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Value tab reports in excel spreadsheet

Maybe it's already possible and I did not see it, but I would like to be able to download any settlement memo report in excel. not just PDF
Guest about 2 months ago in  0

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...
Guest 3 months ago in  0

Please add the Stamp Feature in the pdf editor

Please add the stamp feature in the pdf editor like it is in the Adobe Acrobat DC version. See picture below.
Guest 5 months ago in  3

Templates within the Record Requests and Documents tabs within all cases

When we have a signed form like a HIPAA, we will apply that form towards each provider once we are ready to request records and billing. In the pdf form, I would like to use tags for provider name, address, current dates and such things. Then I wo...
Guest 5 months ago in  0

Add filter to Calendar such as Open/Closed/Rescheduled and a filter to hide dates that have past

It would be so much easier to keep organized if there was a filter in the calendar where we could filter to only see Open/Closed/Rescheduled/etc. Also, to have the option to "hide" the calendar events that have past the current date / specific dat...
Guest 7 months ago in  0

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest almost 2 years ago in Checklist 7

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...
Guest 8 months ago in  0

Bulk Action to Upload Documents to DocuSign

Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
Guest about 2 months ago in  0

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Guest about 2 months ago in  0

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Guest over 1 year ago in  1