Ideas & Enhancements

2 Vote

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.

Created 05 Apr 15:26

0
2 Vote

Ability to Copy Value Providers to Multiple Value Entries

Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)

Created 05 Apr 11:48

0
3 Vote

Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type

Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.

Created 22 Apr 17:51

1
5 Vote

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...

Created 26 May 14:40

1
4 Vote

Neos - Firm Preferences option whether to include prefixes in full name tags

No description provided

Created 07 May 16:40

1
4 Vote

NEOS- Add ability to customize subject line for outlook addin

No description provided

Created 07 May 16:31

0
3 Vote

Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...

Created 20 Apr 14:07

0
5 Vote

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....

Created 21 May 15:25

General / Search

0
4 Vote

Lock Permission Column Headers to be visible for user when scrolling through the permission lists.

No description provided

Created 04 May 17:12

1
1 Vote

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...

Created 15 Mar 17:58

0