Ideas & Enhancements

3 Vote

Add ability to have multiple settlements in the value tab of the same case

Increase the maximum amount of settlements allowed to a single case for cases with different settlements(like UIM settlements).

Created 29 Nov 20:47

0
9 Vote

Add ability and functionality to copy or clone Intake Layouts for Case Types, like users can copy case tab layouts.

No description provided

Created 09 Dec 19:28

0
4 Vote

Neos: Report Library - add a column to the report list to show the last time the report was run

This is helpful to help weed out reports that are no longer being used and clean up the report list.

Created 31 Jul 14:55

0
5 Vote

Rearrange Tab Order

We would like to be able to put the tabs in a different order that makes more sense to us. For instance, moving one of our user tabs to be listed directly under the Counsel or Case tabs.

Created 30 Mar 21:13

0
5 Vote

Outlook tag for Medical Records

Be able to tag medical records in your email box to the Medical Records tab so it links it to your request.

Created 30 Mar 16:11

0
5 Vote

Import from CSV - Ability to toggle the default address box

When importing intakes from a CSV there are options to map address 1 and address 2 but there is no option to choose which one is the default address. Users are currently forced to manually go into each intake, contact card, or case to manually tog...

Created 30 Mar 14:09

0
1 Vote

Dialogue box needs to be moveable

To enable us to see the dashboard on one screen, and the dialogue box on another, can you make the box moveable?

Created 25 Jul 21:18

1
1 Vote

Ability to turn off "Check Request" toggle by Value Code

The "Check Request" toggle is always on when creating a transaction. This may cause issues for staff who are not careful about creating transactions for value codes that do not require check requests. Need the ability to turn off the "Check Reques...

Created 25 Jul 20:46

0
4 Vote

Assign default Value Categories to Providers

the ability to assign a value category to a provider’s contact card so when entering a value item, the value category automatically references the category entered for the provider. This would help insure the value category is completed and most i...

Created 28 Jul 02:39

0
8 Vote

Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...

Created 30 Mar 21:07

1