Ideas & Enhancements

3 Vote

Customize the Name Section to include the insurance company with the adjuster/provider at a glance

For adjuster contacts, modify the Full Name field to include the Insurance Company Name in parentheses after the adjuster’s name to see at a glance. The AKA section doesn't display it even if it's included. - Example for Insurance tab: Insurer/Ad...

Created 05 Mar 13:22

0
2 Vote

View a summary of time totals in the time tab instead of having to run a report

Add the ability to use subtotals on the time tab like on the value tab so you don't have to run a report every time you want to see this information.

Created 06 Mar 16:47

0
12 Vote

Add ability to include hyperlinks in intake layout

We would like to add hyperlinks to documents / websites in the intake screen. For example, during the intake, our team needs to identify whether a potential defendant is a state or federal entity. It would be very helpful if we could add a link to...

Created 26 Feb 14:29

0
2 Vote

Add adjustable default value for Interest Rate on the Interest Calculator

Currently, the default Interest Rate when calculating Interest sits at 5.5%. As current judgement interest rates regularly change (and have not been 5.5 for some time) having an adjustable default value to keep up with current rates would save ste...

Created 04 Mar 16:50

0
2 Vote

Allow use of Minor Checkbox without a DOB added

Currently you are unable to check the 'Minor' checkbox if there is no DOB entered. However, you are able to mark 'Deceased' if there is no Date of Death. Would like the ability to mark someone as a minor and add the DOB later

Created 03 Mar 16:22

0
19 Vote

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury!!!! Let’s talk about the Neos Calendar —a tool that should be working for us, not the other way around. First and foremost, why on earth can’t we LOCK staff colors and their ...

Created 04 Feb 16:36

1
155 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25
71 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

26
69 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
14 Vote

New Calendar Event pop up Window should me movable

A lot of times you need to see your Neos screen to add things/copy and paste from to the calendar event from the case file. It also should populate at least the case name automatically.

Created 04 Feb 18:59

1