Ideas & Enhancements

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...

Created 15 Jul 18:54

0

1 Vote

Change case folder tab name to case name

The case folder tab name should have the option to display the case name for when multiple cases have the same first party to avoid confusion (tabs next to the dashboards icon)

Created 19 Sep 13:26

0

3 Vote

User would like the Staff signatures on generated documents for signature tags to not auto resize

No description provided

Created 06 May 21:11

1

3 Vote

Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.

No description provided

Created 30 Apr 13:53

1

3 Vote

Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]

No description provided

Created 30 Apr 12:13

1

2 Vote

Ideas & Enhancements

Filter by status

Filter by category

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Change case folder tab name to case name

User would like the Staff signatures on generated documents for signature tags to not auto resize

Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.

Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]

Add sorting capability to folder view in Neos

Change Checklist Automation to Case Specific

Neos: Add more preset options to date filter such as current calendar month

Needles 5 Word Addin Additions

Automation Checklist Items

Filter by status

Filter by category

Identify yourself with your email address

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Change case folder tab name to case name

User would like the Staff signatures on generated documents for signature tags to not auto resize

Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.

Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]

Add sorting capability to folder view in Neos

Change Checklist Automation to Case Specific

Neos: Add more preset options to date filter such as current calendar month

Needles 5 Word Addin Additions

Automation Checklist Items