Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
"More Info" field not referenceable in Intake Layout Manager
When inside the intake layout manager, we want to reference the case tab's "More Info" field, however it is not an option. Please provide us an option to reference it in the Intake Layout Manager.
Add an advanced search column for provider roles and provider specialties.
In advanced search, we can filter by provider roles and their specialties, however if we would like to display them in the report we cannot. Advanced search does not offer a column for these two fields.
Manager provider card layout based solely on provider role.
We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
Currently we use podium to communicate via text for the sole purpose of allowing clients to make payments directly into our bank account without the necessity of fees and charges for a credit card service
To be able to email the intake to the referral attorney.
I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
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