Similar to https://ideas.needles.com/ideas/NEED50-I-1212 Would like to be able to remove all AUX checklist items at once rather than one item at a time. (would be useful for when the aux checklist would need to be changed or if someone were to acc...
add the Ideas & Enhancements as part of the Service Portal / Support Portal
I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Allow document coding to be read if it is inside a text box.
Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Mentions in provider notes should work same as case notes
Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
Modify text in comment box (bold, italic, font size)
The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
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