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Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
Guest almost 3 years ago in Search 1

Neos: Include the "+ Add" button in each of the calendar views

Include the "+ Add" button in each of the calendar views as seen in the Agenda view and Case Calendar.
Guest almost 3 years ago in  0

Calendar - Checkboxes for Staff Calendar, Case Dates, and Checklist Due Dates

The checkboxes for Staff Calendars, Case Dates, and Checklist due dates don't actually matter, if you click anywhere to the right of the wording, it will check the box, this causes confusion and issues. These boxes should only check if you click i...
Guest 5 months ago in  0

Logs showing changes to provider cards in Neos

Add the option for admins to see logs of users making changes to provider names/info in Neos. These logs would show the time,username and what field was specifically changed in each provider card.
Guest 5 months ago in  0

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.
Guest about 1 year ago in  1

Neos: Create a separate permission for the Case Header Note

Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...
Guest about 2 years ago in  0

Neos: Ability to have larger photo for Party

In Needles 5.0, the photo was a square and large enough to be able to see what the image contained. In Neos, the photo to the left of the Party's name on the Party tab is very small, and round, so you have to click on it to make it larger. It woul...
Guest about 3 years ago in  0

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?
Guest about 3 years ago in  3

May we have BCBS, BCBS AL, VA tabs added to the health insurance tabs, to set up our files. These are some that are good to have for a red flag reminder on what is needed for the client.

TRICARE and Medicare/Medicaid is already on the list of selections.
Guest 5 months ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest over 1 year ago in  1