For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
An an option to be notified either by Neos or the Neos Integrator when someone has requested a check in the $ value tab would be great.Examples: advance, advance-med, expert, filing fee, mediation, etc. check requests are typically of an urgent ma...
We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...
Required fields when entering a Provider or Client
People keep adding providers with just a name and phone number. I would like more required fields when entering a provider or a client so that the information actually gets added as it should.
The checklist notes field allows for a tag to a staff member, however, it does not send a notification. Would like to see an implementation for a notification to come from tagging staff in checklist items.
Due date on a checklist item should not change to the current date when marked completed
The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.
Mentions in provider notes should work same as case notes
Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Notifications on Needles after a checklist is marked done.
Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
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