Ideas & Enhancements

Provide an option to date a document you are uploading to case docs or dragging to case docs

If we are dragging a document to case docs or uploading a document, it often is dated a different date from when we receive it (like a medical report, or an invoice, or an entire claims file). If we could date the document when we upload it, it will save a step of having to open the document information page and re-date the document.

  • Guest
  • Aug 14 2024
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  • Guest commented
    29 Jan 17:39

    Also, have more field options available depending on the document type such as To/From and dates received when the document is correspondence; Deponent field for depositions, etc. We spend so much time going back to the document to complete these fields.