Needles 5.0 | Ideas & Enhancements

May we have BCBS, BCBS AL, VA tabs added to the health insurance tabs, to set up our files. These are some that are good to have for a red flag reminder on what is needed for the client.

TRICARE and Medicare/Medicaid is already on the list of selections.

Created 30 Oct 13:36

0

4 Vote

NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.

Should Not Have to Arrow Over to Enter a Time on the Calendar

The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.

Would like a 'Send Message from Intake' Button

Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.

Created 02 Sep 19:51

0

Ideas & Enhancements

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Calendar - Checkboxes for Staff Calendar, Case Dates, and Checklist Due Dates

Logs showing changes to provider cards in Neos

User would like to add a DIGITAL SIGNATURE to the party tab

Color code Note topics

Provider Information - More info when searching from tabs

May we have BCBS, BCBS AL, VA tabs added to the health insurance tabs, to set up our files. These are some that are good to have for a red flag reminder on what is needed for the client.

NEOS - Alt Case Number in OL Search

Should Not Have to Arrow Over to Enter a Time on the Calendar

Would like a 'Send Message from Intake' Button

Option to Make Multi-Party Document Generation Output One Document

Filter by status

Filter by category

Identify yourself with your email address

Calendar - Checkboxes for Staff Calendar, Case Dates, and Checklist Due Dates

Logs showing changes to provider cards in Neos

User would like to add a DIGITAL SIGNATURE to the party tab

Color code Note topics

Provider Information - More info when searching from tabs

May we have BCBS, BCBS AL, VA tabs added to the health insurance tabs, to set up our files. These are some that are good to have for a red flag reminder on what is needed for the client.

NEOS - Alt Case Number in OL Search

Should Not Have to Arrow Over to Enter a Time on the Calendar

Would like a 'Send Message from Intake' Button

Option to Make Multi-Party Document Generation Output One Document