Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Sort alphabetically in Related Contacts and add email addresses
Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...
Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client
In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER
When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...
2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)
2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.
The X to open a full size view of the client photo is very unintuitive. It should be something like arrows pointing away from one another or another universally recognizable signifier of zooming/making an image full-screen. My assumption for quite...
When tagging a document into needles, my team finds ourselves scrolling through what type the document is. It would be much more efficient if we could search for the document type.
Ring Central Recorded Phone Calls and Ring Central Voicemails in case file
If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call
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