follow up on an incident with only the Accident Report #. It would be nice if this field was searchable.
Guest about 4 years ago in General 0

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.
Guest over 4 years ago in Checklist 0

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest over 4 years ago in Accounting Integrations / Integrations 1

Needles Integration with Vonage

It would be nice to be able to easily track text messages and calls from our Vonage accounts into the Needles software.
Guest over 4 years ago in Integrations 0

Update the support website to explain how to delete/merge duplicate providers

You should update the website support to explain how to delete/merge duplicate providers. The online instructions are for 4.0
Guest over 4 years ago in General 0

Fix formatting for staff phone number when merging

Please fix formatting: When using staff phone numbers in a merge document, they are inserted as one 9-digit number, not formatted as a phone number with parenthesis and a dash.
Guest over 4 years ago in  0