Ideas & Enhancements

21 Vote

Improve Provider Usage Results

When viewing the "Provider Usage" from a provider card the list of Provider results disappears after the user selects one of the items from the results. There are two issues with this behavior. 1. After the user views the selected result, the user...

Created 11 Nov 19:25

3
2 Vote

Time: Add filter on time tab for created date

On the time tab, you can filter entries by billable date. However, it would be helpful if entries could be filtered by created date. This way we would have an easier time finding specific entries to certain work flow tasks.

Created 19 Nov 15:16

0
57 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
54 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

25
53 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 16:01

24
6 Vote

Ability to Open Video Files in Browser

Please add the ability to open and play video files in the browser instead of auto-downloading the files. Video files are often very large and take a lot of time to upload and download. We often have trouble uploading even smaller video files to t...

Created 15 Nov 21:44

0
15 Vote

Be able to go into the case from the case number on a calendar event without going into organizer view.

It is a lot of extra steps to go into a case to have to go into the organizer view to be able to click on the case number. It would be helpful if it was able to be click on from attendee view.

Created 06 Nov 16:13

1
1 Vote

Add ability to see preview of any settlement memo before downloading

Adding this ability will allow users to confirm if the selected settlement memo is showing the required info.

Created 20 Nov 20:50

1
1 Vote

Neos: Log-In Hours per user

Allow us to set hours in which staff are allowed to log in to Neos. This will prevent logging in after hours and on weekend to limit unauthorized overtime.

Created 20 Nov 20:01

0
1 Vote

Automatic Suggestions for Vendors when Posting to a Vendor's Neos Notes

I work with our vendors a lot via email, and like to post the correspondence to Neos to track conversations easier than trying to search email and maybe not find what I'm looking for. Currently, I have to search for the vendor each time, even if t...

Created 20 Nov 15:06

0