Ideas & Enhancements

2 Vote

When you create an advanced search for medical requests tab

..There should be an allowable column for the address to pull from the contact card. That way we don't need to input this information from another report

Created 09 Apr 20:22

0
2 Vote

Neos Calendar: Improvements that help user review Outlook/Office365 calendar permissions

1) Add button on Neos Global calendar that takes end user directly to their own Office 365 Calendar permissions on Outlook for the web. 2) When user encounters a calendar that cannot be viewed, when mouse is hovered the X on that calendar, the tex...

Created 09 Apr 14:23

0
3 Vote

Remove word from search bar when you leave case!!

This has caused me heartburn more than a few times. When I leave a case, I am DONE with it. Everything I searched should be cleared and reset. Instead, I attempted to enter a note (TWICE) that wouldn't appear in Notes because the search bar contai...

Created 07 Apr 13:39

0
1 Vote

Neos Report Subscriptions add the report description to the body of the email.

Users subscribing to Neos reports often need a quick reminder of the report's purpose. Including the report description in the email body would provide valuable context, improving the user experience.

Created 09 Apr 12:49

0
2 Vote

When you right click the Primary Checklist there is an option to export to CSV

When you right click the Primary Checklist there is an option to export to CSV This should be an actual report instead of a basic spreadsheet. This would save firms a lot of time.

Created 07 Apr 21:19

0
13 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

4
157 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
75 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
8 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
70 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