Ideas & Enhancements

5 Vote

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...

Created 20 Jan 20:25

Accounting Integrations / Integrations

0
5 Vote

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.

Created 20 Jan 19:48

General

0
7 Vote

Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header

Created 31 May 21:01

General

1
2 Vote

Tagging Notes and Documents

Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...

Created 07 Jul 19:16

1
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
4 Vote

Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.

Created 11 Nov 14:32

2
3 Vote

Special Note/Red Flag - Move the CLEAR button away from the close arrow button

It is too easy for someone to select the wrong button and delete the red flag. There is no Save button, so as soon as you click off of the special note area, your changes are saved, including deleting the entire special note/red flag.

Created 07 Sep 15:50

2
5 Vote

Neos: ability for Neos add-in to look for in-line photos

When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...

Created 12 Jan 19:27

0
7 Vote

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance ma...

Created 16 May 16:50

General

1
5 Vote

Track Time automatically

Ability to have a timer start automatically when you open a case, and prompt to stop and save when you close a case.

Created 06 Jan 14:20

2