Ideas & Enhancements

11 Vote

Revert Notes Format to the Way it Was Prior To Release

The change did not add anything other than making workflows different.

Created 20 Mar 14:46

3
2 Vote

Add the Ability to Include Company Name in Stamps.com Postage

No description provided

Created 26 Mar 16:03

0
2 Vote

In Document Drop downs for provider or Medical Record Request, put names first so the drop down is easily identifiable

In Document Drop downs for provider or Medical Record Request, put names first so the drop down is easily identifiable If we code for a record or medical request drop down in a document template, the drop down items will show in a variety of diffe...

Created 25 Mar 14:41

0
6 Vote

Give Email Subject Line Options that include Insurance Claim Numbers

Neos now auto fills the email subject line with the Neos case number, but almost every insurance company requires that the subject line be only the insurance company claim number. That is how the message gets into the right file on their end. They...

Created 20 Mar 16:33

0
1 Vote

Make Neos Helpful

Instead of interest calculators and AI crap, make the Notes feature not terrible. Chapters 1-50 makes scrolling through notes miserable, and now the note above the Topic part means I forget to add a topic, go to close the note, it says "something ...

Created 26 Mar 17:09

0
1 Vote

Unable to Change Case Type to Same Case Type

When changing case type to same type internal server error appears on screen. This is believed to be a pre-existing capability.

Created 25 Mar 20:38

0
1 Vote

Quick Fill for Email, Similar to Texting

Email Request: Add Quick Fill option for emails being sent from Neos, similar to the quick fill option for texting.

Created 25 Mar 17:15

0
4 Vote

Ability to Report On Linked Records Entries

It would be useful to show all entries in a user defined tab that have a document linked to them. This would lead to better reporting overall for Neos.

Created 20 Mar 16:06

1
3 Vote

Advanced search columns need to be inclusive of Insurance 2, Insurance 3, record request 2. 3 etc

At present, Advanced search only had teh capability to pull first insurance from insurance tab. In addition, this is the case for intakes as well. We need to be able to pull additional insurance companies for appropriate reporting as we may need d...

Created 20 Mar 16:09

0
156 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