Ideas & Enhancements
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Additional Address types for providers

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!
Guest almost 3 years ago in  2 Already exists

Notes column within the documents tab

You can't add a notes column. It would be nice to add that column.
Guest almost 3 years ago in Document Management 0

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.
Guest almost 3 years ago in Search 0

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...
Guest almost 3 years ago in Intakes 0

Templates for Intakes and Cases

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).
Guest almost 3 years ago in Document Management 0

Federal ID field in the case

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.
Guest almost 3 years ago in  0

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.
Guest almost 3 years ago in  0

Value tab screen will calculate total amount of value while clicking on the transactions

It would be really useful if the value screen could give us a real time sum of the value of transactions that we have selected to do a batch transaction cut. . . that way, when I have everything clicked that I want to, I can make sure right then a...
Guest almost 3 years ago in  0

Request to make Case# and Intake# separate

Request to make Case# and Intake# separate for tracking purposes.
Guest almost 3 years ago in Intakes 0

Expand N4.8.2 Help Manual, Appendix B

An expansion of Needles 4.8.2's Help Manual has been requested, specifically to expand Appendix B. The requested detail is for a listing of the fields affected by each Staff Directory Priority, for greater ease of tailoring user permissions within...
Guest almost 3 years ago in  0