In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.
Guest
almost 4 years ago
in Integrations
0
Future consideration
Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
We need a report or a way to pull ALL provider information into a CSV file that we can download to update all provider contacts in Outlook, or a way to merge Needles contacts into Outlook. We use Outlook contacts on our phones when not in the offi...
When entering scheduling order and/or when items are triggered to a subtask by way of the Auxillary Checklist
Recently when entering the scheduling orders, the items require that I click "done" twice before I am even able to enter a date, and when refreshing the checklist, I have reminder items that correspond with a deadline. When I enter dates in the pa...
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...
In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, and to read all notes added you have to scro...
Guest
almost 4 years ago
in Messages
0
Future consideration
Currently, only bank accounts can be selected from the Debit Accounts section of the check request in the QB Integrator. They -can- be selected as Credit Accounts, even though these cards are usually used for outgoing payments. Please allow credit...
Medical Records Request - Value Code/Medical Bills dropdown
Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...
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