Ideas & Enhancements
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Needles 5.0

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Go back and edit the notes of a Calendar entry

Currently we cannot edit the notes section of a calendar entry, it would be great to be able to go back and edit.
Guest 5 months ago in  0

Please make entering entries into Value page more intuitive.

Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...
Guest 5 months ago in  0

Ability to type in the date rather than have to click the date on calendar

Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!
Guest 5 months ago in  0

Adding calendar event

When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day
Guest 5 months ago in  0

Lock the advanced search top part where the criteria is selected so staff members can run the report but cannot edit it.

No description provided
Guest 5 months ago in  0

Standardize column order for reports, such as Daily Timesheet by Staff.

Kemper has 12 different tenants and they export and combine the Daily Timesheet by Staff report. The column order is different in each tenant and creates more work when trying to combine the reports after exported.
Guest 5 months ago in  0

Export larger size billing reports.

Kemper runs Billing reports weekly, monthly, yearly. When pulling a yearly report, they couldn’t export because it was too large. Also couldn’t pull 6 months in Orlando. They need to run this report a lot. They need to be able to export these repo...
Guest 5 months ago in  0

Add BillableTimeInDecimal to advanced search

Kemper needs to run advanced search reports and create dashboards to calculate time in decimals for all their staff.
Guest 5 months ago in  0

We would like to be able to edit the default email for a provider.

The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...
Guest about 1 year ago in  0

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest over 3 years ago in General 1 Future consideration