When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.
Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen
Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
Intake name blocks no longer contain prefix/suffix fields
After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
Would like the option to use the same template for both intakes and cases rather than having to upload the same template twice.
Alternative, create the option to copy the template from case to intake (or vice versa).
Would like to be able to see the Federal ID in the Party Tab once the client has a case opened in NEOS. This would help to eliminate a duplicate entry into a user defined field. Also, perhaps it would allow for another form of conflict check.
Display Insurance Limits along side Case#, case type, etc
It would be helpful to have the ability to display the insurance limits @ the top of the case where the case #, case type, date of incident, etc is displayed that way you could see the limits from any page in Needles.
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Already exists
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