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Microsoft Azure single sign-on Company ID screen Next button action trigger

On the Microsoft Azure single sign-on Company ID screen when hitting enter on the keyboard it would be nice to have the Next button action trigger so that you don’t have to click the Next button.
Guest 11 months ago in  0

URL that points directly to the Azure single sign-on

It would also be nice to have a URL that points directly to the Azure single sign-on to eliminate one extra screen and button to click on.
Guest 11 months ago in  0

Send Neos Mesages to Outlook

Staff receiving many messages a day can miss important Neo messages even thought it may have a red exclamation point next to it, important message's could stand out more if the message could also appear also as an Outlook email,in certain situatio...
Guest 12 months ago in  1

Enhancement for Settlement Info and Settlement Calculator Screens

See attached
Guest 12 months ago in  0

Underinsured motorist claim fields

We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
Guest 12 months ago in  0

Way to Total Up Values by Type and Provider

Helpful in making sure a treatment date was not missed along with knowing a total of how much was charged over the course of treatment.
Guest 12 months ago in  0

Auto Post & Send Messages with specific data from the case

Ability to auto-send a message with specific data from standard/custom tabs (specified by the user) from the case and post to notes based on a specific action (specified by user)
Guest 12 months ago in  0

Adding More Columns to Standard Dashboard Reports

I use the report view of the dashboard charts for my attorney fees. I came across an issue where if two value items have the same values for all columns of the report then it will only show one on the report. The dashboard value seems correct but ...
Guest 12 months ago in  0

New search criteria for Advanced Search/Reports that show what changes were made by each staff in any case

This criteria should show what changes were made by any/specific staff on any case and should show what exact documents were changed if applicable. The new search criteria could possible pull from the activity feed of each case as the information ...
Guest 12 months ago in  0

Bulk Update on Text Messages

I upgraded to Premium texting. On the communications tab, I have over 900 prior text messages that are "Unassigned" bc they have no Note topic. Instead of having to go through each one, there should be a way to assign the same note topic to all "U...
Guest about 1 year ago in  0