I use the "Search" al lot and would like to see the search box (search criteria section) always visible in the ribbon. It seems that there is plenty of space available for this important feature.While I realize I can pull this into it's own Window...
Add the Provider ID number next to the provider name on the records tab
On the Records/Request Form please add the Provider ID to the right of the provider name. We have a number of providers with the same name and different details (eg billing vs records) and this would be helpful in differentiating the similar Provi...
When a checklist item with a document comes up, the document should be automated. You have 5 checklist items that require documents. Would you like Needles to print.
The Notes tab and notes are deficient, inefficient, and insufficient. All notes made anywhere in a case under any tab should be cc to the note tab, with a label from which the note tab came. This would allow better centralized control of case info...
Viewing multiple calendars should load as tabs so that you can quickly remove the calendar
Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...
The intake date field on the case tab is an editable date field but while it is still an intake it is just a locked bit of text. The date on an intake should auto-populte with todays date like it does now but you should also be able to edit the fi...
A very large percentage of our calls, and thus messages, are from Insurance Agents.
I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults...
Rachel thinks it would be great for an adjuster to automatically be associated with a case when posting an email, if their contact information is listed in the insurance tab. For example if we get an email from our client Jane Doe from her adjuste...
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