Ideas & Enhancements
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10
Vote
Neos Outlook add-in Case info button
It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
Created 22 Mar 14:57
0
8
Vote
Improve search/filter/sort functions
When searching for documents in case docs, these functions do not work very well, and they do not work together at all. It would be very nice to both filter/search and sort documents.
Created 10 Jul 22:20
0
26
Vote
Ability to hover over parent checklist item and see child items attached
In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Created 13 Oct 18:04
0
Planning to Implement
2
Vote
View others messages based on staff with restrictions
Would like to see staff members that help manage other staff members to view message but restrictions added to them also to not have access to attorneys messages
Created 04 Jun 21:43
0
2
Vote
Integrate with HotDocs
MS Word document / template coding is really poor. Wordperfect was better, but HotDocs, I believe, is a good work around for generating good, solid, non-needed-to-be-edited documents from templates and inputs.
Created 04 Jun 19:22
0
9
Vote
link records to providers from documents tab
The new records tab document link feature is awesome, but we have lots of cases opened before that feature existed. Would like to be able to link records to the providers in the records tab from inside the documents tab--a dropdown list in the dat...
Created 12 May 17:06
1
16
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
In Development
16
Vote
Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;
The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen
Created 18 Apr 21:55
0
5
Vote
Include Email templates in Neos and not just Intake Pro
Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
Created 20 Dec 22:42
0
6
Vote
Neos: Please make the notification bell and help icon larger
They are too hard to see and are much smaller than the rest of the Neos text.
Created 24 Oct 22:02
1
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