Ideas & Enhancements

1 Vote

Neos Today Appointment should scroll to the current time you are viewing

When you log into Neos, the Neos Today - Appointments should accuractly reflect the current time. The default would be to show any "all day events" and then start at the earliest appointment. If the User logins at 3:00pm the view should already be...

Created 24 Mar 01:53

General

0
1 Vote

Searching for Provider to add party to case causes Neos to hang

Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...

Created 23 Mar 17:10

General / Search

0
1 Vote

Liability Button

Add an option to include a button we can select that the liability is denied. It can be modified to where it instead of saying "Accepted Liability?" and a checkbox why not have it changed to "Liability Determined?" and three boxes where you can ch...

Created 22 Mar 19:21

General

0
1 Vote

Two Factor Authentication - Do not allow users to disable

Do not provide option for staff to override what the firm has set by giving them the option to "do not ask for 30 days".

Created 18 Mar 17:01

General

0
1 Vote

Ability to open calendar even from Day view

Currently I can only open a calendar event from the Agenda view. I'd like to be able to open it from the Day view as well. Any time I double-click, it just makes a new calendar event.

Created 17 Mar 15:17

General

0
1 Vote

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically

Created 16 Mar 14:09

General

0
1 Vote

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.

Created 09 Mar 21:17

General

0
1 Vote

NEOS User Listserve

It will be nice to have a NEOS User listserve for users to share ideas between firms concerning the best uses and practices in NEOS. Maybe a Facebook group or something of the like.

Created 04 Mar 20:13

General

0
1 Vote

NEOS - Changing Case Field Name

Changing the case field name does not update the locations where it is currently used. It would be nice if it pushed the update out.

Created 03 Mar 21:37

General

0
1 Vote

Neos - Remove the Address from being required

Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.

Created 03 Mar 20:05

General

0