Ideas & Enhancements

1 Vote

Visible Provider Contact Information in Value Tab

When you open a Value item it only shows the name of the provider. It would be helpful if the providers contact information (address & phone numbers) were visible so you don't have to "go into" the provider to get the info.

Created 30 Aug 16:05

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2 Vote

Date Calculator Tool

The date calculator in the checklist is nice, but a basic calculator tool off to the side would be great when you need to know a date, but aren't trying to change something in the checklist.

Created 03 Jun 16:50

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2 Vote

Settlement View should display Total for categories off of sum:Total instead of sum:Due

as it stands, if some items are already no longer due, the settlements view will have skewed results for the actual total vs the calculated total.

Created 03 Jun 15:56

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2 Vote

Separate the saving of Debit and Credit account associations for value codes

Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...

Created 03 Jun 15:19

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2 Vote

Add a Horizontal Scrolling Bar to Calendar

Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.

Created 03 Jun 14:07

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1 Vote

Allow Bulk Update across more fields

Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.

Created 29 Aug 14:10

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2 Vote

More options for the Standard Settlement Memo

It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.

Created 02 Jun 23:08

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3 Vote

Neos - Change Default Layout for Negotiation tab

In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...

Created 03 Mar 20:42

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4 Vote

Create a prompt or action in Needles that sends a message to a user whenever a new case is created

When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..

Created 04 Dec 17:03

Messages

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1 Vote

Ability to integrate ring central instant message chat and call recordings

If we could add these features it would be great.

Created 27 Aug 02:33

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