Bring Back Columns for Adjustments and Payments on the Value tab
The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"
Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Add one line of Synopsis screen to the individual cases durng search
It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
Provide a drop down for the call field in the communication field.
When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
Auto-populate Document Type field when generating docs from checklist.
When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.