We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.
Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client
In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
I know NEO's currently tells you the number of the case in the system but having NEOs generate a file number associated with each case would be very helpful.
AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER
When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
A Case Tab Section Solely Dedicated to Medical which transfers into the value tab and a cast tab solely dedicated to case expenses
Can we get a case tab that is solely dedicated to medical. bills and records and another tab soley for case expenses which automatically transfers over to the value tab instead of everything being uploaded in the value tab
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