The Value Code field really should be first on the value entry screen from top to bottom, left to right, before the Provider information, especially when you have a code like DTF that can auto-fill the provider.
When you set the Value Code of an ...
Before Needles 5, our firm always included in the names of our client folders the date of incident. This way, we don’t need to have Needles open to identify, say, which file of the client’s three accidents we represent them for is a lienholder we’...
Ability to notify people or groups when a checklist item is completed
Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases
There are a number of elements in the various Needles left column displays that may contain multiple records (Notes, Insurance, Records/Requests, etc.). It would be nice to see the count of records to the right of the entry like:
Insurance (0)Not...
At the moment if a user wants to enter a holiday into their user calendar it is stuck to a specific date in a specific year. The entire point of a holiday is that they are annual and at this moment the holiday function in Needles does not provide ...
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