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Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab
Guest over 4 years ago in General 0

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest over 4 years ago in General 0

Notes tab > Case status default to checked

In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
Guest over 4 years ago in General 0

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest almost 5 years ago in General 0 Already exists

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest almost 5 years ago in General 0 Already exists

Increase the character limit of the "Special Note"/ Red Flag

We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.
Guest almost 5 years ago in General 1 Unlikely to implement

Please Delete - Duplicated

Duplicated
Guest almost 3 years ago in General 0

Delete Please

Please Delete this oneSubmitting to Triage
Guest about 3 years ago in General 0