Ideas & Enhancements

28 Vote

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.

Created 26 Aug 21:42

General

3 Shipped
18 Vote

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...

Created 18 Apr 22:03

0 Shipped
15 Vote

Make it so that you can add a subject line in email from Neos (without having to open Outlook)

It just helps save time. Most adjusters need claim #s in the subject line. I send my faxes through email so it would be helpful to be able to just send the email straight from Neos but it requires a subject line. Right now the way it is set up - y...

Created 04 Oct 18:18

3 Shipped
25 Vote

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back

Created 26 Jan 14:48

General

1 Shipped
12 Vote

Allow Option to Expand Case Header

Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.

Created 16 Mar 16:48

2 Shipped
24 Vote

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...

Created 10 Feb 13:36

General

0 Shipped
26 Vote

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.

Created 05 Aug 21:32

General

3 Shipped
25 Vote

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.

Created 24 Sep 18:07

General

2 Shipped
21 Vote

When sending an email from Neos have it automatically added to notes instead of tagging it.

So when you send an email from a case in Neos. Such as clicking on an email in a case the user would like the email to automatically be tagged to the notes instead of having to tag it manually.

Created 08 Jun 16:28

3 Shipped
24 Vote

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.

Created 19 Oct 20:10

General

2 Shipped