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Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...
Guest 6 months ago in  0

Two factor Authentication 7 day do not ask

Need to have a log for calendar items that are not case related. Who created, who canceled item etc
Guest 6 months ago in  0

Need client name & case number on reports

When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Guest 6 months ago in  0

ability to display provider role and specialty in advanced search

We want to display provider name, address and role and specialty in the results
Guest 6 months ago in  0

Timer with start time and end time

Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...
Guest 6 months ago in  0

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Guest over 1 year ago in  0

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
Guest over 1 year ago in  0

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest almost 1 year ago in  0

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Guest about 4 years ago in General 0

Calendar reminder longer than 2 weeks

User would like to have calendar reminders be longer than 2 weeks
Guest over 3 years ago in  2