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  1. 68 votes

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    Jerry Neilsen commented  · 

    Maybe I am missing something. If so please help me get this set up. I got your email telling me that the Custom cover page issue was fixed. I looked at the instructions and tried on both the desktop app and the web version.

    For the desktop app (which is what I use almost all of the time:
    I do NOT see any changes. I do NOT see where we can add and save a custom fax cover page with a HIPPA compliant message that we can select for all of our coverage pages. Am I missing something?

    On the Web version I see the box that can be checked for cover page and then we can put a message in there but it does NOT save it as a default cover page we can select each time. Again, am I missing something?

    Just to make sure I have the most current desktop version I also loaded the desktop app again just to make sure I have the lates version. I see no changes or upgrades regarding a custom fax page.

    Please respond back.

    Jerry Neilsen
    Midwest Financial & Insurance Services
    214 N 7th St.
    Suite 1B
    Norfolk, NE 68701
    Phone/Text: 402-644-4624 or 877-250-2023
    Fax: 402-644-3344
    jerry@midwestfinancialinsurance.com

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    Jerry Neilsen commented  · 

    Jennifer,
    What does that even mean when you say " This is for the custom page for the app. We'll put back the status of this idea to "planned."

    First of all, does that mean you misunderstood what everyone was asking for when we were saying we needed to be able to create a custom default page we could use to maintain HIPPA compliance like RC had on the old version?

    When you say custom page for the app, I'm not sure what you are taking about because I could not make a custom page using the app. Can you explain?

    Also, when you say you are going to put it back into "Planned", what does that mean as well? You mentioned RC would have this issue resolved before the end of June. Are you still saying it will definitely be fixed before the end of June or what is the time frame?

    Jerry Neilsen
    Midwest Financial & Insurance Services
    214 N 7th St.
    Suite 1B
    Norfolk, NE 68701
    Phone/Text: 402-644-4624 or 877-250-2023
    Fax: 402-644-3344
    jerry@midwestfinancialinsurance.com

    An error occurred while saving the comment
    Jerry Neilsen commented  · 

    Maybe I am missing something. If so please help me get this set up. I got your email telling me that the Custom cover page issue was fixed. I looked at the instructions and tried on both the desktop app and the web version.

    For the desktop app (which is what I use almost all of the time:
    I do NOT see any changes. I do NOT see where we can add and save a custom fax cover page with a HIPPA compliant message that we can select for all of our coverage pages. Am I missing something?

    On the Web version I see the box that can be checked for cover page and then we can put a message in there but it does NOT save it as a default cover page we can select each time. Again, am I missing something?

    Just to make sure I have the most current desktop version I also loaded the desktop app again just to make sure I have the lates version. I see no changes or upgrades regarding a custom fax page.

    Please respond back.

    Jerry Neilsen
    Midwest Financial & Insurance Services
    214 N 7th St.
    Suite 1B
    Norfolk, NE 68701
    Phone/Text: 402-644-4624 or 877-250-2023
    Fax: 402-644-3344
    jerry@midwestfinancialinsurance.com

    An error occurred while saving the comment
    Jerry Neilsen commented  · 

    JessicaWhen you say this issue will be fixed by the end of the month is it going to be like you had it on the older version where we can build and store our own custom fax page to use and make as the default? I link that I had seen showed us having to "attach" a fax cover page to each fax we send. I sure hope that is not RC answer to this issue. Can you clarify how RC is "fixing" this?

    An error occurred while saving the comment
    Jerry Neilsen commented  · 

    Have you guys fixed this issue?

    Or are you going to fix this issue?

    If so, when?

    Jerry Neilsen
    Midwest Financial & Insurance Services
    214 N 7th St.
    Suite 1B
    Norfolk, NE 68701
    Phone: 877-250-2023
    Fax: 402-644-3344
    jerry@midwestfinancialinsurance.com

    An error occurred while saving the comment
    Jerry Neilsen commented  · 

    Any business that sends sensitive information in a fax is required to have a HIPPA compliant Fax cover letter. You have NO option for us to either choose a HIPPA compliant fax cover letter or to create one. At least in the Classic we could create one ourselves. That option as of now does not exist. This should be taken care of BEFORE requiring users to change over to the new version!

  2. 35 votes

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    Jerry Neilsen commented  · 

    Why has RC not made it possible to search contacts by company? In order for the search tool to work I have to put the Company name in the first or last name as the individual. I couldn't belive that RC would not have that function running before forcing everyone to change to the new version about a year ago and it still is not fixed. Who's drivin this bus anyway?