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Ideas & Enhancements

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Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Guest 3 months ago in  5

The entry ID in the Insurance tab should be hidden from Advanced search criteria as the IDs can duplicate after copying to another case.

Entry IDs, though not unique, can sometimes be duplicated in the Insurance tab of a case if they've been copied from one case to another. While not consistent, any duplicates will be confusing when used as a search criteria in Advanced search. Rem...
Guest 4 days ago in  0
133 VOTE

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.
Guest 8 months ago in  61

Provider name does go to memo lines in QB when sending over deposits from Integrator

When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...
Guest 22 days ago in  0

Simplify disbursement payout process

One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Guest about 2 months ago in  1

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Guest 8 months ago in  12

Emailing from Notes Tab

When emailing from Notes Tab, Neos presently provide the option to send to parties and counsel listed in the case. I would like the ability to be able to click individuals within my organization as well, especially, the assigned staff. It would al...
Guest 4 days ago in  2

Create Time Entry issue

after you create time entry from the create option on top and save entry, Neos opens the case with auto timer when I do not check the button "Auto start another timer for this case." I would prefer to create time entry and not open any case when u...
Guest 4 days ago in  0

Add more filter options in Contact search

It would be helpful to add more filter options in searching for a contact, such as an email address, phone number.
Guest 7 days ago in  0

Please allow customization in search case panes

Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
Guest about 2 months ago in  0