Needles Today appointments should show individuals calendar items
Needles today appointments shouls show an individuals calendar items but they should still be allowed to have the calendar view default to a group. If you change the staff settings for calendar to the group, then the appointments on Needles Today ...
Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...
Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...
Needles Calendar should have pre-determined date range filters
Date ranges such as: Today, Yesterday, This Week, This Month, This Year, Last Week, etc. would significantly reduce the amount of clicking, while make reporting less prone to date calculation errors.
If you’re entering a provider’s email address in the Online Accounts screen, you can click OK once the email is detected to be in a valid format as you’re typing it in the Account field. If you’re entering a provider’s phone number in the Phone De...
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