Ideas & Enhancements

3 Vote

Implement Neos updates later in the night

Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.

Created 31 Mar 02:15

0
3 Vote

Neos: Please add Deceased or Minor indication in the case header next to the person's name

This will allow the users to very easily determine if the client is deceased or a minor without having to look on the Party tab.

Created 29 Mar 14:25

0
4 Vote

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.

Created 29 Jul 15:25

0
2 Vote

Global timsheet

Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.

Created 22 Nov 18:20

0
6 Vote

Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts

Created 01 Apr 17:34

Document Generation

1 Already exists
2 Vote

Advanced Coding Options

I think that there should be the option to have more specific coding options when creating templates for generated documents. For example: using If/Else statements or Boolean variables in order to choose when and how specific information gets pull...

Created 21 Nov 17:03

0
3 Vote

Neos: Add a calculator option to the reduction field of the value tab.

We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.

Created 24 Mar 16:38

0
3 Vote

Neos: Include Notes and Documents when merging Providers

Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.

Created 24 Mar 16:09

1
3 Vote

Add Multiple Tags to Emails

Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.

Created 23 Mar 14:49

1
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