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...
I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box
Select default email address through Needles mobile app
When clicking on a parties email address through the Needles app, the app will automatically use the default email address on the phone. This can make it difficult when someone is using their personal phone for business reasons as well. When the u...
Since we are able to move the Quick Access Toolbar down below the ribbon, it should be able to be saved below the ribbon. Currently every time you start a new session of Needles the quick toolbar resets to the top of the screen
Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)
For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option.
While more robust controls over maintenance m...
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