Ideas & Enhancements

4 Vote

Case Date Layout

Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns

Created 06 Dec 23:16

0
2 Vote

Filter by Document Type in "Add A Related Document" box

Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...

Created 30 Nov 22:58

0
4 Vote

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.

Created 05 Dec 17:17

0
8 Vote

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...

Created 15 Dec 20:43

General

1
11 Vote

Ability to add multiple staff to one checklist item

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist

Created 24 Jun 17:42

Checklist

1
2 Vote

Tasks should not generate to checklist summary after an intake is rejected.

Intake specialist will not have a long tasks list in the checklist summary that must be deleted or marked as N/A to remove.

Created 29 Nov 20:28

0
7 Vote

Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...

Created 09 Jun 21:00

Search

1
8 Vote

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.

Created 10 Dec 18:49

General

1
7 Vote

Neos: Include the "+ Add" button in each of the calendar views

Include the "+ Add" button in each of the calendar views as seen in the Agenda view and Case Calendar.

Created 08 Jun 16:04

0
9 Vote

Cloud - Change User Interface/High-Contrast Mode

The default theme of Neos isn't the easiest to see for those who don't have the best eyesight or who may not have the best monitors. All of the tones of gray blend together and it becomes a bit jumbles. It would be nice to be able to customize the...

Created 11 Jun 15:14

General

0