Since the Auxiliary checklist pulls in the header, need a quick way to change the Aux provided. We've had to change tiers on some lit cases and when the corrected tier checklist gets added, it shows both checklist names in the header. Need a way t...
Currently, when adding an insurance company to the tab, you must pick a "party" or Neos won't allow you to save it. There are many times were we are giving insurance insurance but do not have the party name associated to that insurance company. We...
Once a requested check is in the Needles Integrator it appears it cannot be deleted. We are still on a learning curve, of course, but we have a need to be able to delete checks before they are sent to quickbooks needlessly.
Please roll back the "feature" that auto-populates provider prompts during document generation. Several of our document templates have 5 or more provider prompts and they all populate with the same provider. It's much simpler to just fill in the fields as needed or have an "apply to all" button instead.
Certified nurse midwives are often defendants in medical malpractice cases involving birth injuries. Physician's assistants are often defendants in medical malpractice cases. CNM and PA should both be added to suffix and provider type options with...
Fix formatting for staff phone number when merging
Please fix formatting: When using staff phone numbers in a merge document, they are inserted as one 9-digit number, not formatted as a phone number with parenthesis and a dash.
Add 'Actions > Add New Value' Option to Insurance Tab
Add the 'Actions > Add New Value' button to the Insurance tab - this will allow us to easily send Insurance info to the Value tab, so you don't have to search for the insurance in order to do MEDPAY, PIP or other SETTLEMENT value items. This is...
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