Ideas & Enhancements

2 Vote

Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client

In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.

Created 27 Aug 02:34

0
2 Vote

AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...

Created 27 Aug 02:21

0
3 Vote

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.

Created 11 Jan 15:05

1
5 Vote

Add Print Commands to Word Document Tempaltes

It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.

Created 12 Oct 20:36

3
1 Vote

Quickbooks Integrator should be able to recognize an inactive Payee or Provider

It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.

Created 10 Apr 14:09

0
6 Vote

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...

Created 25 Feb 18:11

General

0
2 Vote

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...

Created 25 Aug 19:46

0
5 Vote

Add "Date Paid" section for Invoices within Record/Requests Tab

have a date box to add when the invoice was paid

Created 08 Oct 17:00

0
1 Vote

Allow custom view/formatting for cases per person's own settings

Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.

Created 09 Apr 13:20

0
1 Vote

Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard

I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...

Created 09 Apr 13:11

0