Checklist items to follow up with outside referral Attorney via email
Neos Automation should be able to send an automated email to the referred to email address in a case to get status updates. The email should include a link to the case in Neos so that the recipient can easily view the case details. The recipient's...
Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...
Not allow users/staff to edit or add notes to a closed case.
When searching for cases and a closed case pops up, for there to be an option for a pop up saying that this is a closed case or not allow users to edit closed cases unless given permission.
We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...
Required fields when entering a Provider or Client
People keep adding providers with just a name and phone number. I would like more required fields when entering a provider or a client so that the information actually gets added as it should.
Is there any way to set up Needles so that the date of birth shows a 2 digit month and 2 digit day for all fields? Example – currently shows 6/1/1958 instead of 06/01/1958. Most portals require the 2 digit month and date and our format prevents us...
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