The negotiation tab should let you pull the carrier from insurance and then allow multiple entries of negotiations and counter. It's to complicated, it needs to be simple and fast. That is why the attorneys do not use it at my office. I rate needl...
There are certain fields that are always used and should be filled such as the 'Appointment Type' in the calendar that we should be able to have control to mark as Required.
Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Sort alphabetically in Related Contacts and add email addresses
Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...
Calendar Reminder - Add ability to set default value per staff
Default now is "None". If someone forgets to set the reminder, of course they will not receive a reminder. It would be better to have a default reminder.
Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client
In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER
When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
It would be great to have the ability to pull demographic information of a party by making an option to extract it to send it out with ease. Often we need to send contact information on a party, and it would be helpful to be able to extract the information to be easily copied to a text or email.
All reports totaling amount DTF should have the refund subtracted. None currently do this.
When sending the total costs on a case to an attorney during mediation or any other time, refunds should be automatically subtracted to give the correct amount.
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