It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest
about 3 years ago
in General
1
Already exists
Reschedule Calendar appointment populates option to assign new date
In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
Ability to convert or make copy of a word document to PDF directly
At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest
about 3 years ago
in General
1
Already exists
It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest
over 3 years ago
in General
0
Future consideration
Option to open word doc or PDF in native program instead of opening new window in browser
There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
1
Already exists
