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7
Vote
Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Created 03 Apr 13:38
0
20
Vote
DELETE "Blank" Checklist Status
No description provided
Created 06 Mar 20:37
1
16
Vote
Value category should automatically transfer into DFT
The value category selected in the case expense entry should automatically transfer to the DTF.
Created 12 Mar 19:27
1
84
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
8
Vote
Change ALL Calendar Item Status When Case Settles
We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Created 28 Mar 14:03
1
5
Vote
Auto tag emails to notes
I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Created 04 Apr 11:28
0
11
Vote
Replies to email auto tagged, and sent from Neos not OL
When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Created 18 Mar 18:47
3
25
Vote
Have the provider address show in the value screen instead of having to go into the provider tab.
Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Created 02 Feb 20:22
1
5
Vote
I'd like to be able to combine documents within Neos rather than downloading them and using Adobe
No description provided
Created 02 Apr 17:19
1
13
Vote
Avaya IP Cloud as an integration with Neos.
Avaya IP Cloud should be offered as an integration with Neos in addition to ring central. Avaya runs off of Ring Central, so this should be an alternative if a firm would like to use additional phone services.
Created 05 Mar 22:20
3
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