Ideas & Enhancements

2 Vote

Additional Standard Fields for all Party Roles - For Conflict Checking and Party Entry Efficiency

The party tab should have additional "Standard" fields available for any and every party role. When conducting conflict checks for potential new cases, it would be helpful if the Party tabs contained additional Standard Fields with specific identi...

Created 14 Nov 19:14

0
4 Vote

Neos: Add SUBJECT line to Value Notes

Since the value notes now transfer to the Notes tab, and the Notes tab already has the ability to take advantage of the Subject field, it would be nice to have that field available on the Value Notes section.

Created 07 Nov 15:27

0
84 Vote

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...

Created 14 Feb 16:19

5
2 Vote

Value Tab - Scroll Through Like Records Tab

It would be helpful to be able to scroll through value entries similarly to the records tab rather than have to go back out of each entry

Created 13 Nov 19:00

0
14 Vote

Case Listing Report is not user friendly and does not alphabetize the case list by client name.

The new features release for Case Listing by Party Name does not alphabetize the list of names. Isn't the whole purpose of a report for Case Listing by Party Name to create a list that is, at a minimum, alphabetized? I run Case Listing reports fre...

Created 02 Oct 14:43

1
33 Vote

When creating a new email in the notes section, allow autofill for staff members

When adding a new email into notes, the To: and CC: fields only dropdown/autopopulate for party members. It would be useful to allow this for staff as well, as right now you have to type in the entire address.

Created 24 Jul 13:34

17
17 Vote

Enable ability to text message parties other than clients.

It would be useful to be able to send text messages to providers or counsel on cases.

Created 11 Sep 22:14

3
11 Vote

Add a search filter to the case calendar tab

It would be beneficial to be able to search within the case calendar, by both date range and descriptions or notes.

Created 04 Oct 22:45

0
96 Vote

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!

Created 03 Oct 15:22

12
11 Vote

Please bring back PDF legacy reports.

PDF Legacy reports quickly allow me to print and keep track of cases by class code in a much more user friendly way than excel.

Created 02 Oct 13:11

0