Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Have the provider address show in the value screen instead of having to go into the provider tab.
Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
Replies to email auto tagged, and sent from Neos not OL
When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
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...