One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes.
It would help greatly if the save button was another color than blue, ...
Text messages should be automatically posted to the notes tab
The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.
User would like a drop down of suggested providers in the medical records tab
Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.
Doesn't want the sidebar panel to open when clicking a provider
When double-clicking on a provider to pull up their profile, the sidebar preview panel opens every time, even though I'm not single-clicking to look at the sidebar. Then the only way to close the sidebar is to click X to close it. This is a time-w...
Neos - Add ability to filter Dashboards by "Our Client"
In reports, you can filter different reports by "Our Client", however this same filter is not available for Dashboards. Would love to see this available in Dashboards as well.
Color coding for when Minor or Deceased statuses are checked in Neos
Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
0
0
