Ideas & Enhancements

13 Vote

In provider tab - "Add Custom Value" option for Online Accounts Types

Oftentimes, providers have different emails for different things. For example, one email to get billing information and another email to get medical records. It would be nice to be able to label the type with the purpose of that particular address.

Created 13 Jan 18:25

General

0
13 Vote

Grouping Providers

Many healthcare practices have several different locations that are all under the same name. It would be nice to have the name of the entire practice as the provider and then contact information for different locations grouped together. For instan...

Created 13 Jan 00:07

General

0
7 Vote

System wide mini directory for Email groups

Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...

Created 06 Dec 19:32

0
7 Vote

Address verification integration

It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/

Created 06 Dec 19:08

0
8 Vote

Outlook Add-in activity feed

It would be beneficial if there was a way to see past activities done in the Outlook add-in, similar to the Activity Feed in a case.

Created 12 Aug 19:20

0
1 Vote

Adding Medicals totals to the pick options for Case Header

I want to be able to have medicals total as a pick option for my header so that I can add that to certain case types. I would want this to auto refresh if the medical totals changed. I want this so that when I get a call or question, I can easily ...

Created 31 Oct 21:24

0
9 Vote

Neos: Make an option to not post attachments to the documents tab but still list them in the notes when tagging emails to Neos from Outlook.

Users are making a suggestion that when you post an email to Neos from Outlook they would like to be able to just have the document listed in the note but not put the document in the documents tab to avoid duplicates.

Created 11 Apr 19:31

1
7 Vote

Export Intake Information in PDF

Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...

Created 30 Nov 22:10

0
1 Vote

Client Phone Number in Header Display

Pleae allow the option of putting the client phone number in the header display so that when we are working in another tab and want to call the client, we dont have to leave that tab to get the phone number.

Created 30 Oct 20:16

0
2 Vote

Give the ability to add multiple roles on the party tab

Sometimes the host vehicle owner is also the parent/guardian if the party is a minor.

Created 05 Jul 17:03

0