Ideas & Enhancements

3 Vote

Insurance Side Window - It is important to also include the claim number in the side window

The claim # is referred to frequently and should be included in the side panel

Created 22 Mar 13:56

0
10 Vote

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter window...

Created 19 Apr 18:13

General / Search

1
3 Vote

Remove Inactive Users from the Messaging Dropdown

Inactive Staff Profiles should removed from the dropdown recipients menu on the Messaging interface to prevent accidental messaging to said users.

Created 21 Mar 18:56

0
3 Vote

E-mail from NEOS messages should tell us in the e-mail who was CC'd

When we receive an e-mail w/ the alert that we're getting a message from NEOS from a staff member, the e-mail doesn't tell us who else was CC'd on the message. The e-mail should tell us who else was cc'd or in the to line on the message so that th...

Created 21 Mar 17:21

0
4 Vote

Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...

Created 25 Aug 17:58

0
10 Vote

Add BCC to Needles Messages

Add BCC to Needles Messages

Created 10 Apr 16:41

0 Unlikely to implement
4 Vote

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"

Created 24 Aug 13:52

0
1 Vote

Add a way to select a case that is not currently in an open tab from the create time entry button window

When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...

Created 02 May 20:45

1
3 Vote

We would like to be able to edit the default email for a provider.

The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...

Created 16 Mar 19:55

0
5 Vote

Email Templates Expanded to Neos Cases vs. Just Intake Pro

Can the email templates functionality be expanded to regular Neos cases made?

Created 27 Jan 15:32

2