Implement a secure HIPPA compliant file share system
Create a secure way to send large files through a secure file share system. This would be safer and we could then send large files which could be securely downloaded by the receiver.
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...
A Case Tab Section Solely Dedicated to Medical which transfers into the value tab and a cast tab solely dedicated to case expenses
Can we get a case tab that is solely dedicated to medical. bills and records and another tab soley for case expenses which automatically transfers over to the value tab instead of everything being uploaded in the value tab
User would like to be able to change the default email in the online accounts in a provider card
Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
As it stands, there is no way to add a note under contact emails or phone numbers in the event that there are multiple contact persons on a specific case. our only options are "personal, business, mobile" and no room to add a note as to what each ...
0
0
