Move location of select button when searching for parties/providers
When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State
In Needles 4 and 5 you can change the zip code that is accociated with a specific city. In Neos, you do not have this as a feature and it should be added
Need easy to use List function in template documents
There needs to be an easy to use list function in template documents so that we can easily total up medical treatment/amounts due/date of treatment or case expenses easily - which we could do in previous versions of non-cloud needles.
Will be helpful when looking at staff if it will indicate if they are logged in with Y or N as it is in version 4. It would be helpful to firm to be abled to logout a user as an admin from the Staff directory.
Cloud: View another staff initials on party flyout menu
When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Under "CASE" - in the "case title" box- when you type in the client's name
it would be great if a drop down of choices came up after typing in the 1st 3
letters. Instead, you have to type in the 1st name even though you just did it
in the PA...
Under "PARTY" - the phone # column default does NOT fit a 10 digit phone #!
So every single time I enter a phone #, I have to manually resize the column,
same thing w/the email - the default column is too narrow to fit emails so
column needs...
