Ideas & Enhancements

1 Vote

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...

Created 14 Mar 18:22

0
1 Vote

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.

Created 14 Mar 14:46

0
5 Vote

Add a settlement scenario feature to test different values for settlement memos

Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.

Created 28 May 16:11

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5 Vote

Neos- Ability to start a general timer without being in a case

The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.

Created 26 May 18:42

0
1 Vote

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...

Created 13 Mar 20:51

0
1 Vote

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...

Created 13 Mar 19:53

0
1 Vote

Ability to Bulk Delete from Advanced Searches

You can bulk delete from everywhere else except Advanced Searches. I have had to individually delete over 2,000 items and it is very annoying and EXTREMELY TIME CONSUMING. I do not understand why Bulk Deleting isn't an option in Advanced Searches.

Created 13 Mar 15:47

0
4 Vote

Create a way to deactivate notifications

When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...

Created 01 Feb 16:29

2
8 Vote

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...

Created 10 Apr 16:47

Search

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2 Vote

Be Able to Copy Email Address to a new provider

We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...

Created 28 Jun 15:33

0