Ideas & Enhancements

3 Vote

You should be able to launch templates (e.g. records request) directly from request tab once you set up the request.

It would be much more efficient to set up the request and then immediately launch the appropriate document template from that request.

Created 21 Dec 16:51

General

0
4 Vote

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid

Created 30 Jul 16:03

General / Search

0
2 Vote

Neos - Template Generation - Add Ability to differentiate between providers that share the same name.

When we try to generate a document and select a provider, multiple of our entries share the same full name. We are unable to change them as our clients require us to us the exact name, IE Las Palmas Medical Center instead of Las Palmas Medical Cen...

Created 13 May 17:45

0
1 Vote

Neos Value - Option to show calculations based on Paid By/Paid To

For example, I would like to see a total of all amounts Health paid (as opposed to Health Adjustments). Or a total of all amounts paid by "Us".

Created 05 Oct 23:18

0
1 Vote

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...

Created 05 Oct 14:38

0
2 Vote

Edit Document Name when Saving From a Tagged Email

If I receive a random email from someone with a document, I can save the document, but it gets saved with whatever name the sender names it, which never matches our protocol for document naming. In addition to selecting the categories, we should b...

Created 12 May 16:49

0
3 Vote

Neos- Separate Negotiations by Insurance and Policy Type

Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type....

Created 17 Dec 22:21

0
1 Vote

Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg

we seem to get more of the HEIC filetypes and trying to send as a PDF just send the HEIC file and maxes out the email size very quickly. so if Neos could add an auto Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg it would help our staff be...

Created 04 Oct 20:28

0
1 Vote

Accident Information Tab - Ability to add Vehicle record listing to user-generated tab

I agree with a previous idea that the new Neos generated Accident Information tab is lacking in the information included, however, the information we need is different than that previously requested. I think instead of trying to match all injury a...

Created 04 Oct 16:44

0
2 Vote

Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...

Created 05 May 14:11

0