In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...
Guest
almost 4 years ago
in General
0
Unlikely to implement
Separate the saving of Debit and Credit account associations for value codes
Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.
It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.
0
Unlikely to implement
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