Ideas & Enhancements

1 Vote

Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...

Created 15 Sep 18:03

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1 Vote

Top 25 cases only showing in search

We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...

Created 14 Sep 16:00

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1 Vote

Archive Companion Groups

the list just keeps getting longer. would like a feature to be able to archive companion groups whose member cases are all closed, with its own permission checkmark.

Created 09 Sep 22:46

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1 Vote

Change Default Calendar Appointment Duration

Would like to be able to change the default calendar Start-End time? Right now, if you are on the Calendar, and you Add and Event, it will default to a time of 15 minutes for the appointment. However, if you are in the client’s case and go to Case...

Created 08 Sep 03:17

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1 Vote

Special Note: Add the ability to pin or keep open the contents of the Special Note

Our very large client, Azar & Associates, may be migrating to Neos. They rely heavily on the Red Flag/Special Note. In Neos, when you click in a field, the Special Note data minimizes to one line. They would like the option to keep that field ...

Created 02 Sep 19:55

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1 Vote

Add clinic/office for provider and display it when searching

With providers, it would be helpful to have a field indicating what clinic a provider is working for and it would be especially helpful if that information appears alongside info like “address” and “case” when you search or at least displayed in t...

Created 01 Sep 21:58

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1 Vote

Add insurer/company for adjuster and display it when searching

With some adjusters working for multiple companies, it would be helpful to have a field indicating which insurer an adjuster is working for and It would be especially helpful if that information appears alongside info like “address” and “case” whe...

Created 01 Sep 21:56

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1 Vote

Linking items from User Defined Tab to Value Tab

Would like the functionality to have data from the two tabs linked. It could be something as simple as making it within the layout managers that we can have linked fields, where you can select a predetermined field on another tab to pull informati...

Created 01 Sep 21:05

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1 Vote

Lock settings section to only Admin Staff

We have had numerous employees going into the settings and changing our integration links, staff profiles, etc. It will be beneficial to lock non-admin staff out of the settings completely that way no issues arise from employees changing things or...

Created 01 Sep 15:58

1
1 Vote

transfer a value item from one case to another

In cases where we are rep'ing a client for 2 different matters, and one settles, would like to be able to transfer cost items from one case to another without having to re-type it into the 2nd case

Created 01 Sep 13:33

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