Ideas & Enhancements

3 Vote

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...

Created 08 Apr 18:28

0
3 Vote

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...

Created 07 Apr 21:46

1
4 Vote

Add printing options on less printer friendly pages in Neos

No description provided

Created 21 May 18:16

2
3 Vote

Neos Assign Categories bases on Document Type

Currently Neos Document Categories are available for all Document Types. It would be very helpful to be able to section/assign specific Categories that are specific to Document Types. The current availability of all Categories regardless of Type i...

Created 06 Apr 13:51

1
6 Vote

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment

Created 14 Aug 13:25

General

2
5 Vote

Neos: Add more rows for text in case intake

#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.

Created 25 Jun 12:50

General

0
3 Vote

Auto name Medical Record Requests based on Provider / Party

Before the last Neos update, Documents with multiple Parties / Providers would generate with with dynamic names based on the Party / Provider. With the new Document Generation system, you need to manually change the name of each unique copy of the...

Created 31 Mar 20:40

0
3 Vote

Allow checklist items to use checkboxes/specific field responses from tabs as reference objects

I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.

Created 30 Mar 19:13

Checklist

1
2 Vote

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.

Created 16 Feb 13:59

0
3 Vote

Neos Messages: Have an option to make the font size larger.

In msg there is currently no way to make the font size bigger. Firm thinks it would be a good idea to make them bigger so they don't have to zoom in on the browser.

Created 29 Mar 20:05

0