Ideas & Enhancements
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Cloud Case Docs File Attachment Size

Client would like file size larger than 2.9 gb
Guest about 4 years ago in General 0

Cloud: Provider information

When viewing the provider card from the counsel tab, insurance tab or any list tab it shows only the first number entered in the provider card and not the multiple numbers. What if the first number is the fax number it shows the fax number which t...
Guest about 4 years ago in General 0

Cloud - List Provider Usage Lacking Information and Functionality

When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Guest about 4 years ago in General 2

My wish is that Needles would make the Transaction Details screen smaller.

Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...
Guest about 4 years ago in General 0

Shot Cut Keys

Add short cut keys to maneuver through the program. Says time
Guest about 4 years ago in General 0

Allow staff members to view changes made to user minin directories

This will allow all staff members to see updates to mini directories instantly.
Guest about 4 years ago in General 0

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- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month
Guest about 4 years ago in General 1

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
Guest about 4 years ago in General 0