Ideas & Enhancements

4 Vote

Federal Bar Number

Our attorneys not only have a State bar number, but also a Federal bar number. It would be great to have a Federal Bar number field.

Created 06 Aug 18:59

0
4 Vote

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...

Created 06 Aug 15:39

Search

1
3 Vote

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.

Created 01 Jul 16:09

Checklist

1
4 Vote

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.

Created 03 Aug 15:58

Search

0
2 Vote

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.

Created 25 May 20:23

0
2 Vote

Underinsured motorist claim fields

We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...

Created 25 May 17:17

0
3 Vote

Neos - Create an Integration with Zoom Phone

No description provided

Created 28 Jun 16:05

0
3 Vote

Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.

Created 28 Jun 13:13

0
6 Vote

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...

Created 08 Oct 15:54

General

1
2 Vote

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...

Created 24 May 18:19

0