Ideas & Enhancements
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Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Open PDF in desktop app

Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
Guest 5 months ago in  4

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 9 months ago in  2 Future consideration

A button in the Medical Summary tab that adds up all of the Treatment Totals

Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Guest over 1 year ago in  4

Add scripted emails to send from templates

Allow scripted email templates to be made that you can email straight from the case that save in the Notes tab. Similar to the texting feature just with emails.
Guest almost 3 years ago in Document Generation 0

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
Guest over 3 years ago in  7

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.
Guest almost 4 years ago in General 0

Manual checklist status set to "Open" instead of "Blank"

The auxiliary checklist items that have no reference and are set manually should be an open status instead of blank.
Guest 2 months ago in  2

An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.
Guest 11 months ago in  0

Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos

When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
Guest 11 months ago in  3