Ideas & Enhancements

3 Vote

Multiple Dates of Accident in Single Neos Workers' Comp Case

Many times an Injured Worker will have more than one accident while working for a single employer. Currently, this requires separate Neos cases which requires duplicative monitoring, updating, and can be confusing. I recently settled a case with 3...

Created 31 Jan 15:57

0
4 Vote

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...

Created 18 Feb 15:18

Integrations

0
3 Vote

Allow to Tab off Field to Next

Once I select a field, i.e., "role" on a provider card, allow me to TAB off the field instead of having to use my mouse to select something that is ALREADY IN THE FIELD before moving on. Having to incessantly use the mouse is a waste of time and a...

Created 26 Jan 14:51

0
3 Vote

HAVE REQUIRED FIELDS BE ACTUALLY REQUIRED!

Assigning an attorney to a case field is REQUIRED, but Neos let's the file be saved and exited without an attorney. Why have REQUIRED fields that aren't enforced?

Created 26 Jan 14:25

1
4 Vote

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo

Created 09 Feb 16:52

General

0
1 Vote

Text Request (textrequest.com) Integration

While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.

Created 13 Dec 18:43

0
1 Vote

Go back and edit the notes of a Calendar entry

Currently we cannot edit the notes section of a calendar entry, it would be great to be able to go back and edit.

Created 13 Dec 17:26

0
1 Vote

Please make entering entries into Value page more intuitive.

Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...

Created 13 Dec 13:55

0
1 Vote

Ability to type in the date rather than have to click the date on calendar

Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!

Created 13 Dec 13:52

0
1 Vote

Adding calendar event

When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day

Created 13 Dec 13:18

0